Your Personal Team

 

Ashish Tomar ChFC®, CASL®

Financial Adviser

Ashish graduated from University of Aberdeen in Scotland with a Bachelor of Engineering degree in Mechanical Engineering. He served in the Royal British Army and worked as an Analyst for Securian Financial Group Before starting his own financial practice in 2005.

Ashish has earned the Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU), and Chartered Advisor for Senior Living (CASL®) designations from The American College in Bryn Mawr, Pennsylvania. His primary focus has been working with physicians, corporate executives, and business owners in clarifying what matters most to them and developing comprehensive strategies to help them achieve their financial objectives.

When Ashish gets away from work he loves to spend time with his family, travel the world, and read. He also serves on the board for Advancing Justice AAJC, a Washington DC based organization, as the Chairman of Audit Committee

 

Ram Subramanian

Principal

Ram, a veteran from the Indian Air Force, served the nation with honor and distinction before moving to the United States with his family. He has successfully guided high net worth clients towards achieving their financial goals since 2007.

Ram is passionate about working with physicians in private practice and business owners. He specializes in helping clients  implement  retirement plans, asset protection, and wealth transfer strategies.

When Ram gets away from work he loves to spend time with his family and travel to America's great National Parks. Ram’s philanthropic involvement is well known in the South Asian community. He supports local schools in the Las Vegas area as well as Akshaya Trust, a non-profit organization based in Madurai, India.