Associates

 
  •  Lydia A. Jagger

    Lydia A. Jagger

    Client Service Manager

  •  Kanchan Kabad

    Kanchan Kabad

    Vice President of Operations

  • Anasuya Kabad, CFP®

    Anasuya Kabad, CFP®

    Financial Advisor

  • Jay Kabad, CFP®

    Jay Kabad, CFP®

    President and Founder

  • James Richards, CFP®

    James Richards, CFP®

    Client Relations Manager

  • Mr. Steve Daniele

    Mr. Steve Daniele

  • Dr. Katie Irani

    Dr. Katie Irani

  • Mr. Edelmiro Muniz

    Mr. Edelmiro Muniz

  • Mr. Sanjay Rao

    Mr. Sanjay Rao

  • Dr. S. R. Venkatesh

    Dr. S. R. Venkatesh