Yaas is our firm’s Wealth Strategies Administrator and Joe’s right hand. She ensures that everything goes smoothly during the onboarding process. She is responsible for communication with prospective clients, independent advisors and other professionals, organizing meetings and tracking the progress of new clients.

Bringing remarkable experience, Yaas also performs the tasks of an executive assistant, making sure that Joe’s schedule for meetings, conferences, and travels is set up and being maintained precisely.

A former yoga instructor with an eye for style, Yaas brings creative problem-solving and organizational excellence to everything she does. Away from the office, you’ll find her engaged in chess and puzzles, or enjoying outdoor adventures with her dog, Miso.