What is your dream of where you would like your finances to go?

We are here for you and your financial goals. Our intention is to guide your success towards a future for you and those that matter to you. By understanding your needs, we give you the support you need to move towards those goals.

My practice has been in Westlake for the last five years. While I focus on businesses and entrepreneurs, my strength also lies with individual retirement savings strategy, divorce finances and wealth strategies.

My educational background includes a bachelor's degree in business administration and management from Cal State University Channel Islands. I am a California-licensed life and health insurance agent, as well as earning the CRPS® designation, the Series 66 and Series 7 registrations.

Our office is actively involved in the Westlake and Thousand Oaks community. My background as a scuba and martial arts instructor has led me to be active in the Conejo Open Space Foundation. I am also involved in several of the local business groups in the Conejo Valley.

Carissa Wolf is the branch office administrator. Carissa graduated from Cal State University Channel Island with a bachelor's degree in science. Carissa's background is in event planning and active volunteering in her community. Her passion for children has led her to support children in various afterschool programs. Her love and enthusiasm for people is evident in everything she does.

Together our team is here to listen, understand and commit to what is important to you.

My Personal Interests

  • Scuba Diving
  • Personal Fitness
  • Running
  • Traveling
  • Wine Collecting/Enthusiast

Office Information

Office Address

4580 E Thousand Oaks Blvd Suite 180 Westlake Village, CA 91362

Office Hours

Office Hours
Weekday Availability
Mon 08:00AM - 02:00PM
Tue 08:00AM - 02:00PM
Wed 08:00AM - 02:00PM
Thu 08:00AM - 02:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Branch Team

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