Our Team

MEET OUR TEAMWhy Work With us

The world of finance can be multilayered and complex, especially as your wealth continues to increase. Navigating it without a financial advisor can feel like you’re alone in a maze, unsure of what path to take. It doesn’t have to be this way. Working with our team of advisors, means you will have a financial advocate on your side.

<strong>Jason Sherr</strong>

Jason Sherr

MANAGING PARTNER

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<strong>Merrick Minh Nguyen</strong>

Merrick Minh Nguyen

MANAGING PARTNER

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<strong>Kim Burdeaux&#8211;Neal</strong>

Kim Burdeaux–Neal

DIRECTOR OF CLIENT RELATIONS

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Our Extended Team

Nadeen Seryani

Nadeen Seryani

SENIOR MARKETING CONSULTANT

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Doug Blanchard

Doug Blanchard

ADMINISTRATIVE ASSISTANT

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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With you every step of the way on your path to financial independence

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