Meet Our Team

Nasar Aboubakare is a Lifestyle Financial Advisor with a passion for helping small businesses succeed. He has firsthand experience with the challenges of running a family-owned business, having grown up in a household where his parents operated a successful jewelry store since 1978. He knows the importance of hard work and financial management in keeping a small business afloat, and is dedicated to helping others pursue their goals.

In addition to his professional expertise, Nasar is an avid outdoors enthusiast. He enjoys camping, off-roading, and other outdoor activities in his free time. He also has a passion for collecting art and spending time with his grandchildren.

As a Lifestyle Financial Advisor, Nasar is committed to helping his clients pursue their financial goals, whether they are looking to save for retirement, invest in their business, or simply manage their money more effectively. He is dedicated to providing personalized, comprehensive advice and guidance to help his clients pursue their dreams.

Samee Aboubakare is a Wealth Manager with a commitment to guiding individuals towards financial freedom. As a young father establishing his own household, Samee intimately understands the interplay between life’s complexities and financial matters. With a background as an equity research analyst at a prominent family office in New York, Samee brings a wealth of knowledge in fundamental analysis and a systematic approach to financial management. His expertise allows clients to make informed decisions, aligning their financial strategies with their unique goals.

Beyond his professional endeavors, Samee finds fulfillment in community service and actively volunteers at his local church. He also loves playing multiple sports and spending time with his wife and daughter.

As a Wealth Manager, Samee is dedicated to assisting his clients in realizing their financial aspirations. Whether guiding them through investment strategies, retirement planning, or overall wealth management, Samee is committed to providing personalized and strategic advice to help his clients accomplish their goals.