Get to know our leadership team

Leadership at the Westlake Village office is dedicated to doing good for our clients, employees and community.

Photo of Managing Director Clifford Mortensen

Clifford Mortensen

MBA, CLTC®

Managing Director

Cliff is a Financial Advisor who specializes in comprehensive planning for mid to senior level professionals with exceptional career trajectories. Cliff helps his clients create financial plans that are unique to their goals and priorities with a particular focus on tax efficiency.
Photo of Field Director Shawn Hindy

Shawn Hindy

Field Director

Photo of Recruiter Jennifer Frankel

Jennifer Frankel

Recruiter

Photo of Office Manager Tanza Francisco

Tanza Francisco

Office Manager

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