Our Team

Our team consists of exceptional individuals who, through collaboration and sharing of diverse perspectives and experiences, formulate unique solutions to help our clients address complex strategic and financial challenges.

Bazal CEO of team

Bazal Morani


Bazal Morani, is a financial planner that assists clients with legacy protection planning, retirement planning, and income protection planning. We provide insight on sound financial decisions and different considerations needed while making decisions. We also provide the related services related to the above mentioned discussions to ensure that the client gets the full support that they need in their financial journey.

Amir senior advisor of team

Amir Morani

Senior Advisor

Nafisa client relations of team

Nafisa Aziz

Client Relations

Han Luu


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1349 Empire Central Dr. Ste. 700 Dallas, TX 75247