Our advisors

Our team

Alison Gemmell

Alison Gemmell

Client Relationship Manager

Satish Kalyani

Satish Kalyani

Practice Manager

Sonal Patel

Sonal Patel

Business Development Manager

Aruna Shanmugam

Aruna Shanmugam

Financial Planning Specialist

Meeta Patel

Meeta Patel

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