Our Team

Committed to Meeting Your Financial Planning Needs.

Our deeply knowledgeable team will go above and beyond for you.

Our highly skilled team is dedicated to exceeding your expectations. Every one of our Financial Planners is a Certified Financial Professional with extensive expertise in financial planning. With over decades of combined experience, our professionals are equipped to address all your financial needs.

In addition to our professional team, we have specialized departments in Client Service, Operations, Planning, and Consulting to ensure a seamless financial planning experience. Our mission is to always go the extra mile for our clients. To learn more about our team members and their roles, please explore our individual biographies.

Operations | Client Service

Hoss Harasi

Menson Harasi

Kian Aali

Are we right for you?

Find out if we’re a good match for your financial planning needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.

Schedule a Consultation

3100 South Gessner Rd, Suite 118, Houston, TX,77042