Associates

 

  • Kapil Bhatnagar

    Managing Principal & Lead Financial Advisor

  • Neena Bhatnagar

    Chief Financial Officer

  • Alice Jacob

    Operations Manager

  • Arathi Thyagarajan

    Assoc. Financial Advisor

  • Vi Lam

    Tax Preparer

  • Kevin Laumann

    Client Advocate

  • Jyoti Rane

    Tax Associate

  • Archana More

    Senior Tax Preparer

  • Van T Pham Mai

    Tax Accountant

  • Tanvi Bhatnagar

    Assurance Senior