Broker Check

Meet Our Team

Partners

Paul Devore

Paul Devore, MBA, CFP, CLU

Chief Executive Officer and Managing Partner

818.609.7575 x 215

818.609.0185

Brent Guttman

Brent Guttman

President, Managing Partner and Branch Principal

818.609.7575 x249

818.609.0185

Gary Madvin

Gary Madvin, MS, CLU, ChFC

Chairman of the Board and Managing Partner

818.609.7575 x 240

818.609.0185

Robert Pessell

Robert Pessell, CFP

Managing Partner, Financial Advisor

818.609.7575 x208

818.609.0185

Mimi Robinson

Mimi Robinson

Financial Planner & Managing Partner

818.609.7575 x243

818.609.0185

Associates

Administrative & Client Support

April Anekboon

April Anekboon

Executive Assistant

818.609.7575 x235

818.609.0185

Sam Noritake

Sam Noritake

Registered Financial Planning & Investments Adminstrator

818.609.7575 x205

818.609.0185

Lisa Ow

Lisa Ow

Executive Assistant

(818) 609-7575 x244

(818) 609-0185

Michael Pessell

Michael Pessell

Executive Assistant

818.609.7575 x209

818.609.0185

Stacie Stearns

Stacie Stearns

Executive Assistant

818.609.7575 x207

818.609.0185

Anita Kurtz

Anita Kurtz

V. P. Administration / FINRA Registered Field Assistant

818.609.7303

818.609-0185

Joanna Oellien

Joanna Oellien

Accounting & Commissions Manager

818.609.7575 x200

818.609.0185

Penny Jacobi

Penny Jacobi

Executive Assistant

818.609.7575 x201

818.609.0185