BEHIND THE TEAM
Meet the Professionals
Our team members bring a wealth of experience and expertise, delivering the highest standard of financial advice.


Robyn Anderson-Garlough
DFA

Bernie Keim
MBA, CGA, CPA

Geevar Thambi
MBA, CMA, CSCA, CPB

Alex Tom Joseph
CMA

Mohammed Shafeeque
CMA

Ajith Kumar
MBA

Andrea Alba Vasquez
PCP