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Principals

Lawrence Nair

Lawrence Nair

Lawrence Nair

President. CPA,CMA, CFP, MBA

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Samuel Dunn

Lawrence Nair

Lawrence Nair

Business Development


Clarence Nair

Lawrence Nair

Clarence Nair

Legacy Partner


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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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Associates

Spencer Gibbs

Junior Associate

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