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Team

 
Seelan Subramaniam has earned a PhD in Finance and a Master’s in Business Administration during his 24-year career as a Financial and Tax Consultant. He is qualified with several designations including CFP®, CLU ®, ChFC® and PhD. He has...

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Vali Nasr

CEO of Claraphi

Mr. Nasr is a veteran of the industry. He has over thirty years of experience in retail broker-dealer and investment management operations and accounting. His extensive experience in asset management and advisory business includes...

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Clayton Woodrum is a founding partner of Woodrum, Tate & Associates, PLLC. His financial background encompasses over 40 years of experience from serving as a partner of a big eight accounting firm to chief financial officer of a major...

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Mark Roth

General Counsel - Claraphi

Mark Roth has practiced corporate and securities law for over 23 years. Since 1989, Mr. Roth has been conducting or supervising litigation, public and private offerings, compliance, regulatory and transactional matters for brokers,...

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Andrew Tang

Wealth Management Specialist

As an investment professional since 1998 in the financial services industry, Andrew helps clients protect, grow and transfer wealth during their lifetime with objective, unbiased, customized and efficient strategies. Andrew earned his...

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Jamie is the owner and founding partner of J. Miller Law Firm, P.L.L.C. Jamie started her own law firm in 2014 with a goal of helping business and individual clients focus on planning and problem solving. She works as a solo...

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Frank Stanley, CFP®

CERTIFIED FINANCIAL PLANNER​™

​U.S. Air Force Veteran with over 20 years’ experience working with high net worth clients in the advanced wealth management markets. In 2008, as a top performing global macro investment manager, Frank’s CTA program was ranked #1 in...

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Brindha Subramaniam

Operations Manager

Dr. Brindha Subramaniam is a pediatric psychiatrist. She earned her Bachelor’s Degree in Medicine and further continued to specialize in Psychiatry. As she delved into her career she chose to Super specialize and received her Doctorate...

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Roxanne M. Guinan

Business Development

Roxanna’s 25+ year financial services industry career began in her hometown of Baltimore, MD in the Dividend Department of Alex. Brown & Sons., Inc., a prestigious investment banking firm. After gaining a well-rounded understanding of...

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Tracy Kinder

Operations Specialist

Tracy graduated from Lehigh University in 2006 with a B.S. degree in Marketing. Since 2010, she has been working with Vali Nasr and has demonstrated an excellent aptitude for operations processes and client service. Tracy is an...

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Amanda Nguyen

Operations Specialist

Amanda graduated from California State University of Fullerton in 2013 with a B.A. degree in Finance. She has been part of the Seelan Wealth Strategies LLC since 2014. Amanda specializes in operations, billing, and client service. She...

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Nina (Nazanin) Amini

Administrative Assistant

Nina has a BA degree in Graphic Design and studied marketing and business courses. She has more than 10 years experience working as an account executive, working directly with clients and prospects. Jamie is an active person in the...

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Dave Burlin

Business Development Manager

Dave Burlin is a Marine Corps Veteran with a passion to help Veterans be successful in their transition from service to civilian life. For years, he has taken his passion into the world of entrepreneurship, helping companies and...

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Ashley Littlesun

Office Manager

While serving in the Marines, holding a position that was leader oriented began from day one . Ashley has held a leader position within the US Marines, Hewlett Packard, and as an Independent Broker/Consultant proving her leadership and...

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