Amar Shah founded Client First Capital to create a platform that reflects his values and provides impartial, evidence-based advice to his clients around maximizing their financial well-being.

Cary has 35 years of experience in Financial Services. During his time at USAA, Cary was the Executive accountable for a large part of the Financial Planning and Advice business with over 400 Financial Advisors in 6 locations across the United States.

Cheri brings almost 30 years of corporate and small business experience to her position as a Financial Advisor at Client First Capital. She is dedicated to empowering female entrepreneurs to minimize tax liabilities and maximize business opportunities, allowing them the freedom and flexibility to focus on growth and innovation.

Throughout his 28 years of financial industry experience, Tom has worked at several firms including Schwab, USAA, Merrill Lynch and Smith Barney, serving in leadership positions and as a wealth manager.