our team

As a Legacy Services Associate, Zara plays a vital role in delivering trusts to families and guiding them through next steps. Zara provides clear communication, thoughtful guidance, and a smooth, reassuring experience during an important stage of a family’s legacy planning. Her background in property management fostered a strong, people-first approach, making her a natural fit for working alongside families in the financial services space. Zara genuinely enjoys helping others and she takes pride in creating a seamless and supportive experience, giving families confidence and peace of mind as they plan for their futures.

‍

Zara earned her bachelor’s degree from Colorado State University. She recently returned to Northern Virginia after a chapter in Colorado and currently lives in Arlington, Virginia. Outside of work, you’ll often find her spending time with family and friends, traveling, or relaxing at home with her two cats, Kitty and Fish.