Broker Check

Our Team

Sheraz Iftikhar

Sheraz Iftikhar

Managing Partner & CEO

Akhil Kumar

Akhil Kumar

Partner & COO

Cary Cowan

Cary Cowan

Senior Vice President of the Southern Region

Paris Riha

Paris Riha

Wealth Manager

Frank Davidson

Frank Davidson

Registered Representative

Andy Musil

Andy Musil

Vice President of Southeast Region

Bilal Iftikhar

Bilal Iftikhar

Vice President of Insurance

Brian Bejarano

Brian Bejarano

Executive Assistant

Patrick Stewart

Patrick Stewart

Registered Representative

Dee Swenk

Dee Swenk

Executive Assistant

Saide Sloan

Saide Sloan

Administrative Assistant