Melissa DeWeese | Employee Benefits Consultant

PMI SERVICES | WWW.LINKEDIN.COM/IN/MELISSASERENITY/ 
MELISSA@PMISERVICES.COM | (805) 680-6020

About: Leading the Ventura County Branch to bring exciting new and exclusive programs not typically available through other brokers. With nearly 15 years of experience in Employee Benefits, combined with her creative abilities, Melissa brings a unique advantage to her clients and colleagues.

Having earned her Associate of Arts degree at Ventura College and her Bachelor of Arts degree from the University of California Santa Barbara, Melissa is know for her outstanding ability to comprehend and communicate even the most complex benefit designs. Clients find her instructions and advice indispensable, while her focus, perseverance and tenacity are highly respected by her clients and colleagues alike.

Specialties: Melissa currently holds a Corporate Wellness Certificate as well as a Health Care Reform Specialist Certification. Melissa is passionate about spreading the message about Corporate Wellness plans and strategies. Her track record proves that she is truly an expert in this niche market of Corporate Wellness Planning.

Connect: Contact Melissa at melissa@pmiservices.com or (805) 680-6020 or visit her website below!

member since june 2018

Heather Frimmer | Attorney

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About: Heather earned a BA from the University of California, Santa Barbara and a JD from Southwestern University School of Law. She is the founder of the Law Office of Heather Frimmer and focuses her practice primarily on estate planning and trust administration. Before starting her own law practice, Heather worked as a litigator doing insurance defense and construction defect litigation for approximately 12 years. She most enjoys helping people understand complex legal principals and feel

comfortable navigating the legal process, especially when it comes to helping plan for the care of loved ones.

Heather is a proud mother, wife and daughter. After having twin boys she realized how important it is to plan for the future. She wants everyone to feel the peace of mind that comes with knowing your loved ones are taken care of should the worst happen.

Specialties: Heather specializes in designing and drafting estate plans, including trusts, wills, and power of attorney documents.

Quote: “[C]redibility is one of those things that are far easier to maintain than to repair.” Thomas Sowell

"Even if you are on the right track, you'll get run over if you just sit there!" - Will Rogers

Connect: Contact Heather at heather@hflawoffice.com or (818) 745-1755 or visit her website below!

MEMBER SINCE FEBRUARY 2019

Peaches Jensen | Mortgage Broker

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About: Peaches is known as "The Loan Whisperer" in her local community because she is able to close loans that stump other mortgage brokers and lenders.  Her specialty is working with Borrowers who may have complex income streams, credit challenges, multiple investment properties or may be seeking a particularly large loan amount.  Peaches has over 20 years of lending expertise.  She formed her mortgage brokerage in 1998 and has managed it successfully ever since. During that time, she

built a strong reputation as an outstanding mortgage professional serving the Residential and Commercial lending needs of individual borrowers, real estate professionals and builders throughout the state of California.

Specialties: Since over 90% of her business comes from referrals and repeat business, Peaches provides First-Class service – focusing only on what would best benefit her clients.  Aided by the superb relationships Peaches has maintained with her lenders and investors over many years, Peaches and her team make applying for a real estate loan a painless process.

Quote: “Success is not final, failure is not fatal: it is the courage to continue that counts.” - Winston S. Churchill

Connect: Contact Peaches at peaches@peachtree-financial.com or at (805) 777-8733, or visit her website below!

member since december 2017

Michele Leach | Financial Consultant

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About: Michele Leach is a Financial Advisor and owner of Financial Transition Partners.  She has a Bachelor of Arts degree from California State University, Northridge (CSUN) and earned her Master’s Degree from the University of California at Los Angeles (UCLA).  Michele spent nearly a decade serving at-risk populations as Director of Crisis Services for a private non-profit agency.  Recognizing the important role financial health plays in our overall well-being, Michele began serving clients in the Financial Services industry over 25 years ago.

Michele’s practice focuses on helping women address and solve their unique financial concerns. Michele combines her unique background in social services, financial services, and her experience as a female business owner to assist women in achieving financial success. Michele’s background provides additional expertise to assist divorced, widowed, and self-empowered women to understand and effectively manage their assets.  Her comprehensive wealth management approach works well with individuals and small business owners. Michele has taught seminars throughout Southern California including “The Life Stages of Financial Planning for Women.”

Michele is a Registered Representative and currently holds several securities licenses including the Series 7, 63, 31, and 24.  In addition, she has a California State Insurance license.  Securities and Advisory Service are offered through Sagepoint Financial.  She completed the Certified Financial Planner (CFP) Professional Education Program in 1997 and continues to keep up on current changes in the financial services industry through classes and educational seminars.

At Financial Transition Partners, Michele works with clients’ attorneys, accountants, and other professionals. We provide an all-encompassing financial program addressing issues that include wealth accumulation, wealth distribution, business succession planning, education funding, tax reduction, and estate planning.

Specialties: Michele focuses on helping her clients navigate transitional events such as divorce, widowhood, sale of a business, retirement, and inheritance.

Quote: "I focus on the 'Why?' How can I help a client develop a viable financial plan if neither of us is clear on the ultimate goal?"

Connect: Contact Michele at michele.leach@sagepointadvisor.com or (818) 704-0001, or visit her website below!

member since november 2017


2535 Townsgate Road, Suite 105, Westlake Village, CA 91361 | (818) 704-0001 | Securities and Advisory services offered through SagePoint Financial Inc., member FINRA/SIPC. Insurance services offered through Financial Transition Partners not affiliated with SagePoint Financial Inc. Additional services referenced are not provided by Sagepoint Financial. Listed Entities not affiliated.

Dina Mabry | Principal

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About: Dina graduated from LMU and worked in the pharmaceutical industry for many years prior to starting BGA Premier Insurance. Her knowledge on medical impairments is helpful when working with clients who have medical issues and need life/long term care insurance. She enjoys educating clients on the many uses of life insurance. The industry changes often so Dina's focus is to be a resource to other professionals like estate planning attorneys, CPAs, financial advisors, and other insurance agents.

Specialties: Dina has a passion for protecting families and business owners. She is a trusted resource for life, long term care and disability insurance. As a wholesale broker, Dina can review current policies and shop the market with all carriers to find the right fit for clients. She is on the executive committee for Go Red for Women and enjoys planning educational events. 

Quote: "The more you praise and celebrate your life, the more there is in life to celebrate." - Oprah Winfrey

Connect: Contact Dina at dinam@bgainsurance.com or at (818) 836-5623, or visit her website below!

member since december 2017

Nicole Nouhra | Managing Director

CHIVAROLI PREMIER INSURANCE SERVICES
WWW.CHIVAROLIPREMIER.COM 
NICOLEN@CHIVAROLI.COM | (805) 371-3680

About: Nicole is an insurance professional with over 20 years of experience currently specializing in providing risk management and insurance solutions for the High-Net-Worth Personal Lines market segment. Her expertise is primarily focused on insuring multi-million dollar estates, luxury automobiles, rare collections, and protecting the assets of high-net-worth and affluent families. She is actively involved on the Board of Directors for the Council for Insuring Private Clients which also includes the president and CEO of AIG's Private Client Group and Chubb executives. As part of her passion to impart knowledge, she has taught other agents around the country about the high net worth niche in her role as a faculty member of the National Alliance for Insurance Education & Research. 

Specialties: Nicole specializes in personal lines insurance for high net worth and affluent families including multi-million dollar estates, luxury automobiles, and rare collections.

Quote: "What lies behind us and what lies before us are tiny matters compared to what lies within us."

Connect: Contact Nicole at nicolen@chivaroli.com or at (805) 371-3680, or visit her website below!

member since november 2017

Lori Oberman | Licensed Marriage & Family Therapist

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About: Lori Oberman is a licensed Marriage and Family Therapist in private practice in Westlake Village, California. She has been helping families and children since 2000.

Lori began her career working in a domestic violence clinic on a 24-hour crisis hotline and speaking to various audiences on how to stop the cycle of violence. She then started working with middle school teens tackling the complex issues of depression, loss, anxiety and self-

esteem individually, as well as in a group setting. Later, she worked at a drug rehabilitation center, where she focused on teens and their families overcoming addiction and how it impacts the family dynamic.
 
Lori has a bachelor’s degree in sociology with a minor in education from UCLA, as well as a master’s degree in psychology in marriage and family therapy from Phillips Graduate Institute. In addition to her private practice, she runs a bereavement group in Thousand Oaks, California, to aid loved ones through the grief process.
 
Personally, Lori has been married to her husband for over 10 years, and they have three children.

Specialties: Lori regularly helps adolescents, families and adults looking to increase communication and have a better understanding of themselves and others.

Quote: "When we are no longer able to change a situation, we are challenged to change ourselves."
- Viktor E. Frankl

Connect: Contact Lori at lori@lorioberman.com or at (818) 754-4676 or visit her website below!
 

MEMBER SINCE SEPTEMBER 2018

Lisa Osborn | Realtor

exp REALTY of california, inc.
LISA@your805realtor.com | (805) 390-5671

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About: Lisa graduated from Cal State Northridge with a Bachelor’s degree in History. She has over 25 years professional background in home staging, decor consultation, event design, and fundraising. In 2017, Lisa launch into her Real Estate career.  She quickly became a trusted agent who works to ensure the highest standard of integrity and professionalism throughout the real estate process.

Specialties: Lisa strives to educate her clients about the home buying and selling process and to make each transaction as smooth and stress free as possible. Lisa believes what sets her apart is her ability to deeply connect with her clients, to understand their needs, and negotiate to get successful results. Lisa utilizes the latest marketing technologies, business strategies, and market research. Lisa’s background in home staging gives her a competitive edge when it comes to selling your home.  She is passionate about people’s dreams and helping them achieve their goals.

Quote: "Integrity, passion, and hard work—in business, relationships and life.”

Connect: To learn more, contact Lisa at Lisa@Your805Realtor.com or at (805) 390-5671.

member since december 2017

Jeanne Reynolds | Founder & Independent Insurance Broker

HEALTH INSURANCE SOLUTIONS
JEANNE@HEALTHINSURANCESOLUTIONS.BIZ | (818) 707-3331

About: Jeanne graduated from the University of North Texas and attended Southern Methodist University working towards her MBA. She has a background in accounting and finance and for the last 20 years has been insurance licensed, working with clients on various aspects of their financial and insurance planning. Now, she focuses exclusively on Medicare insurance planning, helping eligible beneficiaries navigate the maze of Medicare regulations and helping them select appropriate solutions for their particular situation. As an Independent Insurance Broker, she offers Medicare Supplement Insurance Plans (Medigap), Part D Prescription Drug Plans, and Medicare Advantage Plans (Part C).

Specialties: Jeanne's process includes overview of Medicare rules and pitfalls to avoid, how to sign up for Medicare, needs-based assessment based on prospect's individual situation, guidance in helping prospects make appropriate buying decisions, opportunities for cost containment, and expertise in underwriting Medicare insurance products. Her services extend past the sale, providing retirement to grave service. Sales and service fees to brokers are embedded in Medicare products and paid by the carriers. Premiums are the same to a client whether using a broker or doing yourself.

Quote: "To succeed in life, you need three things: a wishbone, a backbone and a funny bone." - Reba McEntire

Connect: Contact Jeanne at jeanne@healthinsurancesolutions.biz or at (818) 707-3331 to learn more!

member since february 2018