About

Our Team

Iftikhar Ahmed, 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 Associate

Destiny MacCartney

Client Services and Marketing Associate

Let’s connect!