Meet Our Team

Don entered the securities industry while completing his B.A. at UCLA in 1987 and serves as a Private Wealth Financial Advisor and Managing Director – Investments at Wells Fargo Advisors. With over 38 years of experience, Don is a Senior PIM^® Portfolio Manager and completed the Certified Investment Management Analyst^® designation offered in conjunction with the Wharton School at the University of Pennsylvania.

He is an Eagle Scout and serves on the advisory board of the Hope Street Margolis Family Center in downtown Los Angeles, having previously served on the boards of The Make-a-Wish Foundation (L.A.) and AYSO Soccer (Reg. 76). Don created and sponsored Hunter’s Fund at the Cedars Sinai Medical Center (L.A.), named in memory of his son, Hunter. Don lives in Beverly Hills with his two precocious teenage daughters.

CA Insurance License Number: 0A35464. Resident State CA

David has over 31 years of investment experience and currently serves as a Private Wealth Financial Advisor and a Managing Director – Investments at Wells Fargo Advisors. David is a Senior PIM^® Portfolio Manager and completed the Certified Investment Management Analyst designation offered in conjunction with the Wharton School at the University of Pennsylvania.

David came from a family where finances were challenged, which helped shape his understanding of the value of wealth. He spends time studying the markets, both from a technical and fundamental view, to better understand the risks and rewards. That information helps shape his ongoing passion for protecting and helping grow his clients’ investments.

David earned his Associate of Arts degree from Santa Monica College and studied at USC before working for Shearson Lehman. He has lived in Cheviot Hills, CA, for 15 years. He has two daughters: Ava, who is studying design at Parsons in New York City, and Tatiana, who just started college at Saint Andrews in Scotland. In his free time, David enjoys surfing, playing paddle tennis, cooking, and hiking with his two Golden Retrievers.

CA Insurance Lic #0I08122. Resident State CA

Nikki has been in the business for 30 years and assists clients with effective financial management to help them achieve stability and security. She is committed to delivering exceptional service by utilizing her strong communication skills and analytical mindset to deliver thoughtful, client-focused solutions while building lasting relationships. In addition to her client service, Nikki helps ensure that operations run seamlessly and provides high-quality support across all facets of the business. She holds the FINRA Series 7, 63, and 66 securities registrations.

Nikki received her MBA from Woodbury University. She volunteers as a foster parent for Pasadena Humane Society and Loved Again Pets. Outside of the office, Nikki lives in Highland Park, CA, with her fur babies. She loves classic cars, discovering new restaurants, and traveling, whether she’s visiting new places or her favorite city, New Orleans.