I started my career in the financial world in 1980 by studying for the Chartered Accountancy exams. After successfully completing this post graduation, I was nominated to enter the ring of the Bombay Stock Exchange to make trades by the outcry system for my clients. The first 20 years of my experience was in India where I was instrumental in writing portfolios and coming up with lasting financial plans for my clients, providing them with financial independence. I moved to the US in 2005 and have since then continued where I left off in India. Here, in the US I continue to write my own portfolios and curate individualized plans for my clients based on their goals and aspirations. After about 40 years of being in the business, I now enjoy providing mentorship to the younger members of my team. I, with the help of my team members, can draw up goal-based plans leading to achievement of their goals.

I am married to Farida Kaka who has not only been my life partner but has been my support in my passion to help clients achieve their financial goals. We have been blessed with two daughters. Nazneen is in finance and the newest member of our team. Yaquta is pursuing a career in cardiology. I enjoy traveling and have been fortunate to visit more than 20 countries.  One of my goals is to visit all the national parks in the US. 

I began my wealth management career in 2006. Over the past 18 years I have had the privilege to guide my clients through their financial endeavors. I take an all-inclusive/ holistic approach while working with my clients to fully understand their needs. This process is something I call the “financial trilogy”; meaning, where you were, where you are now, and finally where you want to be in regard to your financial well-being. I believe this gives us the foundation needed to implement a comprehensive strategy going forward. 

On a personal note, my wife, Jeanette, and I were born and raised in Zanesville, Ohio. We have two grown boys both of which also live in Zanesville. Our motorhome allows us to travel and enjoy sites we otherwise would not see. A little-known fact is I have run 16 marathons with highlights being the scenic Big Sur Marathon, Niagara Falls and Boston. Jeanette and I also enjoy two Springer Spaniels, Jimmy and Joey. 

I have had the pleasure of working with individual, family, and business clients since 2015.  I am passionate about helping people achieve their financial and planning goals.  I assist clients in planning not only for their financial goals, but also for their life and legacy goals.  If a client of the team has more in-depth questions about trust and estate planning, I am the typically involved in the conversation.  After joining the team, I earned my B.S. in Financial Planning from Franklin University, a M.S. degree in Personal Financial Planning from The College for Financial Planning, and the CFP® designation.  I am happy that my clients are like family and that I get to work with wonderful people every day.

I have lived in Zanesville, Ohio most of my life and have been involved in many community organizations over the years.  I currently serve on the board of Transitions, Inc., a domestic violence shelter who serves victims of three counties in Ohio.  I am an active member of the Zanesville Kiwanis club in which I have served as a board member, club president, and Lt. Governor.  I also serve as a board member for Bethesda Healthcare as giving back to the community is near and dear to my heart.

I love to spend time with my family and friends, and I enjoy entertaining at my home.  Boating, riding ATV’s, traveling, and swimming are what I try to do in my spare time.  My family and I are avid Ohio State Buckeye fans!  My husband Matt and I have a daughter Emma who keeps us busy with volleyball, basketball, and 4-H.  

From a young age, I had an interest in building wealth. It wasn’t until after reading the book ‘Rich Dad, Poor Dad’ that truly ignited me to pursue a career in the financial world in 2019. I attended Bowling Green State University obtaining my Bachelor’s of Science in Business Administration. I am passionate about wealth creation and the power of the stock market. I take pride in being able to assist my clients to create a financial roadmap to meet their personal and unique goals. 

My wife and I have a Vizsla named Millie. We all enjoy traveling in our 1987 Conversion Van, most notably to beaches & boardwalks. Along with road trips, I enjoy running, reading, and the Cleveland Browns ruining most of my Sundays.

While still pursuing my Bachelor’s degree in Finance from the University of Cincinnati, I began interning with the team. I was moved by the work my elder team members were doing in helping their clients reach their financial goals. Plus, I loved getting to work every day with this amazing group of people. From there, I was hooked. I have had the wonderful opportunity to now stand alongside the team and help my own clients navigate through their financial ventures. All the work I do with my clients is goals based. I take them where they are today, understand what is most important to them, and create a plan to help get them where they want to go. 

Personally, my fiancé, Nate, and I reside just outside of Zanesville. Both being natives of Muskingum County, we decided there is no place like “home” and returned promptly after graduating college. We love spending time with our fur babies, Golden Retrievers, Hardy and Hix, along with a few rescue kitties and chickens. When we get the chance, we choose to get away to the beach or a country concert.

I began my wealth management career in 2022. As a former health care professional, I saw an avid need for responsible financial education and planning, especially in the health-care world. Growing up in a home where conversations around investments, money management, and the stock market were daily occurrences, I found my colleagues constantly coming to me for advice. In the summer of ‘22 I had an incredible opportunity to join my father, Shakir Kaka, who is my mentor and one of the senior members of the team. My goal is to help my clients achieve financial freedom and thereby peace of mind with regards to their financial future. The starting point can be as simple as helping clients discover their goals, and over a series of conversations, creating a personalized plan. My process involves actively writing and managing portfolios for the client that are specific to their goals. I am passionate about cultivating a strong client-advisor relationship of trust and open communication and I am truly reachable at any time of the day! 

I was born in Bombay (Mumbai) and have lived in 10 different cities in the US with a client base all over the country. In my down time, I enjoy running and yoga and enjoy traveling and hiking with my family.

I was in bank management for four years prior to joining the team and starting my wealth management career. I work directly with the team to provide administrative support for new and existing clients. As the administrative partner for the team, I can assist clients with day to day needs so that the advisors can focus on the investment and planning process.

I earned a B.S. degree in Human Resource Management from Franklin University. I have three adult children and five grandchildren. I recently became engaged to my fiancé Rick, and we reside in Zanesville, Ohio. We love to work on house projects and enjoy traveling.