Meet Our Team

Karan

Karan Murugesu, CFP^®,ChFC^®

Founder & CEO

Gerard (Jerry) St-Cyr, CLTC^®

Wealth Advisor

Enrique

Enrique Urquiola

Chief Operating Officer

Bhuvana V. Iyer, CLTC^®

Senior Associate

Vidya Shivkumar

Administrative Manager