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 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

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

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®

Wealth Advisor, Director

Woodland Hills, LA-Century City, Santa Barbara

Michael Johns

Michael W. Johns, CFP®

Sr. Wealth Advisor

Rich Davtyan - Sr. Wealth Advisor

Rich Davtyan, CFP®

Sr. Wealth Advisor

LA-Century City

Stephanie Connor Arkof

Partner, Sr. Wealth Advisor

Stewart Schrader, CFP®

Wealth Advisor

Saman Bigharaz Image

Saman Bigharaz

Regional Vice President

LA-Century City, Kahului, Woodland Hills, Pasadena

Susy Gibo

Susy Gibo

Sr. Client Development Associate

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

Anna Dominique Mendoza

Tax Associate

LA-Century City

Elaina Kogan, CPA, MBT

Partner, Tax Services

Monica Apodaca

Monica Apodaca

Tax Support Specialist

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