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Raj Chokshi, CPA, MBA, CFP®
Partner
A Partner and one of the original
founders of Niagara Financial Advisors, LLC, Raj has over 11 years of
experience in the financial services industry. A financial planner who works
regularly with clients, Raj specializes in personalized investment planning,
financial planning and tax preparation and consulting.
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Paul Kindzia, CPA, MBA, CFP®
Partner
A partner and one of the original founders of Niagara Financial Advisors,
LLC, Paul has over 15 years of experience in the financial services industry.
As a Certified Public Accountant and
CERTIFIED FINANCIAL PLANNER®
professional who enjoys
working closely with clients, Paul specializes in personal investment management,
financial planning and tax consulting.
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Shawn Meade, CPA, MS, CFP®
Partner
A Partner at
Niagara Financial Advisors, LLC,
Shawn has worked in the
financial services industry for
over 14 years. Shawn started
his financial services career in
1994 at Ernst & Young in
Atlanta, Georgia. Shawn had
originally worked at Ernst &
Young in 1993 for a short time
as an intern while enrolled in
the Ohio State Honor Accounting
program. Prior to accepting the
Ernst & Young internship, Shawn
worked at Price Waterhouse in
the Columbus, Ohio office in the
accounting department.
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Larren Odom, MBA, CFP®
Financial Planner
Larren obtained his MBA in Personal Financial Planning from Georgia State
University and has a Bachelors Degree in Political Science from the University
of Florida. Upon graduation from Florida, he worked briefly as a reporter in
North Dakota and Ohio. Larren then worked for nine years as an Insurance Specialist
before deciding to enter the financial planning field.
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Traci Martin
Office Manager
Traci’s contribution to Niagara Financial’s success is easily summed
up by Partner Raj Chokshi. "Traci has an ability to take on any task
that is required. She is very easy to work with and is incredibly efficient
at multi-tasking." Traci is involved, on a daily basis, with implementing
the strategies designed by the advisors at Niagara Financial.
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