our team

As a Client Transfer Specialist, Zara plays an important role in guiding our clients through logistical communications with ease. Her background in property management shaped her people-first mindset, making her transition to the financial services industry a natural fit. Zara works closely with families to ensure their their experience with our firm is smooth and stress-free. She takes pride in creating a seamless experience, giving families peace of mind knowing their financial processes are handled with care and efficiency.

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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 cat, Kitty.