Team

 

Scott G. Hemmann

Client Service Director

818.766.0660 x205

818.766.0770

My role is to answer your questions and resolve any client service issues you may have - whether they are about accounts we manage or are general inquiries. I encourage you to contact me first when a situation arises. I commit to...

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Arika O. Bishop

Client Service Manager

818.766.0660 x203

818.766.0770

My role is to assist you with your client service needs. I am the best person to contact to schedule a meeting or teleconference with your financial advisor. I also help Scott with client service projects and daily operations. I joined...

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Khrysten J. Baltazar

Investment Research Associate

818.766.0660 x202

818.766.0770

My role is to assist our Investment Committee as an investment research analyst and execute all trades when client accounts need to be reallocated or rebalanced. I also conduct quality control on our clients' performance statements to...

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My role is to take the lead creating and maintaining relationships with prospective clients and local financial professionals. If you are a prospective client, I will walk you through who we are, how we work with our clients and how we...

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Emily E. Logan, CFP®

Financial Planning Manager

818.766.0660 x209

818.766.0770

My role is to take the lead in the creation and maintenance of your financial plan. I may also act as your primary financial advisor. As a client of our firm, you may contact me for updates on your accounts and progress towards your...

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My role is to take the lead on investment planning. I chair our Investment Committee, where we research and select investments on your behalf. When there are fluctuations in the market or within our portfolio holdings, our Investment...

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My role is to take the lead as your financial planning resource. When you have an estate planning, tax planning or retirement planning issue, I will work to create the best solution for your situation. We also take into account your...

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