Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Sara Mehraban

Ph.D., CRPC

Financial Advisor

Business Financial Advisor
Visit Sara Mehraban's website


Team

Nadine Mohsin

Nadine Mohsin

Administrative Assistant

Qualifications

  • BS in Public Health Honors, University Honors

  • Minor in Business Administration

  • Senior at Wayne State University

Roles & Responsibilities

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