Strategic View Advisors Team
Ed works closely with prospective and existing clients to understand their goals and develop a strategy for achieving them. He also oversees business operations and chairs the financial planning committee.
Ed began his career as an accountant having earned a Bachelor of Science in Accounting and then a Masters in Accountancy in Accounting and Finance (MAcc) from the University of Denver before making the transition into financial planning almost twenty years ago. In addition to the knowledge of accounting and tax codes that he learned throughout his educational and professional career, Ed maintains the Chartered Life Underwriter (CLU®) and Retirement Income Certified Professional (RICP®) designations, as well as the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.
Ed was born in Kiev and moved to Denver with his family when he was five. He eventually fled the cold mountain air of Colorado in favor of the California sun and currently lives in Manhattan Beach with his wife, Kelly, and their twin boys, Beckett and Hayden. Ed and Kelly enjoy the outdoors and spend a lot of time at the beach or going on hikes in the hills around Los Angeles. Ed is an active member at the Jonathan Club. He and Kelly love animals and Ed is a frequent contributor to various humane societies.
Chris works closely with existing clients in making sure their planning adapts to their changing circumstances. He sits on the financial planning and investment committees, and is responsible for overseeing the day-to-day financial planning and client service processes. Chris also oversees internal team development and growth.
Chris has more than a decade of financial planning and client relationship experience. He graduated from the University of California, Los Angeles and holds Series 7, 63 and 65 licenses. He maintains the Chartered Life Underwriter (CLU®) and Retirement Income Certified Professional (RICP®) designations, as well as the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.
Chris grew up in Vienna, Austria, and moved to Northern California for high school. He came to Los Angeles to attend UCLA, met his LA-native wife, Lindsay, and never left. They live in El Segundo with their daughters, Kate and Eliana. They enjoy traveling, especially out of the country, and are actively involved in their faith community.
Mollie is responsible for the creation of financial plans and investment analyses. She also sits on the financial planning and investment committees and contributes to our broader organizational strategy.
Mollie brings with her extensive experience from both Bernstein Global Wealth Management and Credit Suisse, where she handled a broad range of planning and client service responsibilities. She has an MBA from Pepperdine University, and holds Series 7 and 63 licenses. She maintains the Chartered Life Underwriter (CLU®) and Retirement Income Certified Professional (RICP®) designations, as well as the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.
After many years of working in social service, Mollie decided to take her passion for finance and desire to help others and channel it into the world of financial planning. Originally from the DC area, Mollie moved to Los Angeles in 2003 and currently lives in Redondo Beach. She enjoys hiking with her dogs, biking along the beach, learning new languages, and exploring new places with her fiancé, Jeff.
Carol is responsible for the creation and maintenance of financial plans and investment analyses. She sits on the financial planning and investment committees.
Carol has been in the finance industry for more than a decade, most recently at a firm she co-founded, Domus Capital Group, and brings with her extensive experience in financial planning, investment management, and client advising. She graduated from Cal Poly, San Luis Obispo, with a M.S in Business Administration and a concentration in Finance. She maintains the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification and holds the Series 7 and 66 registrations.
Carol has enjoyed living up and down the California coast for most of her life and currently resides in El Segundo with her husband, Andrew, and daughters, Alexandra and Audrey. She played Division I tennis all four years at Cal Poly, and continues to be an avid player today. She enjoys reading, traveling, discovering new wines, and spending time with her family. Having lost two grandparents to Alzheimer’s, she participates in the Walk to End Alzheimer’s, coordinating groups of walkers to raise funds to find a cure, and is a proud member of the Alzheimer’s Association.
Shanelle is involved in the creation and maintenance of financial plans.
Shanelle brings with her extensive experience from throughout the financial services industry, having previously worked at the Vanguard Group, Dimensional Fund Advisors, and most recently, CAIS. She graduated from the University of Southern California with a degree in International Relations Global Business. She maintains the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification and holds her 7 and 63 registrations.
A Southern California native, Shanelle regularly hikes the local trails and enjoys yoga and traveling. She is also a Yelp Elite member and is currently learning French and to play the guitar.
Natalie is involved in the creation and maintenance of financial plans.
Natalie entered the financial services industry in 2018 after more than a decade in the hospitality industry and brings with her a wealth of client service and leadership skills. She graduated from Cal State Long Beach with a degree in Interpersonal and Organizational Communications and maintains the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification and 7 and 63 registrations.
Growing up in Southern California, Natalie bounced back and forth between Los Angeles and Orange County and currently resides in Bellflower with her husband, Matt. She is active in the community as a Board Member of the Long Beach Young Professionals and Long Beach Ronald McDonald House. Natalie enjoys exploring new restaurants, reading, traveling, wine, the Anaheim Ducks, Los Angeles Chargers, and cute dogs.
Kennia is a crucial part of our operations and client service teams. She also acts as our director of first impressions, welcoming visitors to our office with her lovely southern charm.
A recent transplant from Kentucky, Kennia comes with almost 30 years of client service experience, including fourteen years in the banking industry and four in finance. Kennia was also an active volunteer for a variety of community and nonprofit organizations, including being the Community Leadership Development Chair, Alzheimer’s Association Walk Chair, Back To School Backpack Program Chair, Paramount Arts Center Festival Of Trees Co-Chair, and sitting on the Ashland Alliance Winter Wonderland of Lights Committee and the Boyd County 4H Adult Council.
Kennia and her husband, Scott, live on the beach in Redondo and enjoy their nightly walks along the coast, never missing a chance to head down to the beach. They also love travel and spending time with their children and grandchildren who live out of state.
Jeff works in our investment operations department, helping clients in a wide variety of ways, including opening new accounts, transferring funds, making changes to beneficiary arrangements, and placing trades.
Jeff brings with him over seven years of experience in investment operations, compliance, and client service. He graduated from University of Colorado, Boulder with a Bachelors in Economics, and is a CFA Level III Candidate. He holds Series 7 and 66 licenses.
Born and raised in the valley, Jeff met his wife, Gabrielle, while living in Colorado. Eventually the lure of warm weather brought them back to Southern California, and they currently live in downtown LA. They enjoy hiking, beach trips, live music, traveling abroad, and exploring new restaurants and breweries.
Matthew works in our investment operations department helping clients in a wide variety of ways including opening new accounts, transferring funds, making changes to beneficiary arrangements, and placing trades.
Matthew has four years of experience in the financial industry. He holds Series 7 and 63 licenses.
Born and raised in the San Gabriel Valley, Matthew has lived around the Greater Los Angeles area and currently resides in Alhambra. He enjoys photo/videography, cooking (he was a chef in his previous profession), high performance driving & riding, and short walks to the fridge. He recently rescued a German Shepherd, which he named Bubby, so their new activities include long car rides and exploring the parks in California.
Alessandra runs the day-to-day workings of the office. She has broad range of responsibilities incorporating operations, marketing, administration, and scheduling.
Alessandra joins us with experience across multiple industries, most recently having spent the last three years putting her organizational and client management skills to use running an architecture office in West Hollywood. She attended Emerson College in Boston where she received a BS in Political Communications.
Although born and raised in Los Angeles, her extended family live primarily in New England/NYC, and she frequently travels back east to visit. With an Italian heritage, she loves good food and wine, and one of her favorite things to do is host dinners and cook for her friends. She also enjoys travel, with overseas trips scheduled every other year. Alessandra loves animals and works with a variety of animal welfare organizations trying to lower the feral cat population in LA through fostering, socializing, and TNR. On weekends you’ll find her hiking the mountains around LA, trying a new restaurant, or engrossed in a good book.
Kristina supports the operations and planning teams to provide clients with the best possible service experience.
Kristina graduated from UCLA with a bachelor’s degree in behavioral neuroscience and brings a highly analytical, interdisciplinary, and organized mind to her role. Growing up in an entrepreneurial household, she understands the value of innovative problem-solving and a tenacious growth-oriented mindset.
Born and raised in Los Angeles, Kristina currently resides in Santa Monica. She enjoys traveling, hiking the many trails in California, and spending time with friends and family.