Broker Check

April 2021 Edition 

Autism Awareness Month 


Our Process

April is Autism Awareness Month and as more fiscal stimulus is on the way to prime the economy, you might find that your business is looking for some help. Take a look at how autistic people are being trained and contributing meaningfully in the workplace.

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Our History

Every day in the market seems like a free for all. We never know what the day will bring. One thing is for certain it's a long game. Staying the course will be key. Let's see what Goldman Sach's has to say about the outlook ahead. 

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Our Values

This month we celebrate Earth day, a day dedicated to shining a light on ways to make the world a better place to live. Sustainable investing, also known as socially responsible investing, is one such strategy that has been gaining momentum.

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Meet Our New Team Members

Mario Brito | Client Relationship Coordinator

Mario Brito | Client Relationship Coordinator

Meet Mario! He is our new Client Relationship Coordinator. Mario supports our team with all aspects related to servicing our client relationships. He also supports the operational infrastructure of our firm through keeping up to date with any new technology programs that can help the firm sustain growth and provide high level service. 

Mario graduated from Queen's College with a B.A. in both Economics and Media Studies. He has spent the past five and a half years managing  the logistics, business analysis and operational team for a transportation service. His experience brings tremendous value to our team and we are confident he will help us enhance our service model. 

Contact Mario for service requests to existing policies or accounts, making an appointment or re-scheduling an appointment. |  347-870-1876

Heather Moore | Insurance Coordinator

Heather Moore | Insurance Coordinator

Heather is our Insurance Operations Coordinator. She navigates our clients through the underwriting process by working closely with our clients, team and  professional alliances. She provides high level servicing and supports our advisors in all aspects of business administration. 

Heather graduated from Florida State College. She has over six years of experience in the financial industry and over ten years of administration.. She previously supported  a team of advisors as well as developed her own book of clients through Medicaid products and services. She is Life, Health and Accident licensed. 

Heather is an avid runner having ran several marathons. She believes in health and fitness. In her spare time she enjoys the outdoors with her family in Jacksonville, FL.  

Contact Heather for questions related to your pending insurance applications. | 904-588-8015

Upcoming Events 

Tuesday, April 20th @ 12pm

It's never too early to plan for retirement but there is a point it can be too late.
We will discuss envisioning your retirement now, potential risks, strategies to consider and how to build and execute your vision.

Team member spotlight

Ilyas Akbar, CPA, CFP® | Partner | Financial Planner


Meet Ilyas Akbar! He is one of our Financial Planning and Investment Specialists. It makes sense that he specializes in these areas since his prior career included auditing corporations at a public accounting firm. After a career as a CPA Ilyas decided he wanted to assist professionals with full holistic planning and joined the financial services industry in 2004. 

Ilyas was born and raised in Queens, NY to Indian parents. His father was a financial representative for over 20 years before retiring. The apple doesn't fall too far from the tree!

He grew up with a love of music and began DJ'ing events for friends and professional contacts for several years. Between parenthood and business he still makes a debut every now and than. 

Since than, he has developed a love of sports cars. He belongs to the The Classic Car Club of Manhattan and attends events where he can learn about all the unique features of classic cars all the while driving them for the day!

Ilyas is a proud father of two beautiful children and a loving husband to his wife Yasmine. He really is a family man! We are very lucky to have such a kind hearted and dynamic team member and long time friend as one of our leaders! 

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