Broker Check

Client Advisory Board

As part of our commitment to exceed our clients’ expectations, we developed a Client Advisory Board that meets annually with advisors, Jay Kabad and Anasuya Kabad.

The role of the advisory board is to provide candid feedback on the development, quality and growth of our firm’s services. The advisory board’s guidance and mentorship has been instrumental to the firm’s success in delivering high quality service to our clients.

Mr. Edelmiro Muniz

Mr. Edelmiro (Ed) Muniz was born in Harlingen, Texas where he often supplemented the family income as an agricultural field hand. His first exposure to the business world was through his father's tortilla factory, operated between trips to California.

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Dr. S. R. Venkatesh

Dr. S. R. Venkatesh was born and raised in Bangalore, India. On completion of his medical degree (he was 8th ranked in his class of 1974) from Bangalore University, India he proceeded to the United States in 1976 for his Residency in Internal Medicine at the Sinai Hospital in Detroit and then his Fellowship in Pulmonary Medicine at USC Medical Center of Los Angeles County.

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Mr. Sanjay Rao

Sanjay Rao is President of Southwest Shipyard (SWS) located in Houston, TX. The company is the largest provider of Barge, Ferries, and Offshore Support Vessel maintenance in the US Gulf Coast area.

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Dr. Katie Irani

Dr. Katie Irani was born and brought up in Mumbai, India. She completed her medical education from Grant Medical College, Bombay University, India.

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Mr. Steve Daniele

Steve Daniele was born in New York in 1956 but moved to Dallas, TX during his teenage years. In 1976, he moved to Houston and after finishing high school, he planned on heading to Texas A&M University.

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Dr. Raj Bhalla

Mrs. Jaya Mittakanti