Our Investment Advisory Team
Ross Gerber
President and CEO
Education
Univ. of Pennsylvania, B.A.
Hatem Dhiab, CFP®
Managing Partner
Education
CSULA, B.A.
Second Language: French, Arabic
Ayal Shmilovich, CPWA®
Managing Partner
Education
UCLA, B.A.
University of Florida, Masters
Second Language: Hebrew
Investment Advisor Representatives
Eva Agi
Investment Advisor Representative
Education
UC Berkeley, B.A.
Second Language: French
Michael Baker, CFP®
Investment Advisor Representative
Education
San Diego State University, B.A.
Jimmy Bisharat
Investment Advisor Representative
Education
San Diego State University, B.S.
Sage Casaga
Investment Advisor Representative
Education
California Polytechnic State University, B.S.
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
Mia Elena Samson, CDAA
Investment Advisor Representative
Marketing & Social Media Manager
Education
Loyola Marymount University, B.S.
Mike Gilman
Investment Advisor Representative
Education
UCLA, B.A.
USC, M.B.A.
Second Language: Portuguese
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.
Robby Lewis
Investment Advisor Representative
Education
UC Davis, 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.
Alexander Bang
Social Media and Marketing Specialist
Education
University of Oregon, B.S.
Shontell Camp
Office Manager
Education
University of Missouri, B.A.
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: Armenian
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
Ruby Bixler
Bookkeeper and Administrator
Education
Santa Monica College, A.S.
Julian Dean
Tax Associate
Education
Elon University, B.S.
Doni Dror
Tax & Accounting Manager
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