About

Our Team

Iftikhar Ahmed, CFP®, APMA

Managing Partner, Principal Advisor

Saadia Ahmed, CFP®, CMFC®

Principal Advisor

Saul (Rick) Greene, JD, CFS®

Principal Advisor

John Stachnick

Principal Advisor

Zaineb Sohail

Investment Analyst

Destiny MacCartney

Client Services and Marketing Associate

Aiyza Ahmed

Operations Associate

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