Broker Check

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...

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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...

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Genesis Loera, CFP®, CFBS

Financial Advisor


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...

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Audrey Johnson, CFBS

Financial Planner

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...

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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...

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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...

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Joseline Cruz


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....

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Vannessa Riascos

Executive Assistant


Vannessa Riascos is a driven, soon-to-be college graduate hailing from Houston, Texas. She spent her formative years in the culturally rich city of Cali, Colombia, shaping her into a well-rounded individual. Her academic journey has...
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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...

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Lindsi Phillippi

Insurance Director

Lindsi graduated from Minnesota State University, Mankato, in 2003 with a BA in Corrections. She has worked in financial services since 2004, first as an Executive Assistant, and then as a New Business Manager, where she gained...
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Ryan Peterson

Life Insurance Support Specialist

Ryan graduated from St. Cloud State University in 2009 with a Bachelor of Science degree in Management. He started working in the insurance industry in 2012 and then moved into assisting clients and agents in 2018 on how life insurance...
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Mitchell Wheeler


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.

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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...

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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...

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Krystal Soung

New Business Team Lead

Krystal Soung graduated from Rasmussen College with her BS in Human Resource Organizational Leadership. Krystal joins our team with a background in corporate retail, life insurance, and Mortgage Investment. In her free time, she enjoys...
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Sean Mulchrone

Investment Specialist

Sean graduated from the University of Nebraska-Lincoln in 2022 with a BA in Finance and minors in Economics and Mathematics. He started his career in the financial service industry with an internship at TD Ameritrade his senior year of...
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John Baker

Marketing Director

John graduated from St. Cloud State University in 2006 with a Bachelor of Science degree in Advertising and a minor in Marketing. The previous 10 years, he has worked as a Project Manager in advertising and healthcare marketing,...
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