Sami Shbeeb is a financial advisor at Terraform Wealth, LLC in Houston, TX, holding a Series 65 designation with two years of industry experience. He has been with Terraform Wealth since 2023 and also owns and operates various small business entities. Outside of financial advising, Shbeeb is a licensed Texas real estate agent working with Meridian Real Estate, handling both residential and commercial transactions. Terraform Wealth, LLC provides portfolio management and advisory services primarily to high-net-worth individuals, offering customized Investment Policy Statements and discretionary management across diversified holdings including mutual funds, ETFs, real estate funds, private equity, hedge funds, and other alternatives. The firm employs a range of analytical methods and investment strategies tailored to clients’ goals, tax considerations, and risk tolerance.

Paul Chiaro Jr. is a financial advisor with Terraform Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Energy Research Advisors and Eagle Global Advisors. Outside of advisory work, he owns a cow calf ranch near Houston and is the owner of Energy Research Advisors, an investment consulting firm. Terraform Wealth, LLC provides portfolio management and investment advisory services primarily to high-net-worth individuals, utilizing a range of analytical methods and investment vehicles. The firm manages over $200 million for a small client base and employs sophisticated trading strategies and third-party manager arrangements.