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.
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- Executive Leadership
- Wealth Management
- Business Advisory Services
- Asset Management
- Operations
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
JILL GLINKA
Human Resources Manager
MARTIN SWIECKI, CFP®, CLU
Lead Advisor
ELDIN FOCO, CRC®
Lead Advisor
ERIC T. PRATT
Head of Research & Trade Execution
TIMOTHY ABRAHIEM
Associate
JALEN GARRETT, CFP®
Associate Financial Planner
KELLY ROWE
Operations Specialist
HAMZA RANGWALA
Client Service Associate
IDRIS AFIQ
Accountant
HEATHER WEINTRAUB
Client Service Associate
LANA HURLEY
Operations Manager