Samira has been in the financial and securities industry since 1999. She plays a vital role as the Managing Coordinator/Liaison for the Investment and Financial Planning Division of our firm. She plays an integral role in the daily communication and detailed paperwork required in opening new client accounts, while diligently managing clients’ reports, thoroughly attending to existing client requests and account updates.
She graduated with a master’s in accounting, PA licensed in Accident and Health, Life and Fixed Annuities; being an Enrolled Agent (EA) enrolled to practice and represent before IRS and Annual Filing Season Program (AFSP) prepares tax returns.
Samira has a passion for travelling with her family within and outside the country, enjoys listening to trilingual music, gardening, interest in Bollywood dance and in spare time likes doing art and craft work. Samira resides in Bucks County with her husband and daughter who graduated with Master of Business Analytics (MBAn) from MIT (Massachusetts Institute of Technology) and Bachelor’s degree with major in Cognitive Science and minor in Spanish from Swarthmore College.