Mr. Khash Montazami is the founder and Principal of Xerxes Financial Group. He founded the firm in 1996 in order to provide the personal financial consulting services preferred by his corporate and individual clients. Mr. Montazami was an early adopter of the ?fee for service? approach to financial consulting. As an independent Registered Investment Advisor, clients pay Xerxes either hourly or annual management fees rather than commissions on transactions. This relationship approach is fundamental to offering independent consulting services free from conflict of interest.
Prior to opening Xerxes Financial Group, Mr. Montazami was an associate at the Tyson?s Corner offices of Guardian Life Insurance Company of America, a diversified financial consulting business providing a range of solutions for client needs in retirement and risk management. A desire to provide truly independent guidance led Mr. Montazami to end his tenure at the Guardian in 1996 and a number of his clients followed him, providing the basis for Xerxes Financial Group.
Mr. Montazami is a long-time resident of Northern Virginia and a graduate of George Mason University, where he received a Bachelor of Arts in Economics in 1989. He currently lives in Springfield, Virginia with his wife and children.
Ms. Donna Montazami has been with Xerxes Financial Group since its founding, although she has been with the firm permanently as of January 2000. She functions as the firm?s administrator and office manager.
Prior to joining Xerxes Financial Group, Ms Montazami held several middle management positions in the retail industry, including Sodexo Marriott and Saks Fifth Avenue?s Beauty Salon, and as office manager at various physician offices. She is trained in QuickBooks and Peachtree software programs, as well as Microsoft Spreadsheet documents.
Ms. Montazami has lived in Springfield, Virginia since 1983. She enjoys power walks, Yoga, aerobic exercises and trips to the beach and mountains. Her favorite times are to hear her nephews refer to her as ?the awesome aunt.?
Ms Karen A. Shariati joined Xerxes Financial Group in April 2007, and provides financial and accounting services to the firm?s individual and corporate clients.
Prior to joining Xerxes, Ms. Shariati performed management, financial & accounting consulting services for a variety of industries, including publishing/graphic design, internet security, utilities, insurance and financial services companies. As a Management Consultant with PriceWaterhouseCoopers, LLC, she worked directly with government agencies?including Department of Defense and Department of Agriculture?performing activity-based costing/management (ABC/M), business process analysis, cost benefit analysis, and benchmarking. She found great reward in developing performance improvement strategies which brought long-term success to her clients.
Ms. Shariati attended University of Delaware for her undergraduate work. She successfully completed her double major in Administrative Management and Economics, and earned her Bachelor of Science degrees in 1992. Ms. Shariati went on to complete her graduate degree at The American University in Washington, D.C., where she received her MBA in Accounting in 1999. She is a life-time resident of the Washington Metropolitan area and resides in Potomac, MD with her family.
Mr. Ismail Laher joined Xerxes Financial Group in March 2008 as the firms Compliance Officer. Mr. Laher also has the added task of developing and directing the firm?s strategic growth initiatives.
Mr. Laher is an accomplished attorney and business advisor. He received his MBA from Harvard University in 1989 and a Jurist Doctorate from Georgetown University School of Law in 1991. He is a member of the New York and District of Columbia Bars.
Upon graduating from Georgetown University, Mr. Laher held an Associate Attorney position with the law firm of Jones, Day, Reavis and Pogue in their Washington D.C. office. Mr. Laher went on to found and manage a successful law office practice and real estate settlement company. His past success of developing and promoting business community networking forums is an integral component of XFG?s near term strategy.
Ish is a long time resident of Burke, VA, where he lives with his wife and three children. Though a highly skilled, highly successful professional, his fulfillment comes from knowing his most cherished gift is his family.
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