Ayad is very smart, very knowledgable and is a pleasure to work with. He asks astute questions and gives close attention to the client’s individual situation and needs when developing strategies and recommendations. His clear explanations ensure that the client is comfortable with the decisions that they reach together.

That’s what Ayad has done for me and my husband. We recently retired and because of Ayad’s wise advice, we feel confident we can thoroughly enjoy our retirement. But most important, Ayad is an exceptional human being who truly cares for his clients. We feel he has a true call to help people from all walks of life.

We’ve recently started working with Ayad and have been very happy and impressed with his approach to financial management. He really took the time to understand our goals and structured a plan that benefits us. On top of that, he’s a genuinely great person to work with.