Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Advisors

Advisor photo for Sara Mehraban

Sara Mehraban

Ph.D., CRPC

Financial Advisor

Business Financial Advisor
Visit Sara Mehraban's website


Team

Ethan Guenther

Administrative Assistant

Personal Intro

Junior at Washtenaw Community College

Qualifications

  • Associates in Accounting

Roles & Responsibilities

  • Overseeing Client Accounts
  • Collecting and Reviewing Data for Reports
  • Customer Relationship Management
View more