Team

 

Connie Weil

Client Service Director

818.766.0660 x 204

818.766.0770

My role is to ensure that you receive exceptional client service while working with our Cal Cap team. As Client Service Director, I am committed to a trusted partnership with our clients.

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Arika O. Bishop

Client Service Manager

818.766.0660 x 203

818.766.0770

My role is to answer your questions and resolve any client service issues you may have. I am the best person for you to contact when you want to schedule an appointment with your advisor or have a client service need. 

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Scott G. Hemmann

Chief Compliance Officer

818.766.0660

818.766.0770

My role is to act as our company's compliance expert. I make sure that Cal Cap stays up-to-date on new government rules and regulations that affect our clients and our business.

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Molly T. Bertram

Senior Relationship Manager

818.766.0660 x 208

818.766.0770

My role as Senior Relationship Manager is to support our Advisors and Client Service staff to ensure we meet the day-to-day needs of our clients and prospective clients and provide you with a first-class experience.

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Khrysten J. Baltazar

Portfolio Management Director

818.766.0660 x 202

818.766.0770

My role is to collaborate with our Investment Planning Committee’s (IPC) Chair, Greg Zedlar, in the evolution and maintenance of our Cal Cap portfolio strategies.

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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 and how we work with our clients.

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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.

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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.

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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.

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