Senior by default. Small by design.

Each member of the team is accountable to a small number of families. We do not pyramid relationships.

Select a name to read the full bio.

Jay, Founder & CEO

Founder & CEO

Jay

Jay is a CPA and MBA-trained advisor who founded Velinor Group to fill a gap he kept seeing in the market: smart, successful business owners being underserved by fragmented professionals who operate in silos.

Velinor Group operates as a high-end family office advisory firm, assembling and coordinating a curated team of CFOs, tax accountants, attorneys, and advisors tailored to each client's specific needs. Jay's role is to lead every principal relationship, align the right professionals, and make sure every decision connects to the client's broader financial picture.

His edge is not just technical. It is relational. Jay's ability to earn trust quickly, ask the right questions, and translate complex financial strategy into clear direction is what keeps clients confident and engaged for the long term.

Zahra, Tax Advisor

Tax Advisor

Zahra

Zahra is an Enrolled Agent, Certified Tax Coach, and MBA-trained strategist with over a decade of experience helping business owners keep more of what they earn. She has built her reputation on one thing: finding what others miss.

Where most accountants show up at tax season, Zahra operates year-round, identifying credits, deductions, and overlooked strategies that add up to real savings. She has represented many clients before the IRS, FTB, EDD, and other tax agencies, and has a track record of resolving complex tax issues that other professionals walked away from.

At Velinor Group, Zahra serves as the tax strategy lead for clients in engineering, construction, and professional services, bringing proactive planning and IRS representation that most firms simply cannot offer.

Leila, CFO Advisor

CFO Advisor

Leila

Leila Hale is an accomplished Chief Financial Officer with over 28 years of experience in accounting and financial leadership. She holds a bachelor's degree in accounting and an MBA with a focus on Leadership and managerial Accounting, along with a professional certification in Human Resources.

Leila has led financial strategy and operations across a diverse range of industries, including manufacturing, retail, hospitality, and entertainment and more. Her broad experience enables her to navigate different business environments, drive growth, and implement financial reports, budgeting, and organizational strategies.

Leila establishes and combines financial expertise with GAAP insights to build high-performing teams, supports and creates long-term organizational success in different degrees.

Eric, Trust & Investment Advisor

Trust & Investment Advisor

Eric

Eric is a wealth and investment advisor focused on structuring and managing assets within a coordinated, long-term strategy. His work centers on aligning investment decisions with broader tax planning, estate structures, and overall financial objectives.

He works closely with clients to evaluate opportunities, manage risk, and ensure that capital is deployed in a way that supports both current income and long-term wealth preservation.

Eric's approach emphasizes integration, ensuring that investments are not managed in isolation, but as part of a fully aligned financial strategy designed to support multi-generational goals.

Nima, Offshore Hiring Advisor

Offshore Hiring Advisor

Nima

Nima is a global talent and workforce strategy advisor focused on helping companies build and scale high-performing teams across international markets. As a Co-Founder of Revaya, he specializes in sourcing, managing, and integrating offshore talent to improve efficiency and support business growth.

His approach goes beyond traditional recruiting, focusing on creating structured, reliable, and scalable hiring solutions that align with each company's operational and financial objectives. He works closely with business owners to optimize team structure, reduce overhead, and maintain quality while expanding capacity.

Nima brings a strategic and execution-driven mindset, ensuring that global hiring is not just cost-effective, but fully integrated into the company's long-term growth strategy.

Francisco, Nearshore Hiring Advisor

Nearshore Hiring Advisor

Francisco

Francisco is a talent acquisition and workforce strategy specialist focused on helping companies scale through nearshore hiring solutions. He works with businesses to build high-performing teams by connecting them with qualified talent across international markets.

His approach goes beyond traditional recruiting, focusing on creating structured and reliable hiring systems that improve efficiency, reduce overhead, and support long-term growth. Nearshore hiring enables companies to access skilled professionals while maintaining strong collaboration and operational alignment.

Francisco works closely with leadership teams to design hiring strategies that integrate seamlessly into their operations, ensuring that talent is aligned with both financial objectives and long-term business strategy.

Kayla, HR & Payroll Advisor

HR & Payroll Advisor

Kayla

Kayla is an HR and organizational strategy advisor with over two decades of experience across corporate and consulting environments. She specializes in human resources strategy, compliance, and workforce management, supported by advanced certifications including SPHR and PHR-CA.

Her work focuses on building strong organizational structures, aligning teams with business objectives, and implementing scalable people strategies that support growth and long-term stability.

Kayla is known for her practical, values-driven approach, ensuring HR strategy strengthens both compliance and overall business performance.

Babak, Brand & Storytelling Advisor

Brand & Storytelling Advisor

Babak

Babak brings over a decade of experience helping businesses build brands through powerful storytelling and cinematic content. After starting his career as a professional screenwriter and animator, he transitioned into brand storytelling with a focus on helping companies communicate who they are, not just what they sell.

Over the years, Babak has led creative projects for startups, growth-stage companies, and family-owned businesses, producing impactful brand campaigns that combine strategy, emotion, and visual storytelling.

At Velinor Group, he leads creative direction and branding initiatives, helping businesses translate their mission into compelling narratives that strengthen identity, build trust, and create lasting impressions. Babak works alongside a curated team of creatives who share his commitment to quality, authenticity, and creating work that stands out.