Lara Donigian | Loan Officer

ROYAL PACIFIC FUNDING
LDONIGIAN@ROYALPACIFICFUNDING.COM | (818) 802-2333

About: Lara has been working in the home loan banking and mortgage broker industry for 20 years. She loves networking with other professionals. The best thing about her business is that she gets to help someone with their home loan financing. Lara helps them through the challenges and they get their needed refinance or they purchase a home.

Specialties: Lara’s specialty is tricky loans, self-employed borrowers and loan products that fall out of the box.

Quote: “Your beliefs become your thoughts, Your thoughts become your words, Your words become your actions, Your actions become your habits, Your habits become your values, Your values become your destiny.” - Mahatma Ghandi

Connect: Contact Lara at ldonigian@royalpacificfunding.com or at (818) 802-2333, or visit her website below!

MEMBER SINCE NOVEMBER 2018

Jenna Glassock | Founding Attorney

GLASSOCK law APC | WWW.JENNAGLASSOCK.COM
JENNA@JENNAGLASSOCK.COM | (323) 325-1022

About: After attending NYU and UCLA law schools, Jenna spent four years as a corporate litigator at Latham & Watkins LLP. She briefly left law to receive her MBA from UCLA Anderson School of Management, where she studied business and entrepreneurship and graduated first in her class. She then launched Glassock Law APC, an estate planning and trust administration law practice. Given her own emotionally painful experience with the probate system after her mom passed away, Jenna loves that she gets to spend her time helping others make important and difficult decisions in order to save their family time, money, and heartache down the road.

Specialties: Jenna specializes in designing and drafting trusts, wills, and incapacity documents for her clients. While she has worked with a diverse variety of individuals, the majority of her clients are parents and/or business owners.

Quote: “My mother told me to be a lady. And for her, that meant to be your own person, be independent.” - Ruth Bader Ginsburg

Connect: Contact Jenna at jenna@jennaglassock.com or at (323) 325-1022, or visit her website below!

MEMBER SINCE NOVEMBER 2018

Janice L. Miller, Esq. | Managing Partner

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About: Janice earned a BA from Temple University, her JD from Temple University of Law and an MBA from the University of Redlands and is the managing partner of Berke Miller Law Group, LLP. Prior to BMLG, Janice was the managing partner of the J. Miller Law Group, and before that was 20+ years with Universal entities as Vice President, Business Affairs for NBCUniversal’s℠ Universal Studios Hollywood® theme park and CityWalk® retail, dining and entertainment complex. During her tenure, Ms. Miller played an important role in both the business and legal side of the company’s billion dollar expansion. Ms. Miller’s area of responsibility covered a number of diverse legal areas, from licensing intellectual property in the theme park to real estate matters on CityWalk, to ride safety issues and legislation, to managing litigation to serving executive leadership as a strategic advisor on multi-million dollar business deals including corporate sponsorships.

Before joining NBCUniversal, Ms. Miller developed a well-earned reputation as a leader in entertainment, real estate and intellectual property business affairs at Walt Disney Imagineering®, Sega GameWorks® and MCA Recreations Services®. Ms. Miller started her legal career in entertainment litigation representing celebrities from the television, movies, and music industries.

While at Universal, Ms. Miller sat on the Board of Directors of the California Attractions & Parks Association, which the firm now represents. She is a noted speaker and panelist at conferences attending to matters on entertainment-based venue business affairs, theme park legislation, intellectual and licensing property management and drones.

Specialties: Janice represents clients in the areas of business transactions from formation to wind-down, real estate leasing and negotiation, entertainment, intellectual property, licensing, hospitality and the emerging legal field of unmanned aerial systems (“Drones”).

Quote: “Yesterday is history, tomorrow is a mystery, today is a gift, which is why we call it the present.” - Bill Keane

Connect:
Contact Janice at jmiller@berkemiller.com or at (818) 591-4200, or visit her website below!

MEMBER SINCE NOVEMBER 2018

Kendyl Roundtree, CFP®, MBA | Junior Partner

SAGEMARK CONSULTING | LINCOLN FINANCIAL ADVISORS
ROUNDTREEFINANCIAL.COM
KENDYL.ROUNDTREE@LFG.COM | (818) 540-6916

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About: Kendyl L. Roundtree is a CERTIFIED FINANCIAL PLANNER™ practitioner in Westlake Village, California. She has spent her career helping those going through life transitions, such as divorcees, widows, retirees, and new parents, make the best decisions when it comes to their financial affairs. Her comprehensive, goal-based approach to financial planning helps to identify the unique concerns each client has, and to develop and implement personalized strategies toward reaching their short- and long-term financial goals. Her team of CERTIFIED FINANCIAL PLANNER™ professionals have been proudly serving the local community and many around the country for over 37 years.

Kendyl is a Chartered SRI Counselor™, specializing in sustainable, responsible, and impact investing (SRI). She provides her clients the opportunity to invest in a way that reflects their values surrounding environmental, social, and governance (ESG) issues.

Specialties:

  • Socially Responsible Investing

  • Investment Planning

  • Tax Reduction Strategies

  • Business Owner Planning

  • Estate Planning & Charitable Giving

  • Personal Risk Management & Insurance (Life, Disability, and Long-term care)

  • Cash Flow & Budgeting

Her goal-based approach to financial planning is to gather adequate and reliable financial information from her clients; to determine the client’s goals and objectives, time horizon, and risk tolerance; to analyze the information in order to develop a comprehensive financial plan for consideration; to educate her clients about financial planning alternatives; to implement strategies selected by the client; and to encourage periodic reviews of the financial plan. She believes a client should be both informed and involved in their financial affairs.

Kendyl is very passionate about helping her community and is a member of The Divorce Transition Professionals, the Founder of The W Source’s Calabasas chapter, and a financial consultant for Women’s Economic Ventures, where she helps local business owners with their finances so their businesses can thrive. When she is not helping her clients, Kendyl enjoys traveling, painting and spending time with friends and family.

Education: 

CERTIFIED FINANCIAL PLANNER™ certification program, California Lutheran University

Masters of Business Administration, Dispute Resolution, Pepperdine University

Masters of Science in Financial Planning, California Lutheran University, expected 2019

Chartered SRI Counselor™, College for Financial Planning

Bachelor of Fine Arts in Communication Studies, Honor of Magna Cum Laude, Loyola Marymount University

She also holds Series 7 and Series 66 securities registrations, and Life, Accident & Health Insurance license. Her background and experience provide Kendyl with a well-rounded perspective that is instrumental in helping her clients create personalized strategies to achieve their goals.

Quote: "If you feel rooted in your home and family, if you’re active in your community, there’s nothing more empowering. The best way to make a difference in the world is to start by making a difference in your own life.” – Julia Louis-Dreyfus

Connect: Contact Kendyl at Kendyl.Roundtree@lfg.com or at (818) 540-6916, or visit her website below!

MEMBER SINCE AUGUST 2018


Kendyl Roundtree is a registered representative of Lincoln Financial Advisors, a broker/dealer, member SIPC, and offers investment advisory service through Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. CRN-2222655-082418

Laura Stone | Partner

LGSH LLP | WWW.LGSHCPA.COM
LSTONE@LGSHCPA.COM | (818) 461-5242

About: Laura Stone, a partner at LGSH LLP, began her career with Ernst & Young LLP in the audit department. Laura then relocated abroad where she helped manage a hedge fund. Upon returning to the US, she joined a local accounting firm and became a partner three years later. In 2015, Laura merged her firm into LGSH LLP to be able to focus more on her clients’ needs and less on administrative duties.

Laura graduated from the University of California, Los Angeles with a bachelor’s degree in business economics and a minor in accounting. She has two daughters and loves music, attending concerts, traveling and spending time with her family.

Specialties: Laura has worked extensively in real estate and has both strategic and transactional knowledge in the industry. In addition, Laura has worked in the area of international tax reporting and has successfully reduced penalties for non-reporting of foreign accounts through the appeals process. Her clients range from small start-up businesses to major companies and high net worth individuals and she serves both tax and audit clients. Laura’s passion is helping clients develop strategies to mitigate tax and also to educate them about the tax law and accounting guidelines. Laura considers her long-term client base to be more than just clients, but friends as well.

Connect: Contact Laura at LStone@lgshcpa.com or at (818) 461-5242, or visit her website below!

MEMBER SINCE NOVEMBER 2018

Lisa R. Zonder | Attorney and Mediator

ZONDER FAMILY LAW GROUP | WWW.ZONDERFAMILYLAW.COM
LISA@ZONDERFAMILYLAW.COM | (805) 777-7740

About: Lisa is a certified family law specialist (“CFLS”), certified by the State Bar of California, Board of Legal Specialization. She has been a CFLS since 1999. As a divorce lawyer with over 25 years of legal experience (including experience with celebrity divorces), Lisa has served as a courtroom advocate for many divorcing clients. She previously worked for prestigious larger family law firms in Los Angeles including Trope and Trope. As a result of her experiences, Lisa has a comprehensive grasp of the numerous divorce process options that are available to her clients.

In addition to guiding clients through court, Lisa offers Collaborative Divorce and Mediation services. As a mediator and Collaborative Divorce attorney, Lisa works with families to make divorce transitions smoother, more civil and less costly, particularly through alternatives to the traditional court divorce process.

Lisa chose family because she has an interest in helping people resolve conflicts. As a trial lawyer, she understands that in some cases, there is no choice but to fight for one’s interests in the courtroom, ultimately leaving one’s fate in the hands of a judge who gets to “call the balls and strikes”.

As an attorney educator, Lisa volunteers her time as a lecturer for divorce education workshops in Southern California. Lisa takes pride on this role because she wants men and women to be fully informed about all available options for getting through divorce.

Strategic partnering with financial experts, divorce coaches, and business appraisers is especially important for high-net-worth clients, or other clients who are dealing with complex issues. Working as part of an integrated divorce team of professionals can be invaluable for select cases.

Ongoing legal education and mediation training is critical. Lisa has attended numerous American Academy of Matrimonial Lawyer seminars. She has also taken more than 210 hours of advanced mediation and Collaborative Divorce training at pre-eminent in situations including Pepperdine Straus Institute for Dispute Resolution in Malibu and the American Institute of Mediation and CDDT/CDI Collaborative Team Trainings.

Specialties: Zonder Family Law Group (ZFLG) is a niche family law boutique emphasizing out‐of‐court options. The firm was founded by Lisa Zonder, a 25 + year veteran attorney and a Certified Family Law Specialist (State Bar of California, Board of Legal Specialization) since 1999. Zonder Family Law Group offers numerous options to resolve divorce while keeping costs down, reducing frustration, and protecting client self‐respect. Options include traditional (court) divorce, mediated divorce, Collaborative Divorce, and private dispute resolution. ZFLG handles complex divorces involving business valuations. ZFLG has experience handling divorces for athletes, celebrities, physicians, lawyers, biotech execs, teachers, firefighters and stay at home parents as well as other hard working clients.

Quote: “Divorce can be one of the most devastating and overwhelming times in your life. Even just the idea of it. I know, because I've been there." Workshop host and presenter Lisa R. Zonder, CFLS of Zonder Family Law Group.

Connect: Contact Lisa at lisa@zonderfamilylaw.com or at (805) 777-7740, or visit her website www.zonderfamilylaw.com!

MEMBER SINCE JUNE 2019