Meet the Kotini & Kotini Team

A team that actually talks to each other runs the planning layer between you and an 80-plus vetted specialist network. That's the model. Below is who holds each seat.

Paavan Kotini

Founder & CEO

Paavan founded Kotini & Kotini in 2011. His path in was unconventional: biomedical engineering at Vanderbilt, the Executive Entrepreneur Accelerator at Wharton, then a StreetWise MBA at Interise. Outside client work, he’s the 2x bestselling author of Effortless Wealth and Tax-Efficient Whitecoat, contributor to The Art of Proactivity, and host of the Effortless Wealth podcast. Featured in NBC, MarketWatch, Business Insider, AP, and PR Newswire. Operating philosophy: Love All, Serve All.

Jay Borden

Office Manager

Jay’s background is C-level strategy and operations, Big Four consulting, and co-founding a cybersecurity firm. At K&K he’s the operational backbone behind every engagement, working at the layer where systems, process, and risk management intersect with client delivery. His pattern across two decades has been consistent: remove the friction that keeps teams from doing their best work.

Angelique Kaleb

Private Client Concierge

As the Private Client Concierge at Kotini & Kotini, Angelique acts as the central hub and primary point of contact for our clients. She plays a pivotal role in seamlessly connecting clients with our elite network of financial, legal, and tax specialists.

The VFO Specialist Network

Behind this team sits a vetted network of 80 to 100-plus specialists across the six disciplines K&K coordinates.

CPAs and tax strategists. Credentialed CFPs, CFAs, and Registered Investment Advisors. Estate and business attorneys. Risk and insurance specialists. Business valuation analysts. Charitable planning experts. Lifestyle concierge resources.

The whole team weighs in before any specialist joins. The standard isn't credentials alone. It's whether the person plays well in a coordinated environment, communicates cleanly across disciplines, and treats clients the way the firm needs them treated. The network exists so the right specialist is already there for the right client moment. No client should have to go find their own mid-plan.

The career pivot that made coordinated planning the founding idea lives on the long version of how this practice came together. The step-by-step view of how the team shows up across an engagement lives on our process page.
For the team's professional designations, registrations, and the regulatory framework behind the coordination model, see our disclosures page.

Want to See How the Team Would Show Up for You?

Book a complimentary mutual fit discovery call. It's 30 to 45 minutes, no cost, no obligation. Bring whatever's keeping you up at night. We'll give you an honest read on fit. Fit goes both ways.

(804) 372-8307 · info@kotiniandkotini.com · Monday–Friday, 9:00 AM – 5:00 PM EST

Richmond, Virginia · Serving clients nationwide

Kotini & Kotini is a boutique Virtual Family Office that quarterbacks tax, wealth, risk, legal, business advisory, and lifestyle planning for first-generation wealth builders across all 50 states. K&K does not manage portfolios or provide legal services directly. Investment work happens through credentialed Registered Investment Advisors in the VFO network, and legal services are coordinated through partner attorneys. K&K plans alongside your existing CPA, who continues to handle filing.