
Danny Polyakov, CFP®, EA
Wealth Advisor

Saman Bigharaz
Regional Vice President

Arevik Manukyan
Manager, Client Service

Ian Smith
Client Service Specialist
Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.
Wealth Advisor
Regional Vice President
Manager, Client Service
Client Service Specialist
April 14, 2025
April 9, 2025