Our Team

Our team works together to provide comprehensive financial planning services tailored to our client's unique needs.

We believe that financial planning is a journey, not a destination. That's why we take the time to get to know our clients, understand their goals, and develop personalized strategies to help them achieve their objectives.

We are passionate about what we do and are committed to providing exceptional service, expert advice, and innovative solutions to help our clients secure their financial futures.

Photo of Client Relations Coordinator and Office Manager Ronnie J. Parham

Ronnie J. Parham

Client Relations Coordinator and Office Manager

Photo of Director of Investment Operations Thomas Michael Forbes

Thomas Michael Forbes

Director of Investment Operations

Thomas is a native of Los Angeles and grew up on the East Side. After graduating from Menlo College in 2011 with a degree in Psychology, he lived abroad in South Korea for two years to teach English and study the Korean language. He now resides in West LA with his dog Koate.

Thomas started as a Financial Advisor in 2014 and transitioned to supporting a leading team for four years as the lead Associate Wealth Management Advisor. Having experience with both the client-facing side of the business and behind-the-scenes support, he brings a unique combination of skills to the team. Thomas holds his FINRA Series 7, 6, & 63 registrations along with CA Life & Health Licenses.​

Photo of Investment Operations Support Mehdi Rahmati

Mehdi Rahmati

Investment Operations Support

Mehdi started in the Finance Industry by obtaining his SIE, Series 7, and Series 63 licenses as a Client Experience Specialist for eToro, an online stock and crypto brokerage for retail investors. There, he worked in maintaining accounts and records. Mehdi now brings his experience in problem-solving and coordination to promote a seamless relationship with clientele at Northwestern Mutual; he coordinates intake forms, registration paperwork, and incoming transfers to set up for success.

Mehdi was born in Tarzana and graduated from the California State University of Northridge with his bachelor's degree in marketing in 2017. He calls Canoga Park his home, has two cats, and loves food trucks.