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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
Brian Tornabuono
Keenan Conlon
Betty Jakupi
Emily Taylor
Victoria Lawrence
Pema Sherpa
Careers
What we do
Wealth Advisory
Investment Advisory
Business Advisory
Insights
Search…
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
Brian Tornabuono
Keenan Conlon
Betty Jakupi
Emily Taylor
Victoria Lawrence
Pema Sherpa
Careers
What we do
Wealth Advisory
Investment Advisory
Business Advisory
Insights
Search…
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Our Investment Approach
February 20, 2023
February 20, 2023
