TEAM
Work Together. Win Together.
We are a dynamic and passionate group of professionals who thrive on providing clients with individualized and unique lifetime wealth and business solutions.
OSMAN MINKARA
Founder, CEO
KENNETH CHAPUT
Head of Operations & Compliance
BRIAN J. LASHER
Head of Business Advisory, Wealth and Investment Management
GUS MATTIA
Head of Finance & Accounting
ERIC T. PRATT
Head of Research & Trade Execution
JENNIFER HANSON
Executive Assistant to the Founder and CEO