ashish khanna , jd , cap
Partner at Frontier Investment Management Company
partner frontier investment management co. | jd , mba , & cap | comprehensive financial , estate , & legacy planning | building future , today
partner frontier investment management co. , advise hnw individual family identify administer strategic investment estate plan facilitate values-based dialogue help family connect value planning . additionally , spearhead client experience , acquisition , retention , member frontier ’ management committee . 15+ year experience designing implementing comprehensive , sophisticated estate planning investment strategy . across career , built proven record cultivation stewardship hnw client strategic development , crafting solution individual family line personal value achieve impact purpose . addition , maintain numerous professional affiliation . include : -the managing partner committee , frontier investment management company , dallas , tx -advisory board trustee , community foundation texas , dallas , tx -dallas diversity , equity inclusion committee , provisors , dallas , tx -marketing advisory group , hightower advisor , chicago , il -i also spoken presented numerous conference spanning many topic business world . academic credential include : -bachelor ’ degree washington university st. louis -m.b.a. university miami -j.d . washington university st. louis school law .
Frontier Investment Management Company
https://www.linkedin.com/company/frontier-investment-management-co.
Dallas/Fort Worth Area
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Partner
Larson Financial
https://www.linkedin.com/company/larson-financial
Larson Financial Group is one of the largest financial planning firms in the country that specializes in working with physicians. We spend time identifying the goals and needs of physicians and dentists and then coordinate a plan to achieve those goals. Our services include tax planning, asset protection, exit medicine strategies, college planning, investment management, insurance audits, car lease vs buy, practice structuring, contract negotiation, real estate purchases and management, and any other financial related topics.
Greater Chicago Area
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Financial Advisor
Trilogy Law Group
https://www.linkedin.com/company/trilogy-law-group
Trilogy Law Group was founded on the principle of three. Our three components are our three core practice areas: business law, estate planning, and tax law.

Business Law. Trilogy currently represents individuals, a variety of corporations, limited liability companies, partnerships, and joint ventures. We assist our clients with a multitude of business legal services.

Estate Planning. Trilogy has a wide range of clients, but we focus on professionals, business owners, and mid-to-high-net-worth individuals. Trilogy is a member of Wealth Counsel, the Advisors Forum, and Elder Counsel, a nationwide network of over 3,000 estate planning attorneys that help us to stay at the cutting edge of our profession. As well, and because of our Tax Law practice, we neither shy away from nor gloss over the tax issues that affect every single trust and estate.
Greater Chicago Area
Partner
Khanna Law Group
Manage office providing legal advice in small business planning, estate planning, asset protection and physician planning.  Assisted clients with drafting comprehensive estate plans, variety of business agreements, and business plans.  Responsible for procuring clients, providing legal and financial advice, and creating liaisons with attorneys, financial planners, insurance agents and other professionals.
Greater San Diego Area
President
Ice Miller LLP
https://www.linkedin.com/company/ice-miller
Represented clients in a range of private equity, venture capital, and other financing, acquisition, divestiture, and investment transactions in a variety of sectors including life sciences, consumer products, transportation, healthcare, software and information technology, and manufacturing.
Indianapolis, Indiana Area
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Associate Attorney
Juris Doctor (J.D.)
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Washington University in St. Louis School of Law
https://www.linkedin.com/school/washulaw/
Master of Business Administration (M.B.A.)
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University of Miami - School of Business
https://www.linkedin.com/school/miami-herbert-business-school/
Bachelor's Degree
Economics
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Washington University in St. Louis
https://www.linkedin.com/school/washington-university-in-st-louis/
https://www.linkedin.com/in/arthur-d-salmon-iv-cfp-6a07a71
Dallas, TX
Arthur D. Salmon IV, CFP
Certified Financial Planner at GS WEALTH MANAGEMENT
https://www.linkedin.com/in/anthony-watts-profile
Tullahoma, TN
Anthony Watts, CFP®, ChFC®
Financial Advisor at SmartBank Investment Services / Raymond James
https://ca.linkedin.com/in/ayanaforward
Ottawa, ON
Ayana Forward, CFP®
Certified Financial Planner® | MoneySense Financial Expert | Helping you build a clear plan for retirement
https://www.linkedin.com/in/aspensmith
Pittsburgh, PA
Aspen Smith
Paraplanner/Financial Advisor Trainee
https://www.linkedin.com/in/ashleylbernard
Eagle, ID
Ashley Bernard, MS, CFP®, AFC®
Financial Counselor, Administrator, and Process Improvement Consultant
https://www.linkedin.com/in/anthony-essis-cfp%C2%AE-bfa%C2%AE-cfs%C2%AE-a87ba8a
Lancaster, PA
Anthony Essis CFP®, BFA®, CFS®
Financial Advisor at Mettle Financial Group
A financial advisory practice of Ameriprise Financial Services, LLC
https://www.linkedin.com/in/ashleydour0
New York City Metropolitan Area
Ashley F. Dour, CFP® CDFA®
Vice President, Financial Advisor, Portfolio Manager, Certified Financial Planner™, Certified Divorce Financial Analyst® at Morgan Stanley
https://www.linkedin.com/in/anniekropinova
United States
Annie Kropinova, CFP®
Associate Financial Planner | MBA Candidate
https://www.linkedin.com/in/audreycollinsmorrison
Denver, CO
Audrey Collins Morrison
President and CCO at Cairn Financial Advisors, LLC
https://www.linkedin.com/in/april-feinberg-b0299645
Lake Forest, IL
April Feinberg
Financial Consultant at AXA Advisors, LLC
https://www.linkedin.com/in/anthonymezzcpa
Matawan, NJ
Anthony Mezzasalma, CPA, CFP®
Partner at Mezzasalma Advisors
https://www.linkedin.com/in/anthony-badillo-cfp-chfc-ea
Washington DC-Baltimore Area
Anthony N. Badillo, CFP®, ChFC®, EA
Director, Financial Planning at Edelman Financial Engines
https://www.linkedin.com/in/anthony-wyss-2442734b
Harrington Park, NJ
Anthony Wyss
CPA, Certified Financial Planner (TM), CFP at Anthony J Wyss
https://www.linkedin.com/in/audreywjones
Lake Mary, FL
Audrey Wehr Jones, CFP®
Wealth Architect, CERTIFIED FINANCIAL PLANNER Professional™
https://www.linkedin.com/in/corey-martin-3617735
Moline, IL
Corey Martin
Director at Newport Group
https://www.linkedin.com/in/perrysingh121
United States
Perry Singh
Technology Investment Banking | NYU MBA | Experienced Entrepreneur
https://www.linkedin.com/in/stantonfarmer
Madison, WI
Stan Farmer, CFP®
Partner & Director of International Financial Planning  at Walkner Condon Financial Advisors
https://www.linkedin.com/in/german-rivas-5b9965161
North Bergen, NJ
GERMAN RIVAS
Executive Director at Venezuelan Immigration Voice
Liked by Ashish Khanna, JD, CAP
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Yesterday was my first-year anniversary at Hightower Advisors and I jokingly told my colleagues we needed to celebrate. 😂 So Liz Skinner surprised…
Liked by Ashish Khanna, JD, CAP
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ALL SMILES WITH SHAQ! So cool chatting with Shaq during his visit to Dallas as the speaker of the annual Destiny Awards Luncheon. It was such a…
Liked by Ashish Khanna, JD, CAP
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It’s been 4 years since Celeste joined our firm.   So glad she took the leap and moved to Dallas.  Happy Anniversary!
Wealth Management: RIAs, Wealth Managers, Investment Advisors, Private Banking, & Financial Advisors
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ProVisors – Dallas/Fort Worth
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Texas Study Group for Chartered Advisors in Philanthropy (CAP®)
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