Our Team
Our team consists of exceptional individuals who, through collaboration and sharing of diverse perspectives and experiences, formulate unique solutions to help our clients address complex strategic and financial challenges.
Bazal Morani
Executive Director
I am Bazal Morani, a financial planner that assists my clients with legacy protection planning, retirement planning, and income protection planning. We provide insight on sound financial decisions and different considerations needed while making decisions. We also provide the related services related to the above mentioned discussions to ensure that the client gets the full support that they need in their financial journey.
Amir Morani
Senior Advisor
Nafisa Aziz
Director of Client Relations
Rahul Mandalia
Business Development
Gia Kirk
Marketing Associate
Join Our Team
Available positions
Thank you for your interest! Please check back for vacant positions later.
Get In touch with us
Address
1349 Empire Central Dr. Ste. 700, Dallas, Tx 75247