Senior Vice President–Wealth Management
Subeer has been in the wealth management business since 1993. He is dedicated to creating long-term relationships with his clients. Subeer focuses on putting his clients' goals first. He listens carefully to concerns and needs, and works attentively to develop a financial plan that maximizes wealth. Subeer wants to ensure that client goals and objectives are being met.
Subeer is a graduate of the University of California, San Diego with a B.A. in Economics and a graduate of DePaul University with a M.B.A. in Finance.
A Washington native, Subeer and his wife Sonia reside on Mercer Island with their 4 kids. Away from the office, he spends time traveling, playing golf, tennis, and basketball. Subeer is a supporter of many non-profit organizations such as Asha for Education, Kiran-Anjali Project, and the Mercer Island School's Foundation.
Senior Vice President
It's vital to take a holistic approach to wealth management, and it all begins with this promise: to provide you with the insight and perspective that, over time, can make a valuable difference in your life. Whether it's to protect your estate for the next generation or to contribute to the philanthropic causes that mean so much, I provide the guidance you need to gain clarity, weigh your next steps and choose a strategy you can depend on and begin acting on today.