Partnervest Financial Group

Marcenia A. Mask

mary-lyn — Mon, 20 Jun 2011 19:52:02 +0000

President
Wagner-Mask Financial Group, Inc.

“Growing money is no mystery,” says Marcenia Mask “It’s no different than eating. It takes both to nurture body and soul.” After years of work with Wagner-Mask’s financial team, hundreds of clients enjoy a comfortable retirement. “Their comfort,” says Marcenia “is due to financial education. It has the power to clarify, stabilize and put an end to confusion.”

With Rick Wagner’s tutelage, Marcenia’s own retirement planning education began in 1986 and never stopped. “I teach classes and associate with the finest minds in this industry,” says Mask, the Managing Partner at Wagner-Mask. “Nearly every day I read books, collaborate with financial professionals and review portfolios. When I have knowledge, I make sure all my clients have it too.” In her experience, “When everyone understands what’s possible, it’s easier to plan a successful retirement.”

At home, Marcenia and Rick (now retired, he’s the ‘W’ in Wagner-Mask) cook and entertain. A 40 acre ranch set near the Sierra foothills, home overlooks a bass-stocked pond graced with a lovely fountain and rowboats. Marcenia enjoys bocce ball, tennis, dancing and the couple’s Oktoberfest. Clients and extended family join them annually for food, fellowship and a little croquet or badminton. Before a work week begins, the ranch – with ostrich antics and the calls of peacocks and macaws in the air – is a world away for Marcenia.

Marcenia A. Mask
3050 Citrus Circle, Ste. 207
Walnut Creek, CA 94598-2628
Ph: 925-256-9028
Fax: 877-509-5381
mmask@partnervest.com

Carol L. Fishburn, CFP®

mary-lyn — Wed, 01 Jun 2011 17:47:26 +0000

Confidence in Your Future

Brentwood Advisory Group LLC
Managing Member (since July 2000)

Carol Fishburn CFP® has a unique background that brings together expertise in investments, real estate, insurance, banking, lending and other financial services. With this knowledge and experience, she is able to guide and advise clients as they evaluate and plan for their financial future.

Carol brings over thirty years in professional experience in the financial services industry of which over 15 years was directly in the investments and securities field. She has completed the Certified Financial Planning program from the College of Financial Planning and subsequently was awarded the CFP® designation. Carol also has a Masters of Business Administration with an emphasis in finance from California State University, Sacramento.

Carol’s professional experience includes over two years with City National Bank in their trust department, City National Investments, as a Vice President of Investments. She spent over seven years as a Vice President with Great Western Financial Securities managing several departments within their broker/dealer and mutual fund companies. Prior to Great Western, Carol was a Senior Vice President at Glendale Federal Bank (GlenFed). During her 17 year tenure, she held various positions of increasing responsibilities in management, lending and financial services. While at GlenFed, Carol served on the Board of Directors of GlenFed Brokerage Services and GlenFed Insurance Agencies.

Carol L. Fishburn, CFP^®
Brentwood Advisory Group, LLC
11812 San Vicente Boulevard, Suite 200
Los Angeles, CA 90049
(310) 826-2261

La Canada Office: 818-425-7105
Fax (310) 820-5354
email: cfishburn@brentwoodmgmt.com
http://www.brentwoodadvisorygroup.com

Michael W. Lagos, CFP®

mary-lyn — Wed, 01 Jun 2011 17:11:09 +0000

International Wealth Management Inc.
President & Chief Executive Officer

With over 20 years experience in the industry, Michael W. Lagos has been a driving force behind IWMI WEALTH ADVISORS’ success. Mr. Lagos graduated with a degree in Business Administration from California Polytechnic University, Pomona and earned his Certified Financial Planner^® designation. Mr. Lagos is a Registered Principal of Centaurus Financial, Inc. and a specialist in Financial, Estate, and Asset Protection Planning. Mr. Lagos enjoys sharing his enthusiasm about the outdoors with his family, friends and clients. He has practiced martial arts since the age of 13 and still enjoys teaching his two children the discipline. As the leader and visionary of our firm; Mr. Lagos has developed a unique consultative approach to financial planning and investment management.

International Wealth Management Inc.
21671 Gateway Center Dr. Ste 209
Diamond Bar, CA 91765
714-940-0888 x122 / 866-444-IWMI
714-940-0889 (fax)
email: mlagos@iwmi.biz
www.iwmi.biz

Marc Frankel

mary-lyn — Thu, 19 May 2011 18:36:51 +0000

TWC Capital Management

Marc is an Independent Advisor with Partnervest Advisory Services, LLC., and through this affiliation Marc established TWC Capital Management as a subsidiary of TWC Sports Management. He began his career in the financial services industry as an equity trader in 1997. His career moved into individual financial planning starting with a wire houses, regional firm and now as an independent advisor.

Marc has focused his business on the sports and entertainment industry. His emphasis is on custom investment strategies that take into account his clients rapidly changing needs throughout their investment lives. Each client is treated as an individual and never placed into one solution. Marc assists each client with all their planning needs. It starts with an individual Investment Policy guideline developed at the beginning of each client relationship ,and reviewed on a regular basis.

Marc firmly believes that individuals and their families deserve a deeper approach to their wealth management. Particularly during periods of transition, or rocky market conditions, clients need help to successfully navigate what is truly important in their lives.

Additionally, Marc’s legal background is invaluable for setting-up, executing and maintaining retirement plans for small to mid size companies. Marc helps companies recognize and solve liability issues that are inherent in every retirement plan. Marc works with companies and their individual participants to develop investment strategies with long-term goals for both the company and each participant..

In February 2010 Marc moved to a fee-based model and established TWC Capital Management through his affiliation with Partnervest Advisory Services, LLC. Partnervest is a full service advisory firm who handles his back office operations, compliance and investment management needs. This allows Marc to do what he does best, focus his time on managing client relationships and growing his practice.

Marc Frankel
TWC Capital
16133 Ventura Blvd. 7th Floor
Encino, CA 91436
818-459-6636
marc@twccapital.com

Covenant Wealth Advisors, LLC

mary-lyn — Tue, 27 Apr 2010 21:17:52 +0000

Kevin, Chip and Nick have been owners of Covenant Wealth Advisors, LLC since 03/05/2009 which is a successor business to Vestal Financial Services Group, LLC established in 10/2004.

Each were members/owners of Stone House Wealth Management, LLC from 06/2007 to 03/2009.

They each earned the well respected title of Retirement Planning Specialist from The Wharton School of Business at the University of Pennsylvania in January of 2007.

Kevin O. Ekstrom, CFP® Date of Birth: 04/10/1960

Kevin served as a Registered Representative of AXA Advisors (formerly The Equitable) from 4/96 through 5/07. He earned an Associate’s degree in Engineering Science from Broome Community College, a Bachelor’s degree in Mechanical Engineering from Clarkson University and the prestigious CERTIFIED FINANCIAL PLANNER™ mark.

Ronald “Chip” Williamson, CFP®, Esq. Date of Birth: 04/23/1967

Chip served as a Registered Representative of AXA Advisors (formerly The Equitable) from 5/02 through 5/07. From 4/98 to 5/02, Chip worked for Pyramid Business Systems, Inc. as an Operations/Project Manager. He was also Director of Marketing & Vice-President for Team World, Inc. from 10/95 to 1/98. Chip earned a Master’s Degree in Nutrition from Syracuse University, a Juris Doctor from Syracuse University, a Bachelor’s degree in Psychology and a Bachelor’s degree in Finance, both from the State University of New York at Binghamton. He also earned the prestigious CERTIFIED FINANCIAL PLANNER™ mark.

Nicholas P. Millard, ChFC, CLU Date of Birth: 02/13/1965

Nicholas served as a Registered Representative of AXA Advisors (formerly The Equitable) from 9/86 to 5/07. Nick has earned an Associates Degree in Marketing from Broome Community College, Binghamton, NY. During his career, Nicholas has earned the industry designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from the American College, Bryn Mawr, PA.

In addition to the investment advisory services on behalf of PAS, CWA may also provide services consisting of commissionable insurance products which are related to the implementation of their financial advice. The provision of these other services accounts for approximately 20% of their time.

Covenant Wealth Advisors, LLC
3439 Vestal Parkway East
Vestal, NY 13850
www.webCWA.com

Tony Purpero

admin — Mon, 12 Apr 2010 01:50:53 +0000

PS WEALTH MANAGEMENT GROUP
PARTNERVEST ADVISORY SERVICES LLC

Mr. Anthony (Tony) Purpero is a senior financial advisor with more than 30 years experience in the investment and wealth management services. He is cofounder of PS Wealth Management Group, which provides comprehensive, client tailored, wealth planning for business owners, professionals, and individual clients. His key objectives are to minimize your risk, preservation of your principal, and to provide you with peace of mind while growing your assets.

As part of the Partnervest philosophy he utilizes a team of specialists including CPA’s, estate and tax attorneys, trust advisors, insurance and other specialists to focus on and place the needs of his clients concerns above everything else. He views every client relationship as a partnership, striving for excellence for all of his client’s needs and goals. He is committed to providing peace of mind for you by guiding your investment choices, to reach your financial goals, best suited for your individual needs. He feels it is necessary to educate each client in an effort to help them understand the financial decisions they make and what is important for their individual goals in life. This requires focusing on a long term vision rather than a short term gain.

He is committed to offering excellent value and service to each of you, minimizing your risk; preserve your principal, protecting the assets you worked so hard to earn.

Tony earned his B.S. Degree from the University of Utah, where he played intercollegiate football. He completed a teaching certificate at Southern Oregon University and received a Senior Portfolio Management Diploma from the Consulting Group University in New York. Tony was a Senior Vice President and Senior Portfolio Manager with Smith Barney and Shearson Lehman for more than 20 years.

Professional Licenses:

Investment Advisor Law Examination (Series 65), General and Variable Securities Representative (Series 7), the Uniform Sate Law Examination (Series 63), Registered Commodity Representative Certificate (Series 3), Long Term Care, California Insurance License: Life, Health, Fixed and Variable Annuity.

Personal:

Tony, who grew up in Southern California, relocated his practice from Oregon to Santa Barbara in 2003. Tony and his wife, Sharon, live in Santa Barbara. They are very active in civic and charitable organizations in the community. While injuries prevent him from playing football after college Tony still maintains a rigorous fitness program.

The Granada Tower
1216 State Street, 3rd Floor
Santa Barbara, CA 93101
(805) 966-1266 ext 204
(805) 966-1299 Fax
(805) 680-8879 Cell
tpurpero@partnervest.com

Terri Main

admin — Mon, 12 Apr 2010 01:50:29 +0000

ChFC, CCPS, Financial Advisor

Terri Main has over 12 years of experience in the financial services arena. She served as director of operations for an advisory firm with over $100 million under management before deciding to get her designation as a Chartered Financial Consultant (ChFC) and focus on helping families plan and save for college.

Ms. Main received her Certified College Planning Specialist (CCPS) certification from the National Institute of Certified College Planners. This training provides specialized knowledge regarding savings options such as Section 529 plans, grants and scholarships, college loans, college admissions issues, education tax benefits, parent and child tax planning strategies, and cash flow planning.

As a ChFC and CCPS, Ms. Main can assist families with their college funding, retirement, and estate planning needs. Her experience as co-owner of The Main Company, Inc., a general contracting firm located in San Luis Obispo, has given her extensive insight into the issues facing small business owners. She is also licensed as a life and health insurance agent in the State of California.

Ms. Main graduated Summa Cum Laude in 1983 from the California State University Chico with a B.S. in Computer Science. Ms. Main serves on the board of the TEACh Foundation, a local non-profit dedicating to providing grant opportunities for teachers and program administrators within the San Luis Coastal Unified School District.

721 Greystone Place
San Luis Obispo, CA 93401
(805) 235-8499
(805) 541-5712 Fax
tmain@partnervest.com

Shannon Irwin

admin — Mon, 12 Apr 2010 01:49:43 +0000

7770 Telegraph Rd, Suite E-416
Ventura, CA 93004
(805) 647-7551
sirwin@partnervest.com

Rose Miles

admin — Mon, 12 Apr 2010 01:49:00 +0000

Independent Investment Consultant

Rose Miles began her investment career as a Financial Consultant with Merrill Lynch in Dallas, Texas in 1978. She transferred to Southern California in 1983 to assume the position of Senior Financial Consultant and Mutual Fund Product Manager in the Newport Beach office.

In 1986, Rose accepted the position of Vice President of Investments and Mutual Fund Product Manager in the Newport Beach office of Drexel Burnham Lambert. Since the sale of Drexel’s retail investment division in 1989, Rose has been providing independent portfolio management and financial consulting services for industry professionals and the investing public.

The need for experienced independent investment professionals to provide a maturing population with financial and retirement consulting services has created a growing demand for Ms. Miles’ expertise.

5000 Birch St., Suite 3000 West Tower
Newport Beach, California 92660
(949) 476-3710
(714) 931-3710
rmiles@partnervest.com

Ron Schley

admin — Mon, 12 Apr 2010 01:48:37 +0000

Ron’s goal in working with his clients is to help them gain ‘peace of mind’ concerning their financial affairs. He does this by developing strategies to minimize and defer taxes. He also identifies appropriate investment opportunities that will fit the client’s personal objectives and level of risk. Ron helps his senior clients’ maximize the inheritance for their heirs. He works with the family to assist them in managing their financial affairs so that their estate will be settled peacefully and economically when they are gone.

Ron entered the practice of comprehensive Financial Planning in 1992. He has earned a Degree in Business from the University of North Dakota and a Graduate Degree as a Chartered Financial Consultant from the American College. Having once been a Flight Instructor and Test Pilot, Ron still likes airplanes and flying. He also enjoys camping in the great outdoors with his family. Ron’s home and office are located in Hancock, Minnesota.

569 6th St.
Hancock, Minnesota 56244
(320) 392-5166
(320) 392-5165 Fax
(888) 296-6006 Toll-Free
rschley@partnervest.com