Julia received her Bachelor of Science in Accounting from the University of Texas at Dallas.  Her minor is in Management Information Systems.  She also graduated out of Southern Methodist University Cox Business School 2002 as  Valedictorian. 

Julia brings over twenty years of accounting, tax and audit experience including J P Morgan, and Intuit.  She is highly esteemed in the finance and accounting field and has established a character for distinction which uniquely qualifies her to serve Frisco businesses, non-profit organizations and individuals with an extensive offering of tax services, creating LLCs, C or S Corporations. 

Roopadevi Ambati is our Admin.  She completed her Bachelor's in Electrical Engineering.  Currently, she is pursuing her Masters in Computer Science at the University of North Texas.  

In addition, she brings expertise working at DXC Technology in the SAP industry.  She can actively contribute by identifying efficiency to your company’s solutions portfolio by providing information ranging from technical knowledge to methodologies. 

Roopa will be able to make improvements so you can manage your essential purpose effectively and flourishing your firm.          

Nik is a licensed financial professional .  He focuses on maintaining a culture that promotes client-focused, incisive financial planning that helps clients navigate the pre-retirement and post-retirement phases of their financial lives. Nik has over 7 years of experience in the financial industry working with high-net-worth business owners, families, and startups. He is driven by building deep relationships with his clients so he can better understand how to help them achieve their long-term financial goals. Nik is a “Top Of The Table” member of MDRT, Million Dollar Round Table, the premier association of financial professionals!

Nik earned his Bachelor’s in Finance from the University of Texas at Dallas in 2015. He resides with his wife and daughter in Dallas, TX. In his spare time, he enjoys playing sports, traveling, and spending time with his family. 

Cosine Yu is a licensed financial advisor.  She is appointed with major top financial institutions across the country.  She can furnish you with advice on all complex financial products such as different types of fixed or variable annuities, life insurance with cash value, Long-term care insurance, IRA/Roth IRA, Mutual Funds/ETFs, College 529 plans, and Estate planning. 

An investment strategy to avoid or reduce tax liability for your retirement and aligning your needs to further invest to receive a consistent stable income is one of the key factors she can contribute.  Her Bachelor is in International Economics and a Master’s degree in Business Administration. She possesses multi-state insurance licenses and federal security licenses across USA.