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

David Askew, CFP®, CDFA®, FBS®, AEP®

Managing Director

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

Matt Cook - Managing Director

Matt Cook, CFP®, AEP®

Managing Director

Kahului, Santa Barbara, Woodland Hills

Carol Ann Casebolt, CFP®

Wealth Advisor

Danny Polyakov, CFP®, EA

Wealth Advisor

Woodland Hills, LA-Century City, Westlake Village

David Ventura

David Ventura, CFP^®, EA

Wealth Advisor

Kahului, Santa Barbara, Walnut Creek, Woodland Hills

Lorenzo Riley, CFP®, CIMA®, CPWA®

Wealth Advisor, Director

Woodland Hills, LA-Century City, Santa Barbara

Michael Johns

Michael W. Johns, CFP®

Sr. Wealth Advisor

Stewart Schrader, CFP®

Wealth Advisor

Raul-Palma

Raul Palma

Regional Vice President, Community

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

Saman Bigharaz Image

Saman Bigharaz

Regional Vice President

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

Susy Gibo

Susy Gibo

Sr. Client Development Associate

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

Monica Apodaca

Monica Apodaca

Tax Support Specialist

Monique Reyes

Monique Reyes

Manager, Tax Support

Pia Wolfe

Pia Wolfe

Tax Associate

Brittany Doyle

Director, Client Service

Kahului, Santa Barbara, Woodland Hills

Destiny Collins

Destiny Collins

Client Service Specialist

Sasha Fridlyand

Sasha Fridlyand

Client Service Specialist

Scott Berkson, AIF®

Operations Manager

Paul Seidman

Paul Seidman, CFP^®, CRPC^®

Sr. Vice President

Kahului, Woodland Hills

Bekah Pusey

Rebekah Pusey

Client Service Specialist

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