Team

My Areas of Focus Investments Mutual Funds, Stocks and Bonds, Fee-Based Asset Management Services Retirement Planning IRAs, 401(k) Plans, Pension/Profit Sharing Plans Insurance Fixed and Variable Life Insurance, Disability Insurance,...

Ka joined the Nastali Financial Services team in 2022. Her background in retail banking has lead her to realize her passion in finance and future planning. She loves connecting with clients and making them feel heard - what's important...

Laura Sharkey has been on the team since 2012, she started as a client of Alan’s and the rest is history. With experience in restaurant and healthcare management, she brings strong customer service and attention to detail to the...