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Who We Are

Values drive value

Built Around What Matters Most

Our wealth managers are strategic partners — experienced, insightful, and driven by a fiduciary duty to act in your best interest. With expertise across investments, planning, and business transitions, they bring clarity to complexity and confidence in your decisions.

Excellence in action

Professionals Behind the Scenes

Our operations and service team ensure every detail is seamless — from client onboarding to document coordination and communication. They bring a level of care and precision that reflects Crescent’s standards.

Meet Our Team

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  • Ahmad Quqa, MBA, AAMS™

    Founder & CEO - Wealth Advisor

  • Azaz Mehmood

    Wealth Advisor

  • Muhammad Dahnoun

    Wealth Advisor

  • Kashif Osman

    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

    Associate, Operations

Partner
with
Purpose

When your wealth carries complexity, your advisory relationship should carry clarity. 

Client-Centered Process

Your Vision, Our Focus. From discovery to design, implementation to ongoing refinement, we take the time to understand your needs and values. We craft every financial strategy with intention and tailor partnerships grounded in your goals, values, and vision for the future.


At Crescent, we connect discerning individuals, families, and business owners with advisors who understand the full weight and opportunity of their financial lives.

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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.