Vashanti Mehta

A true “people person” who has a passion for serving others and providing elite customer experiences, Vashanti has been a valuable member of the Wealth Solutions team since 2013.

Vashanti came to the firm with considerable experience in the fields of investments, currency, banking and the hotel industry. Her professional knowledge, coupled with her vast customer service skills, make her essential to our client relationships and workplace operations.

“All my life, I have been dealing with the public and servicing them,” she says. “If clients have an issue, they know that I will get the answer or resolve the issue.”

Vashanti and her husband, Jay, have been married for more than three and a half decades and are blessed with an adult daughter named Priyanna, who lives nearby. They are longtime residents of Austin and caregivers for Jay’s father.

When she isn’t helping clients, Vashanti enjoys audiobooks, baking, crafting, traveling as much as possible and spending time with her family.

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