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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: Thousand Oaks

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Vicki Arndt, MBA, ChFC®

Wealth Advisor

Thousand Oaks

Raul Palma

Regional Vice President

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

David Askew, CFP®, CDFA®, FBS®, AEP®

Managing Partner

Indian Wells, LA-Century City, Newport Beach, Woodland Hills, Thousand Oaks

Matt Cook, CFP®, AEP®

Managing Partner

Kahului, Santa Barbara, Woodland Hills, Thousand Oaks

Kathryn Freid

Service Operations Associate

Thousand Oaks

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