One You - One MISSION - One TEAM

Ms. Mechem is a former auditor at one of the largest accounting firms in the world and works with wealthy families to reduce taxes and improve or create their wealth-building plans. Ms. Mechem is dedicated to guiding pre-retirees and retirees in how to balance investment risks, safely build a strong portfolio, and enjoy a larger lifetime income in retirement. She helps her pre-retirees and retirees gain access to the high-quality, secure, and proven strategies and solutions offered by the largest and safest financial institutions in the country.

Ms. Mechem has worked extensively with employees and retirees who have 20 to 30+ years of service with medium-sized to large companies, or who have built up large 401(k) balances. Ms. Mechem helps clients dramatically reduce their tax bills, secure safe lifetime income and maximize retirement benefits. She also works with employees from the public sector who are near retirement or in retirement. Ms. Mechem is one of the top specialists in the country today for tax-free investing strategies. She helps successful professionals and business owners from around the world become more efficient wealth builders.

Gaby enjoys connecting with people personally, getting to know their lives and stories, and building strong friendships. She excels at organizing resources to create and optimize. She is passionate about working with people so they can live the life of their dreams. It is her mission to help as many people as possible build and enjoy a great retirement. She has dedicated herself to doing everything in her power to protect her client's retirement and to build a strong, interactive client community.  

Gaby believes strongly that making even a small difference can make the world a better place to live. She is an action-taker and an achiever. As a mother of 3, she is passionate about supporting kids and providing opportunities and resources to disadvantaged kids.

James has worked in the financial services industry his entire professional career starting right out of college. He has a passion for working with clients and helping them achieve their long-term financial goals. His main area of focus is on the investment management side of financial planning. James has a focus on risk management and wants to ensure that during the investment process, the focus stays on achieving the returns needed to accomplish the objective of the client. He has a series 6, series 7 and series 65 along with Certified Financial Planner CFP®, Chartered Financial Consultant CHFC®, Chartered Life Underwriter CLU®, Retirement Income Certified Professional RICP®, and Accredited Estate Planner AEP®.

Mr. Herndon specializes in strategic tax and retirement planning. He is on a mission to provide our clients with comprehensive, holistic planning services to help them feel financially confident for years to come with the highest tax efficiency. Mr. Herndon used to be a partner of one of the world's largest accounting firms. He then served as the advanced tax and estate planning director of top financial firms in the country, where he helped high net-worth individuals, real estate investors, and business owners legally reduce their tax liabilities and protect their wealth. He is a Certified Tax Master and a member of the Tax Master’s Network.

Joshua Rogers is an attorney licensed to practice law in the state of California. He has focused his career on transactional matters and has a background in estate planning, which includes assisting with the drafting of hundreds of individual and joint estate plans.Joshua has also worked in entertainment law, where he was a member of various teams that advised individuals and production companies in all aspects of television business affairs. He began his own practice so that he could help clients achieve their personal objectives and navigate the intricacies of California trust and estates law.

Matthew Schlau is an attorney licensed to practice law in the state of California. He has an extensive background in civil litigation, which includes counseling private companies in hundreds of matters in all stages of litigation. Matthew's background also includes advising companies in private joint venture arrangements and serving as outside general counsel to review, draft, and negotiate contracts and other documents relating to a wide range of exceptional and ordinary-course business transactions. He began his own practice so that he could permanently shift his focus from conflicts to building value. He now helps clients design, create, and grow.

Ryan Molesworth brings a dynamic skillset as a planning specialist. With work experience at a household-name insurance and investment company, Ryan supported over 50 advisors to construct and execute their plans for the clients they serve. Ryan graduated from Arizona State University with a

Bachelor of Science in Communications. He has the investment license of series 6, and series 63, and a Life and Health Insurance license in California.

Ryan’s passion for providing simple and effective solutions for retirement income and accumulation was ignited when learning of the struggles his parents were experiencing when preparing for their retirement. In his free time, Ryan enjoys playing golf, pickleball, and playing with his Corgi, Astro!

Mr. Olibas enjoys working with people and helping people. He serves as VP Operations & Client Relations in the team and makes sure that clients have outstanding satisfaction and experiences. Tony Olibas has 30 years of experiences working with businesses to make them more efficient and secure by providing the right solutions to a variety of constituents, ranging from small business owners to “C level” executives. He provided top-notch solutions representing the biggest of the telecom companies in the US-Comcast, Verizon, and AT&T. From retail to implementation, Tony has always been a problem solver and a solution provider.

Mr. Hamje is passionate about enabling people to take control of their futures. He started his career doing international consulting and development work in India, West Africa, Portugal and Latin America. Steve worked to improve healthcare and childhood education.  Steve Hamje is truly a citizen of the world.

Steve then took his consulting skills and strategies and adapted them for the corporate world. He became a management consultant who worked with large and small corporations to develop their corporate cultures and strategic plans. He facilitated large strategic planning workshops for the top executive teams of many corporations and worked with them to implement sophisticated business plans.

In the early 2000's, Steve began working with one of the most successful retirement planning firms in the nation. He became a product expert and created presentations to explain complex retirement products using clear, simple language. Steve trained other retirement professionals in the communication skills, product knowledge, and retirement strategies he used on a daily basis.

Today, Steve continues to work with and help people take control of their future by designing and implementing retirement plans with guaranteed positive outcomes. Steve Hamje cares deeply about the people he works with and goes the extra mile to help them make their retirement dreams come true.

Mr. Myers is proficient in industry leading strategies in tax planning for successful professionals and business owners seeking assistance to increase profit specifically with improved tax efficiency.  Mark has worked with top tax planning institution in the country consulting with clients and matching clients with the best suited solutions. He has more than 20 years of experience as a business operator and educator with a knack for providing superior quality customer service. Early in his career he earned his stripes in the military as a Sergeant and Section leader in Bravo Company fourth Marine Division and built his business acumen while managing, operating and opening numerous new, high end health clubs in NYC and Los Angeles.

Yen has worked in one of the largest personal, group medical insurance, and medicare insurance agencies in Southern California for the past 10+ years. She is always passionate about assisting our clients in selecting the personal and group medical insurance policies that best meet their needs, preferences, and budgets. Clients are often amazed at Ms. Zhang's comprehensive knowledge of medical insurance and how she takes a complex topic and makes it simple to understand. Ms. Zhang excels at communicating with clients and following through on the medical insurance carriers' process to ensure clients' benefits.