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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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

Jacob Gee, CFP®

Sr. Wealth Advisor

Woodland Hills

Michael W. Johns, CFP®

Sr. Wealth Advisor

Woodland Hills

Stewart Schrader, CFP®

Wealth Advisor

Woodland Hills

Raul Palma

Regional Vice President

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

Lorenzo Riley, CFP®, CIMA®, CPWA®, SE-AWMA®

Principal

Woodland Hills, LA-Century City, Santa Barbara

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

Saman Bigharaz

Regional Vice President

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

Brittany Doyle

Director, Client Service

Kahului, Santa Barbara, Woodland Hills

Destiny Collins

Client Service Specialist

Woodland Hills

Jonathan Davenport

Business Manager

Woodland Hills

Kevyn Douyon

Relationship Manager

Woodland Hills

Raesa Martin

Relationship Manager

Woodland Hills

Rebekah Pusey

Client Service Specialist

Woodland Hills

Scott Berkson, AIF®

Operations Manager

Woodland Hills

Joy DePasquale, EA

Tax Manager

Woodland Hills

Lina Burlaka, EA

Sr. Tax Associate

Woodland Hills

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