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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West: Los Angeles

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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

Matt Cook - Managing Director

Matt Cook, CFP®, AEP®

Managing Partner

Kahului, Santa Barbara, Woodland Hills, Thousand Oaks

Matthew Burke, CPA, CFP®

Partner, Business Management

Richard Singer, MBA

Partner, Sr. Wealth Advisor

Amitha Harichandran, CFP®

Partner, Sr. Wealth Advisor

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

David Ventura

David Ventura, CFP^®, EA

Wealth Advisor

Kahului, Santa Barbara, Walnut Creek, Woodland Hills

Gerald Clebanoff, CFA®

Sr. Wealth Advisor

Westlake Village

Lorenzo Riley, CFP®, CIMA®, CPWA®

Principal

Woodland Hills, LA-Century City, Santa Barbara

Michael Johns

Michael W. Johns, CFP®

Sr. Wealth Advisor

Rich Davtyan - Sr. Wealth Advisor

Rich Davtyan, CFP®

Principal

LA-Century City

Stephanie Connor Arkof

Partner, Sr. Wealth Advisor

Stewart Schrader, CFP®

Wealth Advisor

Vicki Arndt, MBA, ChFC

Wealth Advisor

Arevik Manukyan - Manager, Client Service

Arevik Manukyan

Manager, Client Service

LA-Century City

Brittany Doyle

Director, Client Service

Kahului, Santa Barbara, Woodland Hills

Destiny Collins

Destiny Collins

Client Service Specialist

Dominique-Langerman

Dominique Langerman, MPA, CAP®

Regional Vice President, Endowments and Foundations

LA-Century City

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