Professional Team
skilled team
Meet Our
Executive Team
Members
If we had a ‘secret sauce’ it would be our awesome people.
professional people
Our Leadership Team
We have experience working with large and small businesses and are ready to
develop a targeted strategy and plan that’s just right for you.
develop a targeted strategy and plan that’s just right for you.
Anthony Jerdine
Managing Partner and CEO
Dr Abdul Salam Kayali
INTERNATIONAL RELATIONS
Amin Sahil
Developer
Larry G. Paige II
MANAGING DIRECTORWealth management approach
Our holistic approach to wealth management integrates your objectives into a personalized plan that grows and changes as your needs and goals do. We combine sophisticated investment planning tools and professional resources to develop customized solutions across four key areas
Anthony Jerdine
CEO
Your wealth is a tremendous source of opportunity for yourself and the people who depend on you financially. Taking steps to help protect your wealth through risk mitigation, estate planning and insurance solutions will help you feel secure about the future.
Anthony Jerdine
CEO
Achieving the lifestyle you’ve envisioned in your retirement means having a steady income stream during those years. We develop a comprehensive plan that helps you anticipate adjustments and build confidence in your future.