Experience

Donny began his career in the financial services industry over 20 years ago with UBS.  He received a B.B.A. in finance, graduating with honors from The University of Texas at San Antonio.

For two decades, Donny worked closely as a partner with his father, Fred, on the Kasiri Wealth Management team. As a Financial Advisor and CFP® professional, Donny draws upon this invaluable experience, as well as extensive and comprehensive financial training, to prudently practice wealth management tailored to individual circumstances.

He holds the Series 7 and 66 securities licenses as well as life and health insurance and variable annuity licenses.

Donny has distinguished himself among his peers by attaining the CERTIFIED FINANCIAL PLANNER® certification.  The CFP® mark identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP® Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

Donny and his team believe that wealth management is more than just a wide range of services and solutions. This is what separates Kasiri Wealth Management from the rest; they offer a customized wealth management approach, built on a personal relationship and shaped by an understanding of your needs and aspirations. In addition, Donny and his team draw upon the unique advisory and investment brokerage capabilities of UBS-one of the world’s largest wealth management firms.

Donny loves spending time with his dogs and supporting animal shelters, working outdoors and visiting family.

Shadan is a financial advisor with Kasiri Wealth Management. She came to UBS in January 2022 from the world of critical care, where every decision is deliberate and every relationship is built on trust. Now, she brings that same level of rigor, discretion, and care to the financial lives of clients.

In the financial industry, Shadan has earned the CERTIFIED FINANCIAL PLANNER® certification, reflecting her dedication to providing the highest standard of financial planning. With this, she brings a fiduciary standard as well as advanced training in the financial planning process, risk management, investments, tax planning, retirement, and estate planning to every client relationship. She also holds the Accredited Asset Management Specialist℠ (AAMS®) designation, FINRA Series 7 and 66 securities licenses, as well as life and health insurance and variable annuity licenses.

Prior to UBS, Shadan graduated from The University of Texas at Austin with a B.S. in Nutrition and went on to work as a registered dietitian and Board Certified Specialist in Pediatric Nutrition in the Neonatal Intensive Care Unit.

Away from business life, Shadan enjoys traveling, being active outdoors, skiing, live music, and spending time with friends and family.

Sharon began her career in the financial services industry in 1991 and has worked in several different capacities including branch administrator, client service associate and branch liaison. She holds Series 7, 63 and 66 licenses.

Sharon joined the Kasiri Wealth Management team at UBS as a Senior Registered Client Associate in January 2010. With over 34 years of experience, she brings extensive knowledge as well as diligence to every interaction. Her caring, friendly and committed approach to the administrative side of our business enhances each client's experience.

Outside of the office, Sharon enjoys doing crafts, watching football and baseball games, spending time with family, and cookouts.