OUR TEAM
Partners
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Paul Devore MBA, CFP, CLU
Chief Executive Officer and Managing Partner
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Brent Guttman
President, Managing Partner and Branch Principal
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Gary Madvin MS, CLU, ChFC
Chairman of the Board and Managing Partner
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Mimi Robinson
Financial Planner & Managing Partner
Consultants
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Alexander Sasha Kaminsky
Consultant
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Bruce Keefe
Registered Advisor
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Scott Lam
Financial Advisor
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Ron Segal
Consultant
Associates
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April Anekboon
Executive Assistant
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Louie Berentschot CLU
Registered Client Account and Service Administrator
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Sam Noritake
Registered Financial Planning & Investments Adminstrator
Operations
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Anita Kurtz
V. P. Administration / FINRA Registered Field Assistant
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Joanna Oellien
Accounting & Commissions Manager
