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

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Available positions

Thank you for your interest! Please check back for vacant positions later.

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1349 Empire Central Dr. Ste. 700, Dallas, Tx 75247

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