Sarah Montoya | Financial Advisor


About: Sarah is a Financial Advisor and Partner within the Beverly Hills Millennium Group at Morgan Stanley. Motivated by the value of financial education, sound financial planning, and fiduciary responsibility, Sarah has built her career around empowering business-owners and families with tailored advice that breaks down the barriers to understanding their personal and/or corporate retirement finances. She provides each of her clients, beneficiaries, and plan participants with the opportunity to truly understand their financial picture by taking the time to educate and communicated on all aspects of their financial life.

Sarah began her career as a Financial Advisor at Merrill Lynch where she became registered on the NYSE, NASDAQ, and CBOE exchanges in 2011. She holds the Series 7 and Series 66 Licenses, and is a California Insurance Broker with the capacity also to bring multiple Cash Management and Lending Solutions to her clientele (CA Ins. Lic #0I22293, MNLS 872706).

Sarah currently serves as Chapter Head of The W Source™ Beverly Hills Chapter. She graduated from the University of San Diego with a Double-Degree in Economics and Political Science. She is a Pi Beta Phi Alumnus, as well as an active member of multiple non-profit organizations in the Southern California area. She is a certified Yoga Instructor, frequents California based car shows, and enjoys hiking, traveling, and football (Go Broncos!). Sarah and her husband, Carlos live in the Los Feliz area with their dog Baxter.

Specialties: Sarah has integrated Socially Responsible Investing through Morgan Stanley's Investing with Impact platform as an integral part of her business; ultimately to bring both retail and institutional clients the option of investing in accordance with their values and awareness to Environmental, Social, and Governance factors.

Sarah has utilized Morgan Stanley's vast array of resources through partnerships with some of the Industry's leading experts across the spectrum; including direct ongoing partnerships with a top Corporate Retirement Director - for her Institutional/Corporate Retirement Plan focus, a Private Banker, Morgan Stanley's Global Investment Committee (The GIC), and Global Investment Management Analysis (GIMA) group. She believes that with Morgan Stanley's Wealth Management-First structure, she is able to leverage best in class intellectual capital to provide her clients with unbiased and product agnostic advice across a wide universe of offerings and solutions - free of any conflict of interest.

Quote: "I attribute my success to this: I never gave or took any excuse." - Florence Nightingale

Connect: Contact Sarah at or at (310) 285-2621, or visit her website below!

Mackenzie Chambers | Outsourced CFO


About: Mackenzie is a CPA-turned-entrepreneur. She is the Managing Director of Square Root Financial, a firm that provides outsourced CFO and accounting services to high-growth companies.

Previously, Mackenzie was VP of Technology & Venture Banking at Grandpoint Bank where she sourced and structured venture financing deals between $500K and $3M, and, before Grandpoint, was a co-founder of wmbly, inc. a social platform for live and on-demand video content. Prior to becoming an entrepreneur, Mackenzie audited public and emerging growth companies at Deloitte.

Mackenzie has a B.A. from Claremont McKenna College, a Masters in Accounting and a Masters in Business Taxation from USC's Marshall School of Business.

Specialties: Mackenzie specializes in helping with high growth companies scale. Mackenzie and her team of accountants work with companies to help them with their monthly financials. manage their cash flow, establish systems and processes to scale and build models to help manage their growth.

Quote: "Alone we can do so little; together we can do so much." - Helen Keller

Connect: Contact Mackenzie at or at (213) 536-7312, or visit her website below!

Karly Steinberg | Sales Executive


About: Karly earned her Bachelor's Degree from the University of Arizona where she studied Journalism and Spanish. Karly has earned two daytime Emmy nominations for her work as a producer at TMZ. She began her insurance career working on personal lines for high net worth accounts and has extensive knowledge of the entertainment industry. Karly enjoys being able to think outside of the box to provide her clients with creative solutions to a wide range of insurance issues.

Specialties: Karly's strength and focus is providing insurance and risk management solutions to high-net worth individuals, executives, and celebrities. She focuses on high end  real estate and educating brokers on why it's important to have a relationship with an insurance broker you can trust. Karly understands the day-to-day urgency, complexity, and confidentiality issues that surround her clientele.

Quote: "Be who you are and say what you feel, because those who mind don't matter and those who matter don't mind." - Dr. Seuss

Connect: Contact Karly at or at (214) 477-8228, or visit her website below!

Rijon Charne | Attorney

RCHARNE@LEVATOLAW.COM | (469) 235-4009

About: Prior to joining LevatoLaw, Rijon worked as in-house counsel to a consumer goods company, where she strategized and negotiated contracts with major chain retailers, and advised on the company's intellectual property issues.

While attending the University of San Diego School of Law, Rijon was a semi-finalist in both the Civil Rights and Liberties Emory Moot Court Competition and Child Welfare and Adoption Law Capital Moot Court Competition.

Rijon loves that the law provides her the powerful opportunity to stand up and fight for someone when they really need the help, as it can dramatically and forever change the lives of her clients and their families.

Rijon grew up in Johannesburg, South Africa and immigrated to America when she was 14 years old. She loves to travel, has skydived, plays the piano, enjoys training her cockapoo, Kuna, and spending time with her family.

Specialties: Rijon Charne has a diverse litigation practice, focusing on business and real estate litigation, as well as PAGA violations. Rijon has experience in both state and federal courts in the areas of banking, securities, partnership disputes, business torts, contract disputes and class actions. She also has experience in title insurance law, property ownership disputes, and real estate fraud.

Quote: "You can't connect the dots looking forward; you can only connect them looking backwards. So you have to trust that the dots will somehow connect in your future." - Steve Jobs

Connect: Contact Rijon at or at (469) 235-4009, or visit her website below!

Alex Brunkhorst | Residential Real Estate Agent


About: Alex Brunkhorst is a graduate of Georgetown University, where she majored in Economics and graduated Cum Laude. Alex began her career in real estate in 2005 and is one of the top-producing agents in Los Angeles. She works for the luxury boutique firm The Agency, and has sold over $400 million high-end real estate on Los Angeles's Westside. She loves everything about her job: beautiful homes, the challenge of matchmaking buyers and sellers, and finding the dream house for her clients. Prior to her very successful career in real estate, Alex worked in corporate finance and was involved in structuring over $2 billion of corporate deals. She also worked in the entertainment industry for United Talent Agency. Alex has been featured in numerous publications and created one of the highest-trafficked personal real estate blogs. In addition, she has published two novels, The Mating Season (St. Martin's Press) and The Gilded Life of Matilda Duplaine (MIRA), and her novels have been translated into multiple languages. When she's not selling real estate or writing, Alex's hobbies include travel, reading, tennis and skiing.

Specialties: Alex works for the prestigious luxury real estate firm The Agency and is consistently one of the top-producing real estate agents in Los Angeles. Career highlights include two record sales over $10 million in the Malibu Colony, as well as many other deals $5 million plus range. In addition, Alex has received record sales prices in Pacific Palisades, Beverly Hills Post Office and Santa Monica. She is known for her client-centric approach and has represented many of Los Angeles's high net-worth individuals, writers, directors and entertainment industry professionals on their real estate purchases and sales.

Quote: "When one door of happiness closes, another opens; but often we look so long at the closed door that we do not see the one which has been opened for us." - Helen Keller

Connect: Contact Alex at or at (310) 310-7721, or visit her website below!