Team

David began his career over 40 years ago. After becoming a Certified Public Accountant, he started his own business and later acquired licenses in securities, insurance, and real estate. He resides in Westlake Village and enjoys golfing...

Ryan graduated from California Lutheran University, with a degree in Business and Accounting. He has acquired his securities licenses and is currently going through the process of completing the CPA examination. (read more)

Lauren graduated from California Lutheran University, with a degree in Business and Accounting. She is currently studying for the CPA examination. (read more)

Maggie brings with her experience and knowledge working in multiple financial intuitions throughout her career. Her family’s business was tax preparation and insurance brokers. She would work there while going to school. Her...