Our Team
Reva Zhao Azeez, CFBS
Managing Partner
In 1998, Reva Zhao Azeez came to the United States alone as a 15-year old Chinese exchange student with no English language skills. A classically trained concert pianist, she chose to pursue a career in financial services in order to...
Omar Azeez, FSCP
Managing Partner
Colleagues and friends alike describe Omar Azeez as approachable, empowering, and down to earth. The former athlete’s path to financial services was through a sports injury that took him out of commission for months. “It...
Genesis Loera, CFP®, CFBS
Financial Advisor
genesisloera@financialguide.com
Genesis Loera spends much of her time counseling small business owners and other professionals on matters pertaining to personal and business finances. It’s a dream job for this dedicated Latina financial advisor, who loves working...
Audrey Johnson, CFBS
Financial Planner
audreyjohnson@financialguide.com
Raised in an entrepreneurial household, Audrey Anderson grew up witnessing both the highs and lows of running a small business. It is through these experiences she saw firsthand the challenges business owners face...
Sahand Elmtalab CFP® CHFC® CLU® MBA
Certified Financial Advisor
Sahand graduated from the University of Minnesota in December 2007 with a BA in Applied Economics and started a practice in the Insurance and Investment services industry. Sahand has achieved his CFP®, CLU®, ChFC®, and...
Marie Tran
Relationship Manager
Marie Tran is a native Houstonian who has been serving the community in the financial services industry for over 21 years. Marie started her career from humble beginnings, as the Executive Assistant for the Managing Director of...
Joseline Cruz
Assistant
joselinecruz@financialguide.com
Joseline Cruz is a native Houstonian, and earned a degree in Finance as a first generation college graduate from the University of Houston-Downtown. She chose a career in finance to help expand her community's financial literacy....
Vannessa Riascos
Executive Assistant
Adam Skartvedt CPFA
Retirement Plan Director
Adam started his collegiate time at Iowa State University and finished at the University of Minnesota in 2005. He has his Series 7 and 66 FINRA registrations and a Minnesota Life, Accident, and Health Insurance license.While...
Lindsi Phillippi
Insurance Director
Ryan Peterson
Life Insurance Support Specialist
Matt Sandstrom AWMA™
Financial Planning Support Specialist
Matt graduated in 2018 from the University of Minnesota – Duluth, with a Bachelor of Business Administration in Finance and a minor in Economics. After graduation, he immediately entered the financial services industry as a...
Mitchell Wheeler
Paraplanner
mitchellwheeler@financialguide.com
Mitchell graduated from the Carlson School of Management at the University of Minnesota - Twin Cities in 2022 with a Bachelor of Science degree in Finance.
Sara Noyes
Operations Manager
Sara began working in the financial industry in 2000 and has a strong background in brokerage operations. She joined the M&E team in May of 2015 as a financial paraplanner, and now works in investment planning. A proud veteran of...
Eric Turcott
Trading and Research Operations Director
Eric graduated from the University of St. Thomas in May of 2016 with BA in Business-Financial Management and minor in Economics. He recently passed the CFA® Level 3 Exam in 2022 after completing Level 1 and Level 2 in 2021. He...
Krystal Soung
New Business Team Lead
Sean Mulchrone
Investment Specialist
John Baker
Marketing Director