Associates

For over 38 years I've helped clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs. With extensive experience throughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services that my clients and their families deserve. I work with high-net-worth individuals, families and businesses to provide integrated wealth management services. As an independent financial advisor, integrity, objective advice, attention to detail, and unwavering concern for the well-being of my clients are the hallmark of my client service model.

I earned my Bachelor of Science degree in Agricultural Business Management from California State University, San Luis Obispo, California, and hold the series 3,7,8,63 and 65 registrations. Giving back to the Ventura County Community is important to me. I'm proud to have served on the Board of Managers for the Ventura Family YMCA and the Board of the Ojai Valley Chamber of Commerce and Visitor Center. My wife and I have four children and seven grandchildren. In my spare time I enjoy surfing, cycling, backpacking, traveling and reading.

I am currently accepting new clients with $1,000,000 or more in investable assets and appreciate your referral.

CA Insurance Producer License Number 0A67386, Resident State CA

Annabel's primary responsibility is to maintain a professional and organized environment that allows Todd to devote his full attention to clients and their investment planning.

Annabel has spent her working career in the customer service arena. Before entering the financial services industry with Morgan Stanley in 2001, Annabel worked for a local estate planning attorney.

With two decades of client service experience, Annabel manages the day to day work flow of the office so that our clients receive a high level of personal service. Annabel is the first person clients call when they have operational questions about their accounts. She will ensure that the appropriate member of our team promptly responds to your query.

Annabel is bi-lingual and was born, raised and currently lives in Oxnard. She is also a Notary Public and provides this service to our clients free of charge.

In her spare time, Annabel enjoys family time with her husband Ricardo and has two children, Ricardo and Anissa. She enjoys traveling, family, and attending professional soccer, football and boxing events.