Our Team

Mark Ziebold, is an Attorney at Law. He holds a Masters Degree in Taxation (LLM), and is our resident tax, estate and business planning attorney. Mark is also a Certified Asset Protection Planner and a Certified Wealth Preservation...

David Housey, possesses a Masters Degree with Honors in Economics from The Johns Hopkins University in Washington, DC. He is a Certified Public Accountant (CPA), with an extensive background in finance and accounting. He is one of our...

Nick Patel, holds a Degree in Actuarial Studies. He has a rich financial background that began at Northern Trust Bank performing risk analysis for the bank's investment portfolio. After years of working at Northern Trust, Nick left the...

J Rupel, holds a Bachelor Degree in Economics from the University of California at San Diego. He serves as one of the directors for SJB Financial and oversees our securities portfolio business. J's focus is primarily on retirement and...

James Burchard, possesses a Bachelor Degree in Business and Finance. His early years were spent working for large financial institutions such as GE Capital and Pioneer Global Holdings, where he accumulated years of experience in...