Get to know my dedicated team

Our team of expert professionals is committed to providing the best client service experience. Together, we ensure planning is executed and maintained in an efficient manner. We each bring our own, unique areas of focus and expertise, and work collaboratively on attaining the most successful outcomes.

Photo of Client Relationship Manager Danielle Gervacio

Danielle Gervacio

Client Relationship Manager

Danielle works alongside AJ and his team as a Client Relationship Manager. She bridges the gap between AJ and his clients. Danielle began her career with Northwestern Mutual in Irvine, supporting a team of 20 advisors and transitioned nearly a year later to support AJ’s practice in Los Angeles. She works closely with clients, ensuring they receive the best service possible. She currently holds her California Life and Health license. 

Photo of Financial Planning Associate Julius Vergara

Julius Vergara

Financial Planning Associate

Julius has many years of experience in the industry and with Northwestern Mutual. He started as a Associate Financial Representative in 2014 and transitioned to supporting a single-advisor practice for 2 years in Irvine. After moving to LA, Julius went on to support a high volume ensemble practice for three years. He has experience with both the client-facing side of the business and behind-the-scenes support. Today, his area of expertise is in investment operations with an emphasis on new client onboarding. Julius holds his FINRA Series 6, & 63 securities licenses along with CA Life & Health. Julius is currently living in Panorama City and when not in the office can often be found honing his photography in the studio or his archery at his favorite range in Pasadena.

Photo of Director of Financial Planning Kimaada Kiongozi

Kimaada Kiongozi

CFP®, ChFC®

Director of Financial Planning

Kimaada leads the financial planning team in the creation of investment plans and client onboarding. She holds her Series 7 and Series 63 securities licenses as well as the California Life and Health license. Kimaada earned a B.A. in International Relations and Global Business from the University of Southern California. A Georgia native, she loves Los Angeles for its easy access to a variety of outdoor activities, such as snowboarding and surfing. Her other hobbies include photography and riding her motorcycle.

Get to know my network of specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Photo of Founder and Private Wealth Advisor Michael A Waxberg

Michael A Waxberg

CLU®, ChFC®, CFP®, RICP®

Founder and Private Wealth Advisor

Photo of Private Wealth Advisor Michael Jacob

Michael Jacob

ChFC®

Private Wealth Advisor

Financial growth doesn’t happen by chance; it results from strategic planning. With 18 years of experience as a Wealth Management Advisor, Mike Jacob can provide such planning. Whether you aim to protect, grow or transfer wealth, he understands how wise financial planning can enhance your future. He often works with business owners, lawyers, and physicians to help achieve their financial goals.
Photo of Partner Suneel Garg

Suneel Garg

MBA, CLU®

Partner

Our team is here to help our clients achieve their dreams financially. We work hard to build strategies and plans focused on protecting your wealth and thinking about today as well as tomorrow for you. We have some unique experiences related to income tax strategies and aligning goals to your balance sheet.