Managing Partner, Co-founder
Nik Jeevaraj is the Co-Founder of Surely Now, a financial firm that provides retirement planning, estate planning and life insurance solutions. Nik focuses on maintaining a culture that promotes client-focused, incisive financial planning that helps clients navigate the pre-retirement and post-retirement phases of their financial lives. Nik has over 7 years of experience in the financial industry working with high-net-worth business owners, families, and startups. He is driven by building deep relationships with his clients so he can better understand how to help them achieve their long-term financial goals. Nik is a “Top Of The Table” member of MDRT, Million Dollar Round Table, the premier association of financial professionals!
Nik earned his bachelor’s in finance from the University of Texas at Dallas in 2015. He resides with his wife and daughter in Dallas, TX. In his spare time, he enjoys playing sports, traveling, and spending time with his family.
Business Coach & Exit Planner
As a Business Coach & Exit Planner with SurelyNow LLC, Rajiv is passionate about working with individuals, families and businesses to help them organize their finances while they navigate the two parallel paths. The first of these paths is to protect today what they have and are building while the second path is the long-term road to wealth accumulation. For both of these paths, our objective is to utilize efficient and holistic strategies for the client’s tax situation and goals.
Rajiv’s 35 years of experience in Finance, management, business knowledge combined with his cross industry experience, make him the ideal candidate to help you solve your next business challenge.
Associate Vice President – Operations
Jenny Sarangaya is an experienced analyst in the oil and gas, real estate and financial industry. She is driven by client relations and takes pride in providing the best service possible by giving every account and client the attention they deserve.
She offers significant support in ensuring the success of all new client onboarding. She has proved the ability to cultivate a collaborative team and drive home the purpose and mission of team performance. Her focus on educating her clients helps build long lasting relationships of trust and loyalty.
Her work includes the aiding and assisting with the onboarding of new accounts while educating and serving as a liaison for new and existing clients. Her knowledge and experience with our products exudes confidence and passion for the future of all clients at SurelyNow.