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Lindsey LewisSubscribe to Newsletter
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Becoming a Better Leader with Sanya Rizvi
Sanya is a market director for J.P. Morgan Wealth Management, based in Manhattan, and is responsible for managing financial advisors. Sanya started in the wealth management industry 22 years ago as a financial advisor, moving into management in 2008. Early on in her career, she learned the importance of great mentors. She was an educator prior to entering the field so she wanted to have a solid Personal “board of directors” advising her both personally and professionally. She has a passion for fostering young talent and looking within her local community to offer her mentoring expertise to young aspiring advisors. She is on the leadership board of Ellevate Network which helps foster career development for working professionals.
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Solving for Inflation
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Serving Clients’ Best Interests
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Annuities in Retirement Planning
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Retirement Planning and the 4% Rule
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Revisiting the Cryptoasset Conundrum

Andrew M. Zumwalt
MS, CFP®

Ray Fallen
MBA, CLU®, ChFC®, RICP®, CPCU®

Robert Steen
PhD, MBA, CFP®, RICP®

Cathy R. Sheffield
CAP®, CSPG®, CFRE®