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: Woodland Hills

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David Askew, CFP®, CDFA®, FBS®, AEP®

Managing Partner

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

Matt Cook, CFP®, AEP®

Managing Partner

Kahului, Santa Barbara, Woodland Hills

Carol Ann Casebolt, CFP®

Wealth Advisor

Woodland Hills, LA-Century City

Danny Polyakov, CFP®, EA

Wealth Advisor

Woodland Hills, LA-Century City, Westlake Village

David Ventura, CFP^®, EA

Wealth Advisor

Kahului, Santa Barbara, Walnut Creek, Woodland Hills

Lorenzo Riley, CFP®, CIMA®, CPWA®

Principal

Woodland Hills, LA-Century City, Santa Barbara

Michael W. Johns, CFP®

Sr. Wealth Advisor

Woodland Hills

Stewart Schrader, CFP®

Wealth Advisor

Woodland Hills

Brittany Doyle

Director, Client Service

Kahului, Santa Barbara, Woodland Hills

Destiny Collins

Client Service Specialist

Woodland Hills

Sasha Fridlyand

Client Service Specialist

Woodland Hills

Scott Berkson, AIF®

Operations Manager

Woodland Hills

Raul Palma

Regional Vice President, Community

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

Saman Bigharaz

Regional Vice President

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

Paul Seidman, CFP^®, CRPC^®

Sr. Vice President

Kahului, Woodland Hills

Susy Gibo

Sr. Client Development Associate

Albuquerque, Kahului, Newport Beach, San Diego, Santa Barbara, Scottsdale, Woodland Hills

Monica Apodaca

Tax Support Specialist

Woodland Hills

Monique Reyes

Manager, Tax Support

Woodland Hills

Nicole Lai

Tax Manager

Woodland Hills

Pia Wolfe

Tax Associate

Woodland Hills

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