Featured Members

Katrina Soelter
Financial Advisor
I focus on long-term, big picture planning and strategy implementation for our clients. I grew up in Pasadena, CA, and completed my undergraduate education at UC Berkeley. Afterwards, I went on to teach elementary school through Teach for America, completing my master’s degree in reading education through Loyola Marymount University along the way. I changed careers to the financial services industry because I was looking for my vocation, not just a job. I realized my passion lie in helping people attain financial security and that I love learning and reading about the latest information in the personal finance field. I believe financial literacy and security is one of the most important foundations to being able to live your life the way you want to.

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Katrina Soelter
Financial Advisor
I focus on long-term, big picture planning and strategy implementation for our clients. I grew up in Pasadena, CA, and completed my undergraduate education at UC Berkeley. Afterwards, I went on to teach elementary school through Teach for America, completing my master’s degree in reading education through Loyola Marymount University along the way. I changed careers to the financial services industry because I was looking for my vocation, not just a job. I realized my passion lie in helping people attain financial security and that I love learning and reading about the latest information in the personal finance field. I believe financial literacy and security is one of the most important foundations to being able to live your life the way you want to.

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Ani Adjemian
Senior Counsel
Ani Adjemian focuses her practice on defending product liability and personal injury cases, specifically in the areas of environmental and toxic tort cases; defending product manufacturers, distributors, and suppliers in complex product liability cases involving medical devices, pharmaceutical drugs, nutritional supplements, and food products; defending property owners and contractors in premises liability cases; and defending and litigating various business, commercial, and general liability disputes. She handles matters ranging anywhere from single plaintiff matters to multi-party complex ones.

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Daniel Arias
Sales Manager
As a Sr. Mortgage Banker I provide consulting services for clients navigating through the home lending process. Together with my team of 3 Mortgage Banker Assistants, we provide service excellence by streamlining the home lending process, compartmentalizing it and walking our clients through each step one at a time. We provide client support through each step of the process with constant communication via email, phone, and text. As leader in the Mortgage Banking industry, our client’s best interest is never compromised and our commitment to integrity provides a solid lending platform for all of our clients to benefit from.

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Rob Boldt
Senior Vice President
Rob consults with for-profit and nonprofit businesses on ways to build benefit programs that are cost effective, and increase overall employee satisfaction. He helps clients to understand the latest industry trends in health care, compliance, and HR technology systems. He is also a true collaborator who believes in making work fun. Rob leverages his background in teaching and account management to provide meaningful experiences for his clients. He is also an experienced speaker and writer on topics related to business strategy, benefits, ACA compliance, and organizational behavior.

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Jonathan Drexler
Partner
Jonathan Drexler has been selected as one of California’s Super Lawyers Rising Stars for the last 6 years in a row. He has a proven set of skills that not only make him a successful attorney but also assist him every day in connecting with clients and strategizing on how to elicit the best possible results from his adversaries. Jonathan Drexler is driven by the philosophy of helping the underdog. He says, “We are dedicated to helping those who have suffered some terrible loss or injury put their lives back together.” Jonathan Drexler graduated from the University of Arizona with a major in Communication and a minor in Psychology. Jonathan then attended Southwestern Law School in Los Angeles.

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Josh Driskell
Partner
Joshua Driskell works with individuals and small businesses to resolve difficult tax and business issues. He loves to guide clients through difficult times and insure that they get the best result possible. He is a member of the Pasadena, Los Angeles County, and the California Bar Association. Mr. Driskell earned his juris doctor from the University of Toledo College of Law in 2011, where he was president of the American Bar Association-Law School Division and was a member, officer and coach for the University of Toledo’s Moot Court Team. For his dedication and involvement in the Moot Court program, Joshua was honored with membership in the National Order of the Barristers. Mr. Driskell is admitted to practice law in all California state courts, all Ohio state courts, and the United States District Court for the Central District of California, Northern District of Ohio and Western District of Michigan.

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MELISSA ESTRADA
Investment Advisor
At the end of my time, I want to feel like I’ve contributed to this world.
I joined the Marine Corps in 2002 and spent 6 years developing as a leader. It was ingrained in me to always work with integrity, and to take care of those you are responsible for. This has translated into my current position. When I detached from active duty in 2008, I went into the finance industry as a staff accountant. In 2012, after obtaining a degree in Finance, I accepted an offer as a Financial Advisor with Edward Jones. When I took this position, my immediate thought was the guidance and education I would be able to provide to those who typically do not have access to financial literacy. As I build my practice, I enjoy clients of all types. My favorite is the family or individual I can guide in understanding how to build wealth through a series of calculated decisions.
I am addicted to education and continued growth. So I spend any free time continuing my education and intend to obtain a M.S. in Economics by 2020. I am raising a wonderful son, and enjoy traveling with him and spending time laughing as much as we can.

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Jenna Glassock
Founder/Attorney
Jenna Glassock is a proud wife and mother from Los Angeles, California. She started law school at NYU School of Law, where she was a staff editor on the NYU Law Review and Vice President of the Law and Business Association. During her second year, after her mom was diagnosed with advanced cancer, she transferred to UCLA School of Law, where she completed her legal studies. She spent four years as an attorney at Latham & Watkins LLP in Los Angeles, specializing in complex commercial and bankruptcy litigation. She then pursued an MBA, graduating first in her class from the UCLA Anderson School of Management, where she focused on entrepreneurship.

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Laurie Hacking
Intuitive Business Coach
Laurie is called the Business Alchemist because she offers a unique blend of practical business strategies and intuitive clearing of clogged energies. She’ll help you clear old subconscious beliefs so your business is flowing and people are jumping up and down to work with you. Isn’t it time for you to leverage all the work and love you’ve invested in your business?

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Lee Harrison
Chief Operating Officer
Lee Harrison is COO and Acting Scout Executive, CEO of the Western Los Angeles County Council, BSA and has been responsible for the strategic development of the Council’s three camps Emerald Bay, Whitsett and Josepho that serves approximately 22,000 visitors a year. In addition to the camps Lee is responsible for all Customer Service and Service Centers, Risk Management and Insurance, along with IT. As CEO Lee’s goal is to ensure a net positive operating budget. No small task for an $8 million dollar not-for-profit.

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Eric Schirding
Account Executive
Eric enjoys problem solving and giving business owners and management teams an edge in risk management and business insurance. His specialties include Workers’ Comp & OSHA compliance for businesses that have a warehouse and forklift environment ~ manufacturers, distributors, & wholesalers, as well as being a gatekeeper of resources.

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