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Meet the Team

Wealth Advisors & Professionals

Listen,
Guide,
and Lead

At Crescent, our advisors are more than credentialed professionals–they are long-term partners who walk alongside clients with quiet confidence and purposeful care.

Specialized Process

Each advisor brings years of specialized expertise across investment management, multigenerational planning, business succession, and faith-aligned strategies.

Guiding Principles

What unites them is not only their technical insight but lead with your best interest in mind. As fiduciaries, they’re committed to transparency, helping you navigate complex decisions and pursue your goals with clarity.

Professionals Behind the Scenes

Ahmad Quqa, MBA, AAMS™

Founder & CEO - Wealth Advisor

Azaz Mehmood

Wealth Advisor

Muhammad Dahnoun

Wealth Advisor

Ali Zelmat

Director of Operations

Ibraheem Amin

Associate, Investment Strategy

Heidi Moreno

Associate, Client Services

Mona Amiri

Associate, Client Services

Zach Sproles

Associate, Client Services

Nada Wafa

Associate, Client Services

Hassan Masood

Marketing & Operations

Collaborative Approach to Serve You Best

At Crescent, you gain a team aligned around your vision. Our professionals collaborate to offer you the full depth of our experience with your goals in focus.

Our team approach ensures that you are not only supported but surrounded by professionals who are unified in purpose and fully invested in your success.

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  • Financial Disclosures

Financial Disclosures

Check the background of your financial professional on FINRA’s BrokerCheck.

All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services, Crescent Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.