Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: LA-Century City

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David Askew

David Askew, CFP®, CDFA®, FBS®, AEP®

Managing Partner

Indian Wells, LA-Century City, Newport Beach, San Diego, San Diego – Sorrento Valley, Woodland Hills, Thousand Oaks

Carol Ann Casebolt, CFP®

Wealth Advisor

Woodland Hills, LA-Century City

Chris-Gomez

Chris Gomez, CFP®

Wealth Advisor

LA-Century City

Danny Polyakov, CFP®, EA

Wealth Advisor

Woodland Hills, LA-Century City, Westlake Village

Lorenzo Riley, CFP®, CIMA®, CPWA®

Principal

Woodland Hills, LA-Century City, Santa Barbara

Rich Davtyan - Sr. Wealth Advisor

Rich Davtyan, CFP®

Principal

LA-Century City

Arevik Manukyan - Manager, Client Service

Arevik Manukyan

Manager, Client Service

LA-Century City

Dominique-Langerman

Dominique Langerman, MPA, CAP®

Regional Vice President, Endowments and Foundations

LA-Century City

Ian Smith - Client Service Specialist

Ian Smith

Relationship Manager

LA-Century City

Riley Baer

Riley Baer

Service Operations Associate

LA-Century City

Raul-Palma

Raul Palma

Regional Vice President

Kahului, LA-Century City, Pasadena, Santa Barbara, Woodland Hills, Thousand Oaks

Saman Bigharaz Image

Saman Bigharaz

Regional Vice President

LA-Century City, Kahului, Woodland Hills, Pasadena, Westlake Village

Anna Dominique Mendoza

Tax Associate

LA-Century City

Ashley Martinez

Tax Associate

LA-Century City

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