Meet The Team

By combining our knowledge with the latest tools and strategies available, our team helps take the uncertainty out of our clients’ financial futures and helps inspire them to live the lives of their dreams. We work together as an efficient, well-oiled machine that uses our best talents to inspire and help others build and achieve their goals.

Our team consists of ten advisors and financial planners, supported by a team of dedicated client service and operations professionals, focused on using our combined experience and resources to assist clients in achieving their ideal retirements. With an average of over 30 years of industry experience, our team has helped clients progress toward their financial goals in many market, economic, and political environments.

Oakland

Larkspur

Newport Beach

Disclosure: These clients of Liberty Group are not being compensated for sharing their experience with our firm. Due to Liberty Group's relationship with the testimonial providers material conflicts of interest may arise, including but not limited to a financial incentive to promote our firm, an affiliation or relationship with our firm, or preferential treatment. The testimonial providers may not be representative of any other person's experience with the firm.

David HollanderFounder & CEO

David is on a mission to help reduce his clients' financial fears by endeavoring to address their most significant financial challenges and future goals.

While practicing as an attorney, David also worked for Smith Barney and then Merrill Lynch as a Financial Advisor. During this time, he envisioned creating a practice where finance, law, and tax were all available under one roof. As his practice developed and technology improved, his vision expanded to include the desire to offer clients the latest technology as well. Liberty Group completes this vision. Liberty Group is a one-stop shop that provides clients with comprehensive and individually tailored multi-services - finance, legal, and tax planning guidance, in one convenient location.

David obtained his bachelor's degree in arts from the University of California, Berkeley in 1990 and his Juris Doctorate from the University of San Diego School of Law in 1993. He is an active member of the State Bar of California, securities licensed as a Registered Investment Advisor Representative, and maintains California Accident and Health, Life-Only, and Variable Contracts insurance licenses (CA Ins. License # 0B48569).

David has been involved in the legislative process throughout his career, working to improve the financial services business. He was a member of the Eight Hour Annuity subcommittee for the Curriculum Board under the California Department of Insurance and, in 2004, the lead attorney in CASEP vs. CA Dept. of Health Services—an action started to prevent the state from recovering against retirement accounts pursuant to emergency regulation R-22-02E. In addition, he is the founder and past President of a non-profit trade association created to educate those advising retirees about compliance issues, a member of the National Academy of Elder Law Attorneys, and has been a featured speaker and panelist for the California Partnership for Long-Term Care. He was also on the legislative committee for the National Association of Insurance and Financial Advisors.

David's past accolades include being named one of the top five "Advisors of the Year"^*in 2008 by Senior Market Advisor magazine—an award recognizing the nation's top successful, trustworthy, committed, ethical, and community-focused advisors serving the senior market, as measured by meeting the magazine's specific experience, sales volume, background checks, and community involvement criteria. He has also been featured on KNBR, KSFO, KLAA, KRON 4, ABC 7, and KABC radio, and Forbes magazine throughout the years. In 2022, David was inducted into the Advisors Excel Hall of Fame during the organization's World Series of Success Awards Night, a spot earned among those Advisers Excel considers industry leaders by meeting a certain production threshold in partnership with Advisors Excel Financial Services (the broker-dealer with whom some Liberty Group affiliates work to provide insurance services). To date, Liberty Group is one of only 135 firms in the nation to qualify for the honor. In 2019, 2020, 2021, and 2022, Liberty Group was also nominated and awarded Silver status for Best Financial Services in the East Bay by Bay Area Parent magazine. In 2019, Bay Area Parent held nominations for their readers to submit their contenders. Since then, businesses have been placed on ballots through a combination of factors, including top-tier votes in their category and previous year's medals and reader write-in voting. The winners are tallied by the vote of residents/readers, with three winners chosen for each category (a list of all categories and winners can be viewed here). In 2024, David was featured in the Forbes article “Stock Market Meltdown To Be Short-Lived. What To Expect Next.” Read it here. He was also featured in the CBS News article “4 important gold investing moves experts say to make this fall.” Read it here.

David is the host of the "Protect Your Assets" radio show, which airs on KNBR AM 680, KSFO AM 810, and KABC AM 790 on Tuesdays, Saturdays, and Sundays. He is also the author of two books, Protect Your Assets: Are You Ready for Retirement? and The Entrepreneur's Exit Strategy.

888.588.5818
Fax: 510.658.1886
www.LibertyGroupLLC.com

*The "Advisor of the Year" was an annual award given by Senior Market Advisor magazine. Senior Market Advisor magazine existed from 2000–2013, at which time it transitioned to Retirement Advisor magazine. In 2016, Retirement Advisor ceased publication and evolved into a quarterly print supplement to be delivered with National Underwriter Life & Health. Nominees had to meet certain criteria relative to experience, sales volume, a background check, and community involvement. The winner was chosen by editors of Senior Market Advisor who were not clients of David Hollander. The award was not representative of any one client's experience and was not indicative of future performance.

Wealth Advisors

Aimee Hernandez Sales Manager

Aimee Hernandez Sales Manager

Aimee Hernandez is the Sales Manager at Liberty Group. In her role, Aimee is responsible for developing and executing a comprehensive sales strategy that aligns with Liberty Group’s growth objectives. She provides leadership, coaching, and mentorship to enhance the performance of the sales team and collaborates closely with senior leadership to create cohesion between business development and client service.

Aimee holds a B.S. in Sociology and Psychology from Midwestern State University. She has earned several designations and licenses, including Series 7, Series 63, Series 65, Life & Health, CRPC® (Chartered Retirement Planning Counselor), and RCC™ (Registered Corporate Coach™).

Her career in financial services began with a personal mission: as a young adult, she witnessed firsthand how her family’s financial security was negatively impacted by the actions of an untrustworthy financial professional. This experience inspired her to become a steward for others’ financial well-being, beginning as a financial advisor and eventually expanding her influence into leadership and advisor coaching. Her career has spanned both risk management and wealth management, and today she is passionate about empowering others to thrive in this industry.

Aimee is especially focused on increasing the number of female financial professionals, advancing holistic financial planning, and helping advisors reach their full potential. Outside of work, she enjoys reading, hiking, playing disc golf, and spending time with her friends and family.

Originally from the Dallas/Fort Worth area, Aimee has lived in Phoenix, Arizona for the past 17 years. She and her husband Greg have been married for 22 years and share their home with two beloved feline companions, Goose Flerken and Tessa Rea.

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Matthew J. del Junco Wealth Advisor
Investment Adviser Representative

Matthew J. del Junco Wealth Advisor, Investment Adviser Representative

Matthew is a Wealth Advisor and an Investment Adviser Representative. His goal is to provide a broad range of advice to his clients, drawing on his industry knowledge and core values of honesty and integrity.

Matthew graduated from the University of California, Berkeley. He is securities-licensed and holds California Life-Only and Variable Contracts insurance licenses (CA Ins. License #0I84929). His financial advice has been featured in Kiplinger, writing the 2018 articles “The Key Word in a Quality Financial Plan: Comprehensive” and “Why Bonds Are More Important to Your Financial Portfolio Than You May Realize.”

Gymnastics has always been a big part of Matthew's life. He won the 2008 USA Championship in vault and was the team captain of the University of California, Berkeley NCAA Division 1 gymnastics team. Matthew's time in gymnastics showed him that he enjoyed motivating others to succeed. This carried over into financial advising, where he helps clients plan their finances and for their retirements.

Matthew is a Bay Area resident who enjoys family time with his wife and daughter, mountain bike riding, visiting the racetrack, and traveling.

Phone: 888.588.5818
Fax: 510.658.1886
www.LibertyGroupLLC.com

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Adam J. McNulty, CFP®Wealth Advisor
Investment Adviser Representative

Adam J. McNulty, CFP®Wealth Advisor, Investment Adviser Representative

Adam McNulty is a Wealth Advisor, Investment Adviser Representative, and CERTIFIED FINANCIAL PLANNER® professional. He specializes in managing investment portfolios and retirement planning for individuals and families. Other focus areas include income planning and tax minimization strategies; estate planning and life insurance; long-term care planning and insurance; education planning and 529 plans. Adam believes in providing objective advice and high-quality service.

Adam graduated from the University of California at Berkeley in 1988 and has managed investment portfolios for private clients since then. He obtained his CERTIFIED FINANCIAL PLANNER® designation in 1999, is securities-licensed, and holds California Life-Only, Accident and Health, and Variable Contracts insurance licenses (CA Ins. License #0B78809).

He was a vice president in the Private Client Group at Lehman Brothers and Merrill Lynch, and in 2001, he founded OneVision Investment Advisors, LLC, a boutique wealth management firm. Before joining Liberty Group, Adam was a portfolio manager for a technology-based hedge fund.

Adam has been married since 1996 to his wife, Luci, a spin and fitness instructor, who blessed him with three children. In 2013, he founded East Bay Flag Football, a 501(c)3 dedicated to giving kids a safe and fun place to play flag football while also giving back to our community. Thousands of kids have played, hundreds have been trained and hired as referees and coaches, and EBFF has donated over $35k to local schools and charities.

Phone: 888.588.5818
Fax: 510.658.1886
www.LibertyGroupLLC.com

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Stanislav "Stan" N. Godsky, CFP®, CPWA® Wealth Advisor
Investment Adviser Representative

Stanislav Godsky, CFP®, CPWA®Wealth Advisor, Investment Adviser Representative

Stan is a Wealth Advisor, Investment Adviser Representative, CERTIFIED FINANCIAL PLANNER® professional, and Certified Private Wealth Advisor® professional. Stan is passionate about helping others plan for retirement by helping create roadmaps that take the guesswork out of their financial lives. He enjoys helping guide his clients' financial decisions and positively impacting their lives.

Stan has a Bachelor of Science in business administration from Touro College in New York and a degree in urban development from Kyiv National University of Construction and Architecture, Kyiv, Ukraine. Stan is securities-licensed and holds California Accident and Health, Life-Only, and Variable Contracts insurance licenses (CA Ins. License #0J23255). He also obtained his CERTIFIED FINANCIAL PLANNER® designation in 2020 and his Certified Private Wealth Advisor® designation in 2025. His financial advice has been featured on Liberty Group Founder & CEO David Hollander's "Protect Your Assets" radio show on KNBR.

After starting his career in small-business development and management, Stan realized he was more interested in the financial side of the business. His role as a wealth manager combines both skill sets.

A resident of Walnut Creek, Stan enjoys traveling and experiencing other cultures, playing tennis and chess, snowboarding, hiking, and spending time with family.

Phone: 888.588.5818
Fax: 510.658.1886
www.LibertyGroupLLC.com

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Nicholas A. del Junco Wealth Advisor
Investment Advisor Representative
Office Manager - Newport

Nicholas A. del Junco Wealth Advisor, Investment Adviser Representative, Office Manager - Newport

Nicholas joined the firm first as an intern while finishing his degree in Economics and Public Health from the University of California, Berkeley, and then as a financial professional. Nicholas supports clients in creating financial plans intended to help provide confidence throughout their retirement years. He focuses on helping clients strive to reach their goals, using strategies meant to help grow assets while aiming to reduce financial fears. He aids in addressing the financial challenges of clients and prospects alike. Nicholas entered the industry after seeing how powerful financial advice can be for families and the importance of financial planning.

He believes positive investments and portfolio designs can improve the livelihoods of clients and their families for generations to come. Nicholas is securities-licensed and holds a California Life-Only insurance license (CA Ins. License #0L83241). In the spring of 2018, he graduated from the University of California, Berkeley, where he competed in the NCAA Division 1 Men's Gymnastics program for four years and was honored as an Academic All-American each year.

Nicholas resides in Aliso Viejo with his wife, who he met at UC Berkeley on the gymnastics team. He loves spending time with his close-knit family and friends. He also enjoys surfing, binging the latest and greatest TV shows, cooking, and trying new restaurants and foods. He spends time at the beach on warm days outside the office.

Phone: 888.588.5818
Fax: 510.658.1886
www.LibertyGroupLLC.com

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Claire D. Hollander Wealth Advisor
Investment Advisor Representative
Office Manager - Larkspur

Claire D. Hollander Wealth Advisor, Investment Advisor Representative, Office Manager - Larkspur

Claire is a Wealth Advisor, Investment Advisor Representative, and the manager of the Larkspur office. She supports all aspects of the financial planning process at the firm, from establishing new relationships and analyzing new cases to developing recommendations and implementing financial plans for our clients. Claire's passion is educating others about their finances and helping solve their questions and concerns. She considers one of her strengths to be communication—she likes to keep a close relationship with the clients and co-workers with whom she works.

Claire's parents founded Liberty Group the year she was born, and she grew up surrounded by their enthusiasm for serving others and entrepreneurial spirit. Their close relationship inspired her to want to work with them at Liberty Group. She loves that the Liberty Group culture feels like a family.

Claire graduated from UC Berkeley with a bachelor's in political science and a minor in philosophy. Claire holds California Accident and Health and Life-Only insurance licenses (CA Ins. License #4069870) and is securities-licensed.

Her hobbies include cooking, hiking, and traveling. She also enjoys cooking and experimenting with new dishes in the kitchen. She often hikes the trails in Marin and other northern parts of the coast. Claire is also a car enthusiast. She has been to 27 countries and 26 states in the US! One of her favorite things to do is to spend time with her close-knit family: her younger sister, a senior at the University of Southern California and aspiring DJ; her mother, the manager and owner of local vegetarian hotspot Petit Café; and her father, the founder and CEO of Liberty Group.

Phone: 888.588.5818
Fax: 510.658.1886
www.LibertyGroupLLC.com

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Steven S. Christensen Wealth Advisor
Investment Advisor Representative

Steven S. Christensen Wealth Advisor, Investment Advisor Representative

Steven is a Wealth Advisor and Investment Advisor Representative. Steven is passionate about helping individuals and families accumulate, protect, and manage wealth efficiently during all stages of life through a comprehensive approach to financial planning. His areas of experience include retirement planning.

Steven has a bachelor's degree in marketing from Sonoma State University. He is securities-licensed and holds California Accident and Health, Life-Only, and Variable Contracts insurance licenses (CA Ins. License #0L78486, NC Ins. License #18437581). Steven has over 17 years of industry experience and pursued this profession because he has a strong interest in the financial markets and likes working with people to help them achieve their goals. And was an NCAA DII Soccer National Champion at Sonoma State University and a member of the Sonoma State Hall of Fame 2002 Soccer National Championship team.

Steven has been a Marin County resident for more than seven years. Previously, he lived in San Francisco for over ten years and was born and raised here in the Bay Area. Steven enjoys spending time with his family, exploring the outdoors, and teaching his son to play soccer outside of work, and enjoys long-distance trail running and mountain biking in Marin.

Phone: 888.588.5818
Fax: 510.658.1886
www.LibertyGroupLLC.com

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David S. Gillimore Wealth Advisor
Investment Advisor Representative

David S. Gillimore Wealth Advisor, Investment Advisor Representative

David is a Wealth Advisor and Investment Advisor Representative. He is most passionate about helping clients achieve their financial goals and feel more confident in their financial wellbeing and retirement. During his 20 years in the industry, he has specialized in several aspects of finance, including banking, investing, and, most recently, working with high-net-worth individuals in private placement and real estate transactions. David enjoys working in a close-knit environment with individuals committed to helping clients strive to achieve their financial goals. He enjoys being involved in his client's whole financial picture, from portfolio management to financial and estate planning.

David graduated from the University of California, Santa Barbara, with a degree in Political Science. He is securities-licensed and a California Accident and Health, Life-Only, and Variable Contracts insurance licenses (CA Ins. License #0D66374). David first entered the financial services industry right out of college, as he was interested in stocks and investing. He has worked in this industry since 2000, when he started at Franklin Templeton Investments. Since then, he has worked as a financial advisor at several firms, including Citigroup, US Banks, Wells Fargo Private Client Services, and Emerson Equity, where he was a vice president.

David's family are all successful Irish immigrants who came to San Francisco in the ‘70s to start a new life as contractors, real estate agents, and developers. He grew up in the Sunset district of San Francisco and remains involved in San Francisco's Irish community. His family's extensive real estate involvement in the Bay Area has also inspired him to branch out into real estate.

A resident of Larkspur, David and his wife returned to the area after a seven-year break and are excited to call it home again. He is an avid sailor and outdoorsman who loves to hike and enjoy all that Northern California nature offers. He also enjoys traveling with his wife.

Phone: 888.588.5818
Fax: 510.658.1886
www.LibertyGroupLLC.com

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Treshon "Tre" A. Ingram Wealth Advisor
Investment Advisor Representative

Treshon "Tre" A. IngramWealth Advisor, Investment Advisor Representative

Tre is a Wealth Advisor and Investment Advisor Representative for Liberty Group who is passionate about helping clients work toward their retirement dreams through well-thought-out methods for attaining retirement income. Tre joined Liberty Group after previously serving as a consultant. He enjoys seeing his clients and families achieve financial confidence as retirement approaches and uses income and tax-efficient strategies to help them better meet their objectives. Tre enjoys helping clients attempt to reduce their tax bills, keep more of their hard-earned savings in their pocket, and develop income plans to help clients meet their short- and long-term financial goals.

Tre earned dual bachelor's degrees in finance and management from Washburn University, is securities-licensed, and holds a California Life-Only insurance license (CA Ins. License #4055750).

A resident of Newport Beach, Tre and his wife, Catherine, are the proud owners of two dogs, Leo and Polly. Tre enjoys playing golf, spending time at the beach, and traveling in his free time.

Phone: 888.588.5818
Fax: 510.658.1886
www.LibertyGroupLLC.com

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Michael T. Hullen, CPA, PFS, CFP®, MST Wealth Advisor
Investment Advisor Representative

Michael T. Hullen, CPA, PFS, CFP®, MST Wealth Advisor, Investment Advisor Representative

Michael Hullen is a Wealth Advisor and Investment Advisor Representative with Liberty Group and a founding partner with Hullen Accountancy, LLP. Michael has been a board-certified CPA in good standing since 1983 and specializes in providing income tax planning strategies for both businesses and individuals.

Michael earned a Bachelor of Science degree in Business Administration from California State University-Chico and a Master of Science degree in Taxation from Golden Gate University in San Francisco.

Michael is securities-licensed, and his credentials also include the designations of CERTIFIED FINANCIAL PLANNER™ and Personal Financial Specialist, PFS. He is affiliated with the Financial Planning Association, California Society of CPAs, the American Institute of CPAs, and CPAConnect, one of the largest CPA networks in the United States. He has been an instructor of income taxation and financial planning strategies through the University of California-Davis extension program.

Phone: 888.588.5818
Fax: 510.658.1886
www.LibertyGroupLLC.com

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Kenneth W. Henson II, CFP® Wealth Advisor
Investment Advisor Representative

Kenneth W. Henson, CFP® Wealth Advisor, Investment Advisor Representative

Kenneth W. Henson is a Wealth Advisor and Investment Advisor Representative of Liberty Group who conducts his advisory business under the DBA name of MFA Financial Planning. Additional details on Mr. Henson can be found as follows: http://mfafinancialplanning.com/.

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C. Nicholas "Nick" Moore Wealth Advisor
Investment Advisor Representative

Nicholas "Nick" Moore Wealth Advisor, Investment Advisor Representative

Nicholas "Nick" Moore is a Wealth Advisor and Investment Advisor Representative of Liberty Group who conducts his advisory business under the DBA name of MFA Financial Planning. Additional details on Mr. Moore can be found as follows: http://mfafinancialplanning.com/.

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Stephen E. Mantzouris Wealth Advisor
Investment Advisor Representative

Stephen E. MantzourisWealth Advisor, Investment Advisor Representative

Stephen E. Mantzouris is a Wealth Advisor and Investment Advisor Representative of Liberty Group who conducts his advisory business under the DBA name of The Independent Advisors. Additional details on Mr. Mantzouris can be found as follows: https://theindependentadvisors.com/.

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David L. Hedger Wealth Advisor
Investment Advisor Representative

David L. HedgeRWealth Advisor, Investment Advisor Representative

Bio coming soon!

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Daniel D. Ross, CPA, PFS, CFP® Wealth Advisor
Investment Advisor Representative

Daniel D. Ross, CPA, PFS, CFP®Wealth Advisor, Investment Advisor Representative

Daniel D. Ross is a Wealth Advisor and Investment Advisor Representative of Liberty Group and the founding shareholder of Daniel D. Ross, CPA, A Professional Corporation. He is passionate about trying to help people find the best route to reach their financial goals while attempting to pay the lowest legal amount of taxes possible. He enjoys working with people and thrives on one-on-one client interactions.

Daniel earned a Bachelor of Science degree in Business Administration from California State University-Chico. He performed his internship at Price Waterhouse and Co. before moving to a local firm to learn taxation. Daniel ventured out to open his accounting practice in 1987 because he noticed that clients naturally came to him for advice over the years, and he wanted to provide planning and accounting services at one-stop, his office. He has been a board-certified CPA in good standing since 1983. He has expertise in tax and financial planning by earning the credentials of Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER®, and Personal Financial Specialist, PFS®.

Daniel is a member of the American Institute of CPAs, AICPA Financial Planning Section, California Society of CPAs, and CPAConnect, one of the largest CPA networks in the United States. Dan was previously an instructor of Accounting at the University of California-Davis extension program from 2006 to 2012. He's also a volunteer instructor for CORE (Special Core of Retired Executives), advising local businesses.

Daniel is an avid music enthusiast outside of work—he plays the guitar and ukulele. He and his wife of 38 years, Anne, lost two homes in Lake Tahoe in the Caldor fire and currently reside in Carmel, California, while they search to find a new place to call home. They have two grown children.

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Wealth Associates & Planning

Jordan Johal Wealth Associate
Investment Advisor Representative

Jordan Johal Wealth Associate, Investment Advisor Representative

Jordan is a Wealth Associate and Investment Advisor Representative who assists with creating retirement income plans and analyzing portfolios. His favorite part of his job is interacting with clients and helping set them up for success in retirement.

Jordan graduated with an economics degree from UC Davis and holds a California Life-Only insurance license (CA Ins. License #0M76004).

Jordan lives El Sobrante, California. Outside of the office, he is a curator of vintage automobiles and enjoys working on cars and racing. His other hobbies include road biking, hiking, exercising, trying new food, and enjoying time with his friends and family.

Phone: 888.588.5818
Fax: 510.658.1886
www.LibertyGroupLLC.com

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Brett Wippler Wealth Associate
Investment Advisor Representative

Brett Wippler Wealth Associate, Investment Advisor Representative

Brett is a Wealth Associate and Investment Advisor Representative. He initially joined the Liberty Group team as a Business Development Associate. He transitioned to the planning team as a Financial Planner in 2025. He helps create retirement income plans and analyzing portfolios. He enjoys connecting with people and making sure they feel understood and know their concerns are addressed. He is passionate about helping grow the company.

Brett graduated from Southern California with a bachelor's in international relations and global business. He also holds a Real Estate Sales License. After graduating from college, he worked in real estate but found his interest in the financial world rather than commercial real estate.

A resident of San Francisco, Brett enjoys surfing, skiing, and all other outdoor activities. Aside from that, he enjoys cooking and trying different cuisines from around the world. He grew up in Southern California with his parents and older sister; they have two cats, all of whom they are obsessed with.

Phone: 888.588.5818
Fax: 510.658.1886
www.LibertyGroupLLC.com

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Kameron Jackson, MBAWealth Associate
Investment Advisor Representative

Kameron Jackson, MBA Wealth Associate, Investment Advisor Representative

Kam is a Wealth Associate and Investment Advisor Representative. He joined Liberty Group as a Business Development Associate, where he helped manage inbound prospective clients and match them with an advisor who best suits their needs. He takes pride in putting his best effort forth in whatever he is pursuing. He was excited to join an independent firm with fiduciaries who offer products and services in clients’ best interests.

Kam graduated from Southern Utah University in December 2021 with an MBA, concentrated on Business Analytics. He also holds a California Life, Accident, and Health Insurance license (CA #4191944). Kam was previously a financial analyst who assisted with financial modeling for budgeting and forecasting. He decided to rotate into a position at a wealth management firm, as he wants to pursue his passion of helping others work toward their financial goals and connect them with resources to evolve their financial literacy and outlook.

A resident of Hercules, California—where he has lived his entire life—Kam enjoys street photography, fitness, and gaming. He also loves dogs! He and his family have a long history of thriving at sports at every level of competition.

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Adrian Azofeifa Wealth Associate, Investment Advisor Representative

Adrian Azofeifa Wealth Associate, Investment Advisor Representative

Adrian is a Wealth Associate and Investment Advisor Representative. He joined Liberty Group as a Business Development Associate. His focus is on connecting prospective clients with the people and resources they need to support them on their path to financial success. Adrian has experience in securities analysis and economics and is excited to assist people in taking the steps toward financial freedom.

Adrian graduated from San Diego State University in 2021 with a Bachelor's in business administration finance and an academic minor in economics. Previously an intern with OBI Capital, conducting background market research and financial analysis, he joined the financial services industry because of his interest in the financial markets and the rewarding feeling he gets from helping improve others' financial literacy. He is committed to learning, self-improvement, and spreading financial knowledge.

Adrian is a first-generation American who has lived in Hayward, California, for most of his life, except for a brief study abroad program in high school in Bangkok, Thailand. Away from work, he enjoys reading, exercising, and walking his dog away from work. He is also passionate about helping the environment.

Phone: 888.588.5818
Fax: 510.658.1886
www.LibertyGroupLLC.com

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Kelvin J. KwanFinancial Planner
Investment Advisor Representative

Kelvin J. Kwan Financial Planner, Investment Advisor Representative

Kelvin is a Financial Planner and Investment Advisor Representative with Liberty Group, who conducts his advisory business under the DBA Granite Bay Asset Management. He completed his Bachelor of Science in Finance at California State University, Sacramento. After graduating, he transitioned into a paraplanner role, gaining hands-on experience in financial planning and wealth management. In 2010, he became a registered representative with Liberty Group LLC, and in 2018, he started practicing as an Investment Advisor Representative under Liberty Group’s DBA, Granite Bay Asset Management. With a strong focus on financial planning, Kelvin works closely with clients to develop structured strategies that help them manage their finances effectively, addressing both short-term needs and long-term objectives.

Kelvin finds the most rewarding aspect of his profession to be the ability to guide clients through financial decision-making and help reduce financial stress.

Born and raised in Sacramento, California, Kelvin is a devoted husband and father of two. Outside of work, he enjoys playing competitive tennis, traveling with his family, exploring new restaurants, and wine tasting.

Phone: 888.588.5818
Fax: 510.658.1886
www.LibertyGroupLLC.com

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Jared Wegrzyn
Senior ParaplannerInvestment Advisor Representative

Jared Wegrzyn
Senior Paraplanner

Jared has experience working at one of the country’s largest financial planning firms and a small independent financial planning firm. He holds a Bachelor of Science in Business Administration and a Master of Financial Analysis, laying the groundwork for a career in financial planning. He is a student of the industry and is continuously striving to learn more and stay up to date with financial planning strategies and implementation.

Jared believes that having all the facts and information will allow him to service clients to the best of his ability. His analytical background and attention to detail help build clients’ financial plans.

Jared loves spending time outdoors and at the beach, hiking, biking, and practicing yoga. You can usually find him reading a good book or working on a new skill or hobby. Jared is a social butterfly and enjoys spending time with friends and seeing his family on the East Coast.

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Service Team

Emilee Kersten Director of Service

Emilee Kersten Director of Service

As Director of Service at Liberty Group, Emilee oversees client service operations and implements strategies to deliver an exceptional client experience. She enjoys the friendly environment at Liberty Group.

Emilee graduated from Grand Valley State University in 2013 with a Bachelor of Business Administration. She began her career as an occupational therapist, working in healthcare for eight years before transitioning to the wealth management industry. Her journey started at Homrich Berg, where she worked in operations, managing tasks such as opening accounts, processing transfers, and account maintenance. She later led a client service team supporting multiple advisors, creating processes, implementing a new CRM system, and enhancing client service support. These experiences equipped Emilee with a deep understanding of operations and client service within the wealth management industry.

Originally from Michigan, Emilee has called Atlanta, Georgia home for the past 11 years. She enjoys cooking from scratch, with a passion for hand-rolled pasta and homemade sauces. A true outdoor enthusiast, she spends her free time hiking, maintaining her plants, and exploring the Atlanta area with her Goldendoodle, Cash. Emilee is an avid sports fan, especially of the Detroit Lions and Atlanta Braves, and she rarely misses a home game. She also enjoys collecting vintage vinyl, traveling, and exploring new destinations.

Emilee is engaged to her fiancé, Thom, and the couple is planning their wedding for September 2025. Together with Cash, they enjoy a lively and adventurous life in Atlanta.

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Nelson RodriguezSenior Associate, Service

Nelson RodriguezSenior Associate, Service

Nelson is dedicated to providing exceptional service and support to clients, striving to meet their financial needs with accuracy and efficiency. He is passionate about helping clients feel confident in their financial plans by answering their questions and addressing their requests in a timely manner. Gaining clients' trust and hearing their feedback is the most gratifying part of his job. Both inside and outside of work, he enjoys making people’s day by being friendly, approachable, and supportive.

Nelson graduated with a liberal arts associate's degree, emphasizing arts, humanities, and communication studies from Santa Ana College. He is currently working toward a bachelor's degree in humanities & social sciences from California State University, Fullerton. Nelson first entered the financial industry by working as a banker at U.S. Bank and later Wells Fargo, which led him down the investment industry path when starting his job at Capital Group American Funds. As managing money wasn't something his school taught him, he became interested in finance early in his career as he understood its importance.

A resident of Santa Ana, Nelson lives with his wife Cynthia, a journalist who covers food/art/culture in Orange County and Los Angeles for multiple publications, and their son. Away from the office, Nelson loves spending time with his wife and son as the three enjoy discovering and eating their way through restaurants all over OC/LA/SD, collecting records, playing drums, spinning vinyl at events, and doing a lot of DIY home renovation projects on their 1920s Spanish bungalow.

Phone: 888.588.5818
Fax: 510.658.1886
www.LibertyGroupLLC.com

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Roxanne Verduzco Senior Associate, Service

Roxanne Verduzco Senior Associate, Service

Roxanne is a Senior Associate, Service. She supports the advisory team on all aspects of the client experience and serves as a critical point of contact for clients' administrative and non-administrative requests and needs.

Roxanne has a Bachelor of Arts degree in communication studies and political science from the University of California, Los Angeles, and over 20 years of experience in communications, client services and account/project management. Roxanne has worked as a legislative aide to Congressman Pete Stark and a senior manager in the high-tech public relations industry. She also served as social media coordinator for the Professional BusinessWomen of California (PBWC). Her passion is building relationships, so when the opportunity to join Liberty Group arose, although new to the financial industry, she knew the work was ultimately about building relationships with clients and prospective clients.

Roxanne is a Bay Area native and the mother of two boys, now in college in Washington and Arizona. She lives with her husband in Oakland and enjoys hiking and reading —especially historical fiction.

Phone: 888.588.5818
Fax: 510.658.1886
www.LibertyGroupLLC.com

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Colleen Richardson Senior Associate, Service

Colleen Richardson Senior Associate, Service

Colleen is a Senior Associate, Service. She is passionate about helping clients in a timely fashion. Her responsibilities include client services, assisting advisors, administrative work for new accounts, client reviews, and meeting scheduling.

Colleen has worked in customer service and office management for over 35 years. An East Bay native, she currently resides in Pleasanton, California, with her wife of over 29 years, Stephanie, and their cat, Flynn. In her spare time, she enjoys reading, watching movies/TV, cheering for the Oakland A's, cooking and baking, music, wine, photography, and time with her nieces and nephews.

Phone: 888.588.5818
Fax: 510.658.1886
www.LibertyGroupLLC.com

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Sheri LedererSenior Associate, Service

Rebecca JohnstoN Senior Associate, Service

Sheri is the Executive Assistant to David Hollander and supports the client service team as a Senior Associate, Service. She is responsible for helping manage the CEO's clients, e-mail, calendar, travel, and overall process and operations development and support. She is passionate about supporting the firm's vision and supporting and servicing its clients. Sheri brings to the firm experience in financial services, including trades, insurance products, and account maintenance.

Sheri has a Bachelor of Science degree in business administration from The University of Missouri, St. Louis and a Master of Business Administration from Louisiana State University. Her background includes working at Edward Jones as a Sr. Branch Office Administrator, a Financial Services Rep III at First Community Credit Union, and a Corporate Account Representative and Specialty Instructor at the YMCA.

Sheri lives in Missouri and has a teenage daughter and son. Outside of work, she enjoys traveling, walking, hiking, soccer, hockey, and DIY house projects and remodeling.

Phone: 888.588.5818
Fax: 510.658.1886
www.LibertyGroupLLC.com

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Hilary WhatleyAssociate, Service

Hilary Whatley Associate, Service

Hilary Whatley is an Associate, Service at Liberty Group, where she builds and supports client relationships, helping provide a smooth experience for clients and prospective clients alike. With over 14 years in operations, administration, and support roles, Hilary brings her skills in organization and client relations to her position. Before joining Liberty Group, she spent three years with Edward Jones, further developing her abilities in client support and relationship management.

Hilary graduated from Abilene Christian University in 2010 with a degree in Exercise and Sports Science. Her passion for organization and client support drives her work at Liberty Group, where she appreciates the close-knit, family-like environment of the firm.

Residing in the Dallas/Fort Worth area, where she has lived for 35 years, Hilary enjoys spending time with her family, attending sporting events, and live music. She has been married for ten years and is the proud mother of her daughter and her son.

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MiShawndra HughesAssociate, Service

MiShawndra Hughes Associate, Service

MiShawndra is an Associate, Service on the Service Team at Liberty Group. In her role, she helps with the timely processing of service requests and document handling for both clients and the Sales Team, all while striving to deliver top-tier service. MiShawndra brings over 17 years of experience in the Financial Services and Insurance Industry to her position and is passionate about helping people achieve their financial goals.

MiShawndra’s interest in finance began at San Jose State University in San Jose, CA, where she majored in Corporate Financial Management. After graduating, she realized her true calling was in customer service. She spent over 12 years as a Licensed Banker with a major bank, where her friendly and warm personality, attention to detail, and exceptional customer service allowed her to enhance the financial well-being of numerous households.

During the pandemic, MiShawndra transitioned to working independently as a Licensed Insurance Agent with a prominent insurance company. By incorporating life insurance and long-term care into her offerings, she provided a holistic approach to financial planning for her clients and community.

Born and raised in the Los Angeles area, MiShawndra recently relocated from Northern California to be closer to her family. Outside of work, she enjoys staying active by working out at the gym, hiking, swimming, and traveling to tropical destinations. She is also passionate about martial arts and currently holds an orange belt in karate, kung fu, and weapons training. While she loves all animals, dogs are especially dear to her heart.

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Compliance, Operations, Administration & Accounting

Candace Hamilton Chief Compliance Officer

Candace Hamilton Chief Compliance Officer

Candace is the firm's Chief Compliance Officer, responsible for overseeing compliance processes and providing support to all Liberty Group's agents and Associates. She loves educating employees about why compliance is important, how certain rules apply to them, and how we all thrive when we have a solid foundation and understanding of the regulations and laws governing the finance industry.

Candace earned a Bachelor of Arts degree in Liberal Arts from Sonoma State University and holds a Series 65 license. She has a varied background in the industry that includes working with institutional wealth managers, mutual fund advisors, registered investment advisors, bank broker-dealers; large wirehouses; independent broker-dealers; alternative asset firms; and private placement broker-dealers. Her earlier roles include Chief Compliance Officer, Vice President of Compliance and Operations, National Branch Compliance Manager, Relationship Manager, Marketing Director, and Senior Training Consultant.

In her free time, Candace enjoys volunteering for Habitat for Humanity, working on her historic home in Historic French Park Santa Ana, cooking, hiking, gardening, and hanging out with her family. Her family also has a Little Free Library that they love being stewards of.

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Jade Kam Associate, Operations

Jade Kam Associate, Operations

Jade Kam is an Associate, Operations at Liberty Group. Her responsibilities include supporting daily operations, such as managing client transactions, maintaining accurate financial records, and ensuring compliance with regulatory standards.

Before joining the Liberty Group team, Jade graduated from the University of California, Santa Cruz, in 2015 with a bachelor's degree in Community Studies. She also worked as an Eligibility Specialist at the Glide Foundation and as a Mortgage Banking Operations Analyst at JVM Lending.

Jade is a lifelong East Bay native and recently moved to Albany, CA, with her Jack Russell/Yorkshire Terrier mix, Naughty Nico. She has a special interest in economic justice and financial literacy for women. In her free time, Jade enjoys rock climbing, attending music festivals, cooking, traveling, and sifting through bargain bins for vinyl records.

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Donald White Senior Associate, Accounting and Administration

Donald White Senior Associate, Accounting and Administration

Donald White is a Senior Associate, Accounting and Administration at Liberty Group. His responsibilities include managing office operations and overseeing accounting processes to help with the smooth running of the firm’s financial administration. Donald brings a wealth of experience in business information systems, with a career spanning various roles including auditor, consultant, and accountant. He enjoys the family atmosphere at Liberty Group, where collaboration and support are at the core of the work environment.

Donald graduated from Utah State University with a Bachelor of Science in Business Information Systems. His background in leveraging technology to streamline accounting processes has made him a valuable asset in auditing and month-end accounting.

Before joining Liberty Group, Donald worked as an Accountant at Everett & Jones BBQ for 14 years, handling their financial operations. He also held roles as a CalPERS 457 Program Plan Consultant with ING and an Auditor at State Street Bank & Trust.

Donald’s interest in business and accounting is deeply influenced by his family—his father served as Alameda County Treasurer, and his mother's family owns Everett & Jones BBQ. These influences, combined with his interest in technology, led Donald to his career path.

Outside of work, Donald is passionate about football and cycling. He has been a football coach for over 20 years and currently serves as a Varsity Assistant Football Coach at Moreau Catholic High School. His coaching journey includes participating in the 2017 Bill Walsh Minority Coaching Fellowship with the San Francisco 49ers and a State Championship win with Laney College in 2018, as well as a feature on Netflix’s Last Chance U in 2019. Donald is also an active member of the Major Taylor Bay Area Cycling Club.

Born and raised in Oakland, California, Donald continues to live there with his wife, Carolyn, and their three sons. His experiences, including a year spent living in Cameroon, have shaped his life and commitment to both his career and his community. Donald is also a proud alumnus of Skyline High School in Oakland, where he received a football scholarship to Utah State University and played as a safety for four years.

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Jamie YoungAssociate, Compliance

Jamie Young Associate, Compliance

Jamie is a Associate, Compliance at Liberty Group. Her duties include compliance testing and monitoring activities, documentation and record-keeping, compliance projects, and assisting with third-party service provider management. Her favorite part about working for Liberty Group is the collaborative and supportive environment.

In 2007, Jamie graduated with a Bachelor of Science in Child and Adolescent Development from California State University, Fullerton. Before joining Liberty Group, she worked as an Associate Office Administrator at Champlain Investment Partners, an Advisory Compliance and Operations Assistant at Euro Pacific Capital, and a Performance Manager and Lead Dancer at Island Inspirations Polynesian Entertainment.

Originally from Los Angeles, CA, Jamie currently resides in Tustin and has lived in the area for 20 years. In her free time, she loves rock climbing, yoga, dancing, camping, and volunteering. She and her husband, Phil, also enjoy dog sitting for their family and friends (shoutout to Desmo, Sam, Maverick, Norah, Barry, Kash, Rocky, and Thor!). Jamie has also been a Polynesian dancer for 15 years and has performed in Mulan’s Lunar New Year Procession for the past eight years at Disney California Adventure Park. Her favorite theme parks are Disneyland, Six Flags Magic Mountain, and Cedar Point.

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Heidi Sullivan Controller & Accountant

Heidi Sullivan Controller & Accountant

Heidi, Liberty Group's Controller and Accountant, joined the firm via Prairie Fire Resources LLC. Heidi is responsible for managing the firm payroll and commissions. In addition to her role at Liberty Group, she is also a partner in Prairie Fire Resources LLC and Advisors Back Office Solution, two companies that outsource many HR and accounting/financial services for wealth management firms. Prior to joining Prairie Fire, she worked at Security Bank of Kansas City as a Sr. Accounting Associate and as an Accounting Manager at StructSure Projects, where she had a heavy construction background.

Heidi has an AA in Accounting from Kansas City Kansas Community College and feels commissions and payroll are like a puzzle that needs to be solved, with a deadline—kind of like an escape room.

Heidi, who previously lived across the border in Kansas City, KS, now resides in Kansas City, MO. Outside of work, she enjoys hanging out with her family, especially her daughter, and having friends over for sporting events (Go Chiefs!).

Phone: 888.588.5818
Fax: 510.658.1886
www.LibertyGroupLLC.com

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Alvis Ward Jr. Associate, Administration
Office Manager - Oakland

Alvis Ward Jr. Associate Administration, Office Manager - Oakland

Alvis is Liberty Group's Associate Administration, Office Manager at the Oakland office. Alvis is responsible for overseeing the office's day-to-day operations, including providing prompt attention and service to all visitors to the firm. Alvis is passionate about providing an engaging, hands-on frontline experience, with a focus on time management and productivity to ensure the smooth functioning of the office and the best client experience.

Alvis has a Bachelor of Science in business administration from Morris Brown College in Atlanta, GA. His past jobs include being a Paralegal Trainee/Billing Coordinator for the Law Office of Clinton Killian, Corporate Office Manager for Environmental Compliance and Remediation, Inc., Operations Manager/Human Resources Administrator for The Ark of Refuge, Inc., and several positions in business development and logistics at Sea-Land Logistics, Inc. He has been a volunteer library staffer to the Church of Latter-Day Saints' Oakland FamilySearch Library for over ten years. He is also a Life Member of the African American Genealogical Society of Northern California.

The eldest of three children, Alvis has lived in Oakland his entire life, except his undergraduate years in Georgia. He is also a professional genealogist, historian, and overall researcher. Traveling and reading are other interests.

Phone: 888.588.5818
Fax: 510.658.1886
www.LibertyGroupLLC.com

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Tony Kai Director of Operations

Tony Kai Director of Operations

Tony is the firm's Director of Operations, responsible for providing operational support to all Liberty Group's agents and Associates. Tony works closely with Liberty Group's CCO to support management reporting and operations needs. He loves having the opportunity to help clients plan their financial futures and retirements and enjoys the office team spirit and collaboration.

Tony earned an information systems management degree from San Jose State University. He is securities-licensed and holds California Accident and Health and Life-Only insurance licenses (CA Ins. License #0F16952).

Born in Hong Kong, Tony came to the United States when he was 16. He is passionate about cooking and fishing and loves researching new recipes and testing them out. He also enjoys fishing because it teaches him patience. Spending time with his dog is another favorite pastime.

Phone: 888.588.5818
Fax: 510.658.1886
www.LibertyGroupLLC.com

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Noni Galloway Associate, Human Resources

Noni Galloway Associate, Human Resources

Noni Galloway is an Associate, Human Resources at Liberty Group. Her duties include completing daily human resources tasks, such as hiring and interviewing staff, answering benefits and policy questions, creating and managing company policies, and managing employee relations. Noni is passionate about advocating for employees and building strong relationships between management and their teams. Her areas of expertise are onboarding, leave of absence, and project management.

Before working at Liberty Group, Noni graduated from Southern New Hampshire University with a Bachelor of Arts in Psychology/Forensic Psychology and a Master of Business Administration with a concentration in Human Resources. Her work history includes working as a Community Organizer at Parent Voices Oakland; HR Generalist at Gensler; HR Specialist/HR Senior Analyst IV at Kaiser Permanente; and Legal Assistant/Intern Manager at the Law Offices of John L. Burris.

In addition, Noni is a Board Member of BANANAS, Inc. and a Chair-Elect of the Alameda County Early Care & Education Planning Council. She is also a Certified Professional (SHRM-CP) from The Society for Human Resource Management, holds a Paralegal Studies Certificate from Cal State East Bay, and is a recipient of the 2019 Achievers Award from Kaiser Permanente.

A proud third generation Oaklander, Noni currently resides in Alameda, CA. During her free time, she loves reading and spending time with friends and family.

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Stephanie Erives Associate, Administration

Stephanie Erives Associate, Administration

Stephanie is an Associate, Administration at Liberty Group. Her duties consist of greeting clients, as well as performing day-to-day operations and maintaining the front office. Stephanie is passionate about helping people and always aims to provide the best customer service possible. Her favorite part about working at Liberty Group is the culture and the familial atmosphere that the team provides.

Stephanie attended Mt. San Antonio College for business and accounting. After two years, she transferred to Cal State Northridge for Marketing. Stephanie began her career at Tao Group in Las Vegas, where her duties consisted of customer service and sales. During her 8 years at Tao Group, the company was awarded for being the number one hospitality group in the world. In 2020, Stephanie joined the team at Details Details, a premier full-service event planning and design company that specializes in distinctive weddings, lavish events, and corporate functions. She decided to join the Liberty Group team because she felt the company’s culture and values aligned with her own.

Though she was born and raised in California, Stephanie moved to Nevada for work. After 8 years in Nevada, she returned to Newport Beach to be closer to family, and—of course—for the beautiful weather. When Stephanie isn’t at the office, she enjoys traveling, trying new restaurants, attending sporting events, and taking cycling and boxing classes. Stephanie’s favorite thing to do? She loves spending quality time with her family. Her parents have been married for over 38 years, and she has two younger sisters. Fun fact: they love dogs!

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Rebecca Hoover Administrative Assistant

Rebecca Hoover Administrative Assistant

Rebecca has deep administrative experience in the technology, medical, and financial planning sectors. Her empathy, focus, and meticulous eye for detail enable MFA to provide a truly efficient and seamless customer service experience.

Rebecca has dedicated her career to channeling her skills and experience to benefit her colleagues and their clients. Her geniality, discretion, and professionalism embody the best of the MFA values.

Outside of the office, Rebecca and her partner Matt enjoy traveling to far-off lands, working in the garden, and socializing with friends. You won’t often see her without her faithful four-legged companion, Lilliputian, by her side. Rebecca is devoted to her family, and she travels to visit them as often as possible. Her daughter is her pride and joy. Love of reading, politics, and an interest in social justice and environmental issues round out her passions.

Additional details on Ms. Hoover can be found as follows: http://mfafinancialplanning.com/.

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Alida Newlin Associate, Administration

Alida Newlin Associate Administration

Alida is the Associate, Administration at Liberty Group. With over 25 years of experience in office administration, she plays a vital role in the smooth day-to-day operations of the firm. Alida is known for her dedication to creating a welcoming environment for clients and supporting her colleagues with her exceptional organizational skills and detail-oriented approach.

Alida’s professional journey includes significant roles such as Executive Assistant at Putney Financial Group for seven years and Administrative Assistant at Brentwood Development Group for over six years. Earlier in her career, she was recognized for her outstanding contributions as an online registrar while working at the Atlanta Board of Realtors, earning praise from her director as the best nationally.

Alida graduated as a Board-Certified Cosmetologist in 1970 and transitioned into administrative roles, where her passion for teamwork and problem-solving became evident. She has a deep interest in the stock market and enjoys observing the strategies wealth managers use to benefit their clients.

A resident of San Anselmo for the past nine years, Alida cherishes her time spent volunteering, hiking, and exploring interior design. She is proud of her family, which includes three successful children and three grandchildren.

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Jacob Johnson Associate, Salesforce Administration

Jacob Johnson Associate, Salesforce Administration

Jacob Johnson is an Associate, Salesforce Administration at Liberty Group. He is responsible for maintaining and optimizing the firm’s Salesforce environment, maintaining seamless user access management, data integrity, and process efficiency. With a strong background in financial services technology, Jacob is passionate about leveraging CRM systems to streamline operations and enhance client management.

Jacob graduated from California State University, Northridge, in 2020 with a bachelor’s degree in Communications. His career in the financial industry began at LPL Financial, where he guided advisors through various technology platforms, sparking his interest in CRM systems. He later joined a small wealth management firm, where he successfully implemented and enhanced Salesforce processes. His knowledge of CRM management and automation led him to Liberty Group, where he is excited to contribute to the firm’s growth while expanding his own skill set as a Salesforce professional.

Originally from Santa Clarita, Jacob recently relocated back to his hometown with his wife, Lauren, after briefly living in Pasadena. Outside of work, he enjoys watching TV shows, playing video games, and building mock databases as a hobby.

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Ashley Hernandez Office Manager

Ashley Hernandez Office Manager, Daniel D. Ross, CPA, A Professional Company

Ashley is the Office Manager at Daniel D. Ross, CPA, APC. In her role supporting both clients and advisors, she is dedicated to providing top-notch service and keeping operations running smoothly behind the scenes. Whether solving problems or staying organized, she focuses on making the process as seamless as possible for everyone.

Ashley has over 13 years of experience in administrative support, seven years in accounts receivable, and enjoys expanding her knowledge in all aspects of accounting and financial advisory services.

Originally from Las Vegas, Nevada, Ashley called Fair Oaks home for the past seven years where she and her family went on many adventures exploring the beautiful state of California. She has since settled down in Texas with her husband of 23 years, their two teenage sons, and their dog, Callie. She enjoys staying active, spending time in the great outdoors, watching her boys play football, and traveling.

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Marketing & Business Development

Phil Rontell Director of Business Development

Phil Rontell Director of Business Development

Phil is Liberty Group’s Director of Business Development. Business Development focuses on connecting prospective clients with the people and resources they need to support them on their financial journey. Phil joined us for the opportunity to help connect retirees and pre-retirees with the tools they need to prepare for retirement, and watching prospective clients go from feeling uncertain to more at ease about their financial future has been most rewarding. As a licensed real estate agent for almost a decade, Phil is now also helping our clients buy and sell their properties in a unique and comprehensive way.

Phil graduated from Saint Mary's College in California with a bachelor's in business administration focused on marketing. He previously worked in marketing and sales for various firms, including USLI, Berkshire Hathaway, Keller Williams Realty East Bay, and Young’s market.

Phil resides in Walnut Creek with his wife Gina and cat Stella. In his free time, he enjoys going to the gym, playing golf, cooking, and attending live stand-up comedy.

Phone: 888.588.5818
Fax: 510.658.1886
www.LibertyGroupLLC.com

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Lucas McNulty Associate, Business Development

Lucas McNulty Associate, Business Development

Lucas is an Associate, Business Development at Liberty Group. His job duties include managing prospective clients and helping match them with the right advisor tailored to their needs. Lucas enjoys working at Liberty Group because the support of the team creates a positive atmosphere.

As a graduate of UCLA, Lucas holds a B.A. in Political Science with a minor in Global Studies. Before joining the Business Development team, Lucas worked as a financial planning intern at Liberty Group. Inspired by his dad, Adam, who is a financial advisor, Lucas’ goal is to help people become better equipped to reach their financial goals.

A native of Oakland, California, Lucas enjoys exercising, traveling, finding new music (he’s currently jamming out to R&B and soul), and spending time with family and friends. His favorite place to travel is Taiwan, as he loves the culture and the opportunity to practice Mandarin. Lucas has an older brother, Aidan, who also graduated from UCLA, as well as a younger sister, Morgan, who is currently attending SDSU.

Phone: 888.588.5818
Fax: 510.658.1886
www.LibertyGroupLLC.com

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Dylan MannAssociate, Business Development

Dylan Mann Associate, Business Development

Dylan Mann is an Associate, Business Development at Liberty Group. His responsibilities include facilitating communication and coordination between potential clients and our team of financial professionals, as well as communicating with prospects and clients to determine their wants and needs and answering any questions they may have. Dylan also ensures everything is prepared for meetings.

In 2023, Dylan graduated from UC Davis with a major in Communication and a minor in Psychology. During his time in college, he had an internship with a digital marketing company called Blue Collar Digital.

One of Dylan’s favorite things about working at Liberty Group is the fact that it’s such a team-centered environment. Growing up as an athlete—and even going as far as to play Division 1 Water Polo—Dylan has been surrounded by team environments all his life, making his transition from sports to the Liberty Group team comfortable for him.

Dylan is a life-long resident of Walnut Creek, CA. He has a younger brother, Easton, as well as two loving parents, Susan and Steve. During his free time, Dylan enjoys spending time with family and friends, traveling, watching and playing sports, skiing, and watching TV.

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Zachary Ugarte Associate, Business Development

Zachary Ugarte Associate, Business Development

Zachary serves as an Associate, Business Development at Liberty Group, where he supports the Business Development team by assisting incoming clients seeking guidance in wealth management, tax preparation, and estate planning. Zachary’s favorite part of working at Liberty Group is the opportunity to collaborate with his coworkers and help clients manage their finances.

A graduate of Saint Mary’s College of California, Zachary earned his degree in Communication Media. Before joining Liberty Group, he gained valuable experience in tech sales as a Regional Account Manager for Cogent Communications. Additionally, he served as a Broadcast Associate for Saint Mary’s College Athletics, providing live commentary and directing cameras for televised sporting events.

Zachary’s journey into financial services was inspired by his father, a Vice President at Bank of Marin, who demonstrated the importance of supporting local businesses and individuals in their financial endeavors. This early exposure instilled in Zachary a deep appreciation for the role financial professionals play in their communities.

Born and raised in Marin County, Zachary currently resides in Moraga, California. When he’s not working, Zachary enjoys an active outdoor lifestyle, including snowboarding, surfing, dirt bike riding, hiking, and camping. He’s also passionate about giving back to the community through volunteer work at shelters and food banks.

As a third-generation Italian on his mother’s side and of Spanish-Filipino heritage on his father’s side, Zachary values his family’s rich cultural traditions. A fun fact about Zachary is that he is a former Division 1 college athlete, showcasing his dedication and drive both on and off the field.

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Nickolas BowersAssociate, Business Development

Nickolas Bowers Associate, Business Development

Nickolas Bowers is an Associate, Business Development at Liberty Group. His role involves connecting prospects and clients with the right people and resources to help them work toward their financial goals.

Nickolas graduated from Sacramento State University in 2024 with a bachelor’s degree in business finance. During his time at Sacramento State, he was a member of the Sigma Tau honors society, earned honors every semester, and actively participated in business networking events and guest-speaking seminars. He also holds a Health and Life insurance license.

Before joining Liberty Group, Nickolas gained experience in financial services as a Financial Sales Associate at Sierra Central Credit Union and later as a Financial Professional at New York Life. His passion for finance began in his early years, driven by a deep interest in economics and wealth growth. Throughout college, he recognized that many people struggle to understand how money works, inspiring him to pursue a career where he could help individuals and families navigate financial decisions with confidence.

Nickolas enjoys the opportunity to make a meaningful impact on clients’ lives, guiding them toward their financial aspirations and serving as a valuable resource for them and future generations.

Nickolas recently moved to Berkeley and is enjoying getting to know the Bay Area. Outside of work, he is passionate about health and fitness, snowboarding, and music. He also has a keen interest in photography and travel. Family has always been an essential part of his life, and he credits his parents for their unwavering support in his academic and professional journey.

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Amanda McFarlane
Director of Marketing

Amanda McFarlane Director of Marketing

Amanda is the Director of Marketing. She manages and executes the marketing strategy and initiatives across the company. Amanda loves the variety and autonomy to try new things and find new ways to be effective at her job, the firm's marketing, and her team. She is most passionate about innovation, process improvement/efficiency, client experience, collaboration, and effective marketing and business strategies.

Amanda graduated from the University of Iowa with a bachelor's in psychology and a minor in Spanish and human relations. She began her career in the medical field at BioLife Plasma Services, working in various roles for 11 years and then managing a plasma center in Iowa. Amanda then ventured into food and media, working for Martha Stewart, Real Simple, and Cuisine at Home. Before joining Liberty Group, she worked in Athene's marketing department, her first foray into the financial services field. While marketing has always played a part in each role she's held, she didn't enter the field full-time until about seven years ago.

An Iowa native and resident of the Des Moines, Iowa metro, she has two dog children, Oliver and Birdie, a part-time custody arrangement with her dog nephew, Enzo, plus a very large extended family (her mom has 11 brothers and sisters!). She loves spending time with her family, especially her niece and two nephews. Amanda enjoys a good binge-watching session of shows/movies, cooking, baking, eating in general, spending time with her dogs and human nephew, and reading. Every year, she sets a goal of reading a book a week to total 52 in a year—and finally achieved it in 2022! In addition, she has a food blog, where she develops and writes recipes and styles and photographs food and collects cookbooks… of which she has way too many—or not enough, depending on who you ask!

Phone: 888.588.5818
Fax: 510.658.1886
www.LibertyGroupLLC.com

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Kevin RenferSenior Associate, Marketing

Kevin Renfer Senior Associate, Marketing

Kevin is the Senior Associate, Marketing for David Hollander's "Protect Your Assets" radio show and podcast. Kevin has always been interested in music and recording and felt radio was the best avenue to explore the two industries. He is passionate about audio engineering and production and appreciates that the Liberty Group "feels like a family."

Kevin graduated from the Broadcast and Electronic Communication Arts program at San Francisco State University and is a resident of Walnut Creek, where he loves to cook, enjoy wine tastings, be outdoors, make music, and woodworking.

Phone: 888.588.5818
Fax: 510.658.1886
www.LibertyGroupLLC.com

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Marissa BarnhillSenior Associate, Marketing

Marissa Barnhill Senior Associate, Marketing

Marissa is a Senior Associate, Marketing at Liberty Group. Her job duties include strategizing and producing content for social media as well as creating various other marketing materials for the company. Marissa loves working in the collaborative environment with the marketing team at Liberty Group and enjoys drawing inspiration from her digital marketing experience for the team’s overall content marketing strategy.

Marissa graduated from Coastal Carolina University in 2014 with a bachelor’s in English and a bachelor’s in communication with a minor in Spanish. She began her career as a Content Specialist, writing blog posts and creating videos for the largest independently owned tourism website for Myrtle Beach. After almost 5 years in that role, Marissa joined a team at a full-service digital marketing company where she performed an array of duties including copywriting for websites, blog posts, and other marketing materials; inbound marketing strategy; social media content creation; video editing; script writing; SEO; and more. During her time in both roles, Marissa also worked closely with the Embassy of Kazakhstan to create content to educate the American public about the history and culture of the country of Kazakhstan.

Born and raised in Hamilton, New Jersey, Marissa moved to Myrtle Beach, South Carolina in 2006, where she currently resides with her husband, Jordan, and their two pugs, Pepperoni and Boo. During her free time, Marissa enjoys studying herbalism, making custom herbal tea blends, writing, reading, gardening, photography, going to the beach, playing mini golf with her parents, going to concerts, watching movies, cooking, and spending time with family and friends.

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Ponce GarciaAssociate, Marketing

Ponce Garcia Associate, Marketing

Ponce Garcia is an Associate, Marketing at Liberty Group. His responsibilities include planning and coordinating events such as seminars, webinars, and client appreciation gatherings. Ponce also supports multi-channel marketing campaigns—including email, social media, and digital ads—and creates engaging, brand-aligned content for blogs, newsletters, podcasts, and internal communications. Additionally, he manages databases, provides administrative support, and assists with various marketing projects.

He holds a UX/UI certification from UC Berkeley Extension (2024) and has studied film at Santa Barbara City College and Santa Rosa Junior College. His professional credentials include an SEO Certification from HubSpot Academy, Google Ads Search & Measurement Certifications, Meta Certified Digital Marketing Associate, and Local SEO Certification from SEMrush.

Ponce has worked in digital marketing roles at organizations such as Love Is The Answer (LITA) and BCG Academy, where he developed SEO strategies and achieved notable successes, including a viral TikTok campaign with 4.6 million views and ranking BCG Academy #1 on Google for key search terms. His background also includes roles as a content creator, social media marketer, and e-commerce specialist, where he honed his skills in performance marketing and user-centered design.

Originally from Novato, California, Ponce now resides in Huntington Beach, CA, where he has lived for six months. Outside of work, he enjoys exploring nature, skating, playing video games, and creating motivational content that inspires others to achieve their goals. A passionate storyteller and problem solver, Ponce is dedicated to blending creativity and strategy to make a meaningful impact through marketing at Liberty Group.

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Jennifer RualoAssociate, Marketing

Jennifer Rualo Associate, Marketing

Jennifer is an Associate, Marketing at Liberty Group, where she plays a key role in the firm’s marketing efforts. Her responsibilities include managing internal communications such as newsletters and the brand guide, overseeing social media, webinars, and podcast production, and supporting educational events. She also assists with post-event tasks and updates to the firm’s content.

Jennifer graduated from UC Berkeley with a Bachelor of Arts. Before joining Liberty Group, she worked in various design roles, assistant positions, and property management. Her passion for creating meaningful content and connecting with people led her to pursue a career in marketing, where she builds strategies and delivers impactful messages.

Born and raised in the East Bay Area, Jennifer continues to live there today. Outside the office, she enjoys being in nature, making art, spending time with her cat, and traveling.

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Hollander and Hollander Law

Sheila Hollander, Esq.Partner Attorney

Sheila Hollander, Esq. Partner Attorney

Sheila Hollander began working for herself in 1998. Since that time, Sheila has been involved in various kinds of civil litigation as well as estate planning. Prior to 1998, Ms. Hollander worked as an associate for Gordon & Rees in San Francisco practicing general civil litigation, including insurance defense, asbestos litigation, and breast implant litigation. Before coming to Gordon & Rees, Sheila worked in several firms in southern California specializing in personal injury. While in law school, she also worked for the Los Angeles Public Defender’s Office, Appellate Division and studied law abroad in Paris, France.

Ms. Hollander received her undergraduate degree from the University of California, Berkeley in 1990. She obtained her Juris Doctor from Loyola Law School in Los Angeles in 1993.

Sheila is a member of the State Bar of California. While not practicing law, Sheila enjoys time with her two daughters, hiking/running, cooking, and traveling. She is a passionate advocate for women’s rights and an environmentalist committed to fighting global warming.

Phone: 888.588.5818
Fax: 510.658.1886
www.LibertyGroupLLC.com

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Ethan D. Feffer, Esq. Of Counsel

Ethan D. Feffer, Esq.Of Counsel

Ethan Feffer has been a business lawyer in California for over 25 years and has handled over $10 billion in corporate acquisitions, public offerings, and private equity transactions.

Ethan practiced for 20 years at international law firms, Pillsbury Winthrop and Sheppard Mullin. He represented public and private companies in M&A and financing transactions, and venture capital firms in their investment activities. Since 2014, Ethan has served as general outside counsel to several southern California companies, where he advises them on corporate transactions, as well as day-to-day legal matters. Ethan also specializes in representing entrepreneurs who are selling their business to corporate and private equity buyers. He is committed to getting transactions done promptly and minimizing expense and risk.

Ethan is based in Newport Beach. He serves on the board of www.surefire.com, a 40-year old Orange County company that manufactures patented products for specialized military and police applications.

Ethan was selected to “Law Dragon 3000,” a client survey that identified the top 1% of U.S. lawyers. He co-authored the chapter in California’s Continuing Education of the Bar practitioner’s guide entitled, How to Draft and Negotiate Private Equity and Venture Capital Transactions.

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Andrew Haskett, Esq.Of Counsel

Andrew Haskett, Esq. Of Counsel

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Breanne Savage Paralegal

Bree Savage Paralegal

Bree Savage is a paralegal and notary at the Law Offices of Hollander & Hollander, part of Liberty Group. Her duties include assisting attorney Thomas Binetter with client communications, drafting estate plans, filing documents with the court, and other administrative duties. Coming from a background in hospitality, Bree is passionate about providing customer service and creating tailored experiences for each client.

Before finding herself in a paralegal role at Hollander & Hollander, Bree graduated with bachelor’s in philosophy from the University of Guelph in Canada. She also holds a paralegal certification through UC Berkeley’s Extension Program and is a Notary Public.

While Bree has always had an interest in law and took the LSAT after completing her undergraduate degree, she decided to spend a few years travelling. Since then, she’s worked in cafes and restaurants (including Oakland’s Petit Café from 2021-2022), providing her with expertise in the hospitality field. While she loved working in hospitality, Bree decided she was ready for more of a challenge and decided to further her education to become a paralegal.

Originally from Canada, Bree currently resides in downtown Oakland. She loves the vibrant city life and the ever-changing scene of restaurants and businesses in the area. In her free time, she enjoys taking her dog, Haplo, for long walks and playing fetch in the park. She also loves cooking and baking. On a quiet night, you’ll find her listening to jazz in the kitchen with a glass of wine, trying out a new recipe. While she has made Oakland her new home, she still tries to make it back to Toronto every few years to see her friends and family.

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Caissa Mingione Legal Assistant

Caissa MingioneLegal Assistant

Caissa is a paralegal and legal assistant at the Law Offices of Hollander & Hollander, part of Liberty Group. Her duties include creating drafts, communicating with clients, reviewing documents, and calendaring. Caissa is very passionate about reading, researching, learning new things, and helping others.

Before joining the team at Hollander & Hollander, Caissa obtained a Law degree from FUMEC University in Brazil in 2018. She is also the holder of a paralegal certificate that she received from UC Davis in 2023.

Caissa is a Brazilian licensed attorney and is bilingual in Portuguese and English. In the past, she worked for different companies in Brazil, including the Labor Court, Electrical Court, and a few law offices. She eventually moved to the United States to improve her English and start a new chapter of her life.

Currently residing in Campbell, CA, Caissa enjoys reading novels as well as trying new exercises and activities during her time off. She also loves traveling to new places and seeking out new adventures.

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Romina LijavetzkyLaw Assistant

Romina LijavetzkyLaw Assistant

Romina is a Law Assistant at Liberty Tax Planners and a Law Assistant at Hollander & Hollander Law. She supports both teams by assisting with tax planning and legal matters, working closely with clients to help them navigate complex situations. Romina values the professionalism and client care at Liberty Group and appreciates the opportunity to contribute her diverse background to the firm’s client-focused approach.

Romina graduated from the University of Buenos Aires in Argentina with a degree in Sociology and recently earned her law degree. With over a decade of experience as a Sociologist, she brings a unique perspective to her work. In addition to her roles at Liberty Group, Romina is a professor at the University of Buenos Aires, where she teaches "Society and State," and serves as an advisor at the Legislature of Buenos Aires City, specializing in human rights.

Originally from Buenos Aires, Argentina, Romina currently resides there with her girlfriend, Vicky, and their cat, Pedro. In her free time, she enjoys surfing, hiking, playing soccer, and reading. She is fluent in Spanish and English and speaks a bit of French.

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Liberty Tax Planners

Natasha Fischl Associate, Tax

Natasha FischlAssociate, Tax

Natasha is a Tax Professional and joined Liberty Group with the advent of Liberty Tax Planners. She specializes in tax planning, tax analysis, and retirement tax planning. She brings many years of experience in tax and accounting for individuals, partnerships, corporations, estates, and trusts. She also has years of governmental tax experience combined with individual and business entities' taxation and accounting.

She has a BA degree in Human Relations and Business from the University of Rzeszow, Poland. She is a distinguished Senior Tax Analyst and Master Tax Advisor. She has worked with many small business tax groups over several years, including in Poland. In 2020, she was chosen from thousands of tax professionals to partake in the IRS Taxpayer Compliance Burden Survey that benefits millions of taxpayers.

Taxes and accounting were very important in her life as her father worked in the governmental field of taxation and her mother in accounting.

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Romina Lijavetzky Tax Assistant

Romina LijavetzkyTax Assistant

Romina is a Tax Assistant at Liberty Tax Planners and a Law Assistant at Hollander & Hollander Law. She supports both teams by assisting with tax planning and legal matters, working closely with clients to help them navigate complex situations. Romina values the professionalism and client care at Liberty Group and appreciates the opportunity to contribute her diverse background to the firm’s client-focused approach.

Romina graduated from the University of Buenos Aires in Argentina with a degree in Sociology and recently earned her law degree. With over a decade of experience as a Sociologist, she brings a unique perspective to her work. In addition to her roles at Liberty Group, Romina is a professor at the University of Buenos Aires, where she teaches "Society and State," and serves as an advisor at the Legislature of Buenos Aires City, specializing in human rights.

Originally from Buenos Aires, Argentina, Romina currently resides there with her girlfriend, Vicky, and their cat, Pedro. In her free time, she enjoys surfing, hiking, playing soccer, and reading. She is fluent in Spanish and English and speaks a bit of French.

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Lifetime Planning Marketing

Kimberly LayneDirector of Insurance Services

Kimberly Layne
Director of Insurance Services

Kimberly is Director of Insurance Services of Lifetime Planning Marketing and works directly with Liberty Group. Her duties include developing and growing the fixed insurance portion of the company and managing business for life insurance, annuities, and long-term care.

After graduating from UC Davis in 2000 with a Bachelor of Science degree in Plant Biology, Kimberly worked in the commercial floriculture industry for 10 years. She transitioned to the insurance industry when she decided to start a family. Before joining the Liberty Group team, Kimberly worked as the Internal Wholesaler for Northern California with Midland National Life Insurance, as well as a Pending Business Specialist with McNeil Financial Services. She states that working with advisors on case design and applications has proven to be very similar to the management logistics of a large-scale greenhouse operation.

Kimberly is most passionate about helping parents build a strong financial future for themselves, so they can teach financial literacy to their children and work toward building generational wealth.

Born and raised in the East Bay, Kimberly has lived in Benicia, CA for five years. She has been married to her high school sweetheart for 21 years, and they have two boys who are 14 and 10. They're also parents to a sweet cat named Kiwi, who they adopted during the pandemic.

Kimberly loves flowers, and always has a vase or two of flowers from her garden throughout her home. She has a year-round veggie garden that her kids and husband help her with. Her family loves taking weekend day trips to new areas to go on foodie adventures.

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Our Locations

Oakland

411 30^th Street, Second Floor, Oakland, CA 94609

510-658-1880

Newport Beach

4675 MacArthur Court, Suite 590, Newport Beach, CA 92660

949-504-8673

Larkspur

485 Magnolia Ave, Larkspur, CA 94939

415-229-9002

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