Our Team
Wealth Advisors
Sheraz Iftikhar
Managing Partner & CEO
Akhil Kumar
Partner & CCO
Paris Riha
Wealth Manager
Cary Cowan
Senior Vice President of the Southern Region
Junior Associates
Raymond Speerbrecker
Wealth Manger Associate
Mark Alcorn
Wealth Manager Assistant
Thomas (TJ) Arch
Wealth Manager Assistant
Mia Pekez
Wealth Manager Assistant
Operations Team
Brian Bejarano
Operations Manager - New York
Patrick Stewart
Operations Manager - Florida
Compliance Team
Zeenah Ghouse
Compliance Associate
Research Team
Muhammad Ahmed
Research Analyst
Umar Paracha
Research Analyst
Insurance Team
Bilal Iftikhar
Insurance Advisor