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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• Jenna Dillon

  Executive Performance Coach

  Jenna Dillon is an Executive Performance Coach committed to working with clients who are leaders, game changers and up to exploring what they’re capable of. Jenna creates a safe space where authenticity, vulnerability, and empowerment can live in accordance with each other.

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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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• Todd Goldman

  Senior Portfolio Manager

  Todd strives to foster close personal relationships with his clients so that he can better understand their needs and investment goals, and ultimately help bring clarity to their financial lives.

  Todd is able to provide a high level of service at Westmount by leveraging its access to unique and innovative investment opportunities, state-of-the-art planning tools, and portfolio solutions that are free of conflicts or bias.

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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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• Alexander Kasendorf

  Attorney at Law, Partner

  Alexander S. Kasendorf is a dynamic community leader and advocate who works tirelessly to achieve his clients’ goals. His practice focuses on litigation, dispute resolution, advocacy and lobbying. Alex’s broad involvement in the San Fernando Valley communities connects his clients with various organizations and individuals which can, at times, assist in efficiently accomplishing their goals.

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• Sam Lamb 

  Insurance Agent

  Sam Lamb is a third generation State Farm Agent with over 100 years combined experience in his family. His wife is the office manager as well, so it truly is and always will be a family business! 

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