Our Investment Advisory Team

Executives

Ross Gerber

President and CEO

Education Univ. of Pennsylvania, B.A.

Danilo Kawasaki, CFP® CPWA®

Vice President and COO

Education Univ. of Redlands, B.S.

Second Language: Portuguese

Managing Partners

Zachary Bainter, CFP®

Managing Partner

Education UCLA, B.A.

Hatem Dhiab, CFP®

Managing Partner

Education CSULA, B.A.

Second Language: French, Arabic

Ben Dunbar, CFP®

Managing Partner

Education Cal Poly, B.S

Matthew Iantosca, CFP® AEP®

Managing Partner &
Director of Wealth Management

Education Loyola Marymount University, B.A.

Ayal Shmilovich

Managing Partner

Education UCLA, B.A. University of Florida, Masters

Second Language: Hebrew

Investment Advisor Representatives

Steven A. Evensen, CFP®

Investment Advisor Representative

Education San Diego State University, B.A.

Eva Agi

Investment Advisor Representative

Education UC Berkeley, B.A.

Second Language: French

Nico Anduze, CSRIC®

Investment Advisor Representative

Education UCLA, B.A.

Michael Baker, CFP®

Investment Advisor Representative

Education San Diego State University, B.A.

Sage Casaga

Investment Advisor Representative

Education California Polytechnic State University, B.S.

Robert Castillo, CFP® ADPA

Investment Advisor Representative

Education UCLA, B.A.

Second Language: Spanish, French

Kyle Clark, CDAA

Investment Advisor Representative

Education Loyola Marymount University , B.A.

Shawn DaCruz

Investment Advisor Representative

Education Western New England University, B.S. Univ. of Saint Joseph's School of Pharmacy, Doctor of Pharmacy

Second Language: Portuguese

Greg Fields

Investment Advisor Representative

Education Furman University, B.A. University of Virginia, Ph.D., A.B.D.

Second Language: Russian

Kaytlin Hall, MFP®

Investment Advisor Representative

Education Roger Williams University, B.S. California Lutheran University, M.B.A.

Ziad Hijazi

Investment Advisor Representative

Education Cal Poly, San Luis Obispo, B.S.

Francine Lai, CFP® CDFA®

Investment Advisor Representative

Education UCSD, B.A.

Second Language: Chinese

Robby Lewis

Investment Advisor Representative

Education UC Davis, B.S.

Nick Licouris, CFP® CDFA®

Investment Advisor Representative

Education California Polytechnic University, B.S.

Daniel Mezzera

Investment Advisor Representative

Education Loyola Marymount University, B.A. Loyola Marymount University, MBA

Bryan Miranda

Investment Advisor Representative

Education UCLA, B.A.

Brett Sifling, CFP®

Investment Advisor Representative

Education Loyola Marymount University, B.A.

Elijah Souza, CFP®

Investment Advisor Representative

Education Loyola Marymount University, B.A.

Wendy Wan Turk

Investment Advisor Representative

Education UCLA, B.S.

Corporate

Alexander Bang

Social Media and Marketing Specialist

Education University of Oregon, B.S.

Shontell Camp

Office Manager

Education University of Missouri, B.A.

Mia Elena Samson, CDAA

Investment Advisor Representative
Marketing & Social Media Manager

Education Loyola Marymount University, B.S.

Michael Engel

Compliance Specialist

Education HPU, B.S. Loyola University Maryland, M.S. Finance

Elizabeth Frelinger

Client Services Associate

Education Loyola Marymount University, B.A.

Second Language: Spanish

Talin Hass

Client Services Associate

Education Cal State University Northridge , B.A.

Second Language: <span class="translation_missing" title="translation missing: en.user_languages.armenian">Armenian</span>

Sally Inciso

Client Services Specialist

Education Cal State University, Northridge, B.S.

Second Language: Spanish

Drew Marinelli

Client Services Associate

Education Loyola Marymount University, B.A.

Jeff Rozic

Chief Technology Officer

Education Univ. of Pennsylvania, B.A.

Wyman Sung

Financial Officer

Education UC Riverside, B.A.

Cheyton Sutter

Social Media & Marketing Associate

Education California Polytechnic State University, B.S.

Second Language: Spanish

Julie Vuong

Client Services Manager

Education Michigan State University, B.A

Tax and Accounting

Julian Dean

Tax Associate

Education Elon University, B.S.

Doni Dror

Senior Tax Accountant

Education Excelsior College, B.S. University of Southern California, Master of Business Taxation

Michael Malc

Director of Tax

Education University of Albany, B.S. University of Southern California, MST

Akiva Schreiber

Tax Manager

Education Yeshiva University, B.S.