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Principal

Lawrence Nair

President. CPA,CMA, MBA, CFP

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Strategic Partners

Jason Julian

Ranjit Grewal

Jason Julian

 VP, Group Insurance & Retirement Solutions, TruStone Financial Inc. 



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James Deakin

Ranjit Grewal

Jason Julian

 VP, Advanced Insurance Case Support, TruStone Financial Inc. 

ASA, CFP, CLU, ACIA


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Ranjit Grewal

Ranjit Grewal

Ranjit Grewal

 Director of Golf





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Team

Clarence Nair

Clarence Nair

Clarence Nair

Legacy Partner

Sam Dunn

Clarence Nair

Clarence Nair

Business Development

Spencer Gibbs

Clarence Nair

Spencer Gibbs

Associate

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