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Shawn Jakupi
Mehendi Kamani
Patrick Carrington
David Szalkai
Vickey Rowe
Betty Jakupi
Emily Taylor
Victoria Lawrence
Pema Sherpa
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45666
Who we advise
Physicians
Farm Families and Businesses
Business Owners
Wealthy Individuals and Families
Who we are
About Us
Shawn Jakupi
Mehendi Kamani
Patrick Carrington
David Szalkai
Vickey Rowe
Betty Jakupi
Emily Taylor
Victoria Lawrence
Pema Sherpa
Careers
What we do
Wealth Advisory
Investment Advisory
Business Advisory
Insights
Search…
41618
December 2022
Wealth Advisory
Happy Holidays
December 21, 2022
March 27, 2023
Wealth Advisory
2022 Year-end Tax Planning Opportunities
December 5, 2022
March 18, 2023
