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Eileen Gould | Owner

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About: Specializing in high-end Commercial and Residential construction, renovation and design, Eileen Gould’s unique skill set and 30+ years of experience in the field have netted her hundreds of satisfied clients (many of whom are celebrities), national media attention, and multiple industry awards, including top honors from the National Association of Business Owners.

Whether you’re looking to improve your space with practical and aesthetically-pleasing architectural upgrades, or if you’re looking for a complete update to your home, hotel lobby or other commercial space, you will not find anyone more qualified or easy to work with than Eileen Gould. In addition to commercial and residential construction, Eileen also retrofits homes and offices for seniors, handicapped and the aged. She has worked on many projects that require distinct knowledge in order to create a safe environment for special needs and senior accessibility (i.e. installing an elevator).

One of Eileen’s strongest advantages is that she possesses both a strong background in design and a contractor’s license. She guides her clients through making smart financial decisions, while still ending up with a show-stopping build or renovation.

Beyond all of her professional experience and accolades Eileen prides herself on being a good listener, advocate for her clients, and has an infectious positive attitude and energy that she infuses into all of her projects.

Specialties: Specializing in high-end Commercial and Residential construction, renovation and design.

Quote: "We pride ourselves in being a conduit for our clients need. Taking them from inception to completion while holding their hands through the whole process.

Additional Information: Licenses: ASID, IDS, CAPID
Certification #0154
General Contractor Lic #978861

Awards and Accolades:

  • Women’s Referral Service Award

  • First Runner Up, Designer Appreciation Award, by the L.A. Mart and the L.A. Mart Furniture Association

  • Won Best of Ventura 2016

Media:

  • Los Angeles Times

  • Los Angeles Magazine

  • Malibu Magazine

  • HGTV “Designer’s Challenge” winner

  • Channel 7 Eyewitness Morning News

  • Westlake Magazine

  • Ventura Star

  • Valley Connection

Professional Board Positions & Charity Work

  • Learning Tree University Design Board

  • ASID LA Executive Board

  • Seniors Moving Forward

  • Conejo Adult School - Teacher

  • Casa Pacifica Board

  • Assistance League

  • Children’s Hospital Los Angeles

  • Make a Wish Foundation

Speaking Engagements Include

  • AARP Convention

  • New West Symphony

  • Rotary Club

  • Real Estate Offices

Connect: Contact Eileen at egould07@gmail.com or (818) 706-8825 or visit her website below!

MEMBER SINCE OCTOBER 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

Laura Leach | Wealth Manager

About: Laura Leach is a seasoned Financial Advisor with over 15 years of experience in the financial services industry. She has worked with numerous firms, honing her organizational and analytical skills. Laura’s passion for financial planning and her holistic approach to considering all aspects of her clients' financial lives set her apart as a trusted advisor.
Laura thrives on helping clients make informed decisions by analyzing "what if" scenarios, managing the emotions tied to money, and educating them about financial matters. Her guidance empowers clients to make the necessary decisions to achieve financial success.
Her journey in finance began with a degree in Finance from California State University Northridge with an option in Financial Planning. She is a Registered Representative holding Series 7 and 66 security licenses and has completed the CFP Certified Financial Planner Professional Education Program, providing her with a comprehensive skill set for her advisory role.

Specialties: Laura is dedicated to assisting high-income and high-net-worth individuals in navigating the complexities of growing wealth. Her approach focuses on building lasting relationships and empowering clients with the knowledge needed to make informed decisions

Quote: “We gain the courage we need to achieve things, after we have done them.”

Connect: Contact Laura at laura.leach@ftpadvisors.com or (818) 704-0001, or visit her website below!

Securities offered through Osaic Inc., member FINRA/SIPC. Investment Advisory services offered through The Ameriflex Group, an Independent Registered Investment Advisor. Osaic is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic.

member since July 2024

2535 Townsgate Road, Suite 203, Westlake Village, CA 91361 | (818) 704-0001 | Securities and Advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Insurance services offered through Financial Transition Partners not affiliated with Osaic Wealth, Inc. Additional services referenced are not provided by Osaic Wealth, Inc. Listed Entities not affiliated.

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 Osaic Wealth, Inc.  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@ftpadvisors.com or (818) 704-0001, or visit her website below!

Extra: Listen to a special podcast by Michele where she discusses Therapy and Financial Planning. Michele will share thoughts on her journey including major milestones and big decisions that influenced her career.  In addition, Michele will discuss “The Life Stages of Financial Planning for Women.”   Michele started a local Women to Women Networking Group.  She will reveal why she decided to pursue this avenue and how she overcame objections to starting the group.“Therapy and Financial Planning” on Advisor Group’s The W Pulse.

member since november 2017

2535 Townsgate Road, Suite 203, Westlake Village, CA 91361 | (818) 704-0001 | Securities and Advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Insurance services offered through Financial Transition Partners not affiliated with Osaic Wealth, Inc. Additional services referenced are not provided by Osaic Wealth, Inc. Listed Entities not affiliated.

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Dina Mabry | Insurance Principal

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BGA PREMIER INSURANCE SOLUTIONS | WWW.BGAINSURANCE.COM
DINAM@BGAINSURANCE.COM | (818) 836-5623

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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

Janice Miller | Managing Partner

About: Janice L. Miller, Esq. is the Managing Partner at Miller Haga Law Group, LLP, with over 25 years of experience as a highly-recognized trusted legal advisor as an innovative general counsel. She represents the firm’s clients in business transactions, real estate, entertainment, intellectual property, licensing, and hospitality, focusing on preventive strategies to avoid litigation.
Before private practice, Janice held senior leadership roles at NBCUniversal, including Vice President of Business Affairs for Universal Studios Hollywood® and CityWalk®. She played a key role in the billion-dollar expansion of these properties, managed tenant relationships, and advised on major business deals and sponsorships.
Janice is also an expert in the business strategy of Coopertition® (the notion that competitors can work together cooperatively for the benefit of their clients). She serves as a strategic legal partner and business advisor, providing the firm’s clients with pragmatic, cost–effective legal and business solutions that minimize risk and maximize profits. She has been recognized as a Southern California Super Lawyer (2020-2024), a Legal Visionary by the Los Angeles Times, and among the Top Women Lawyers by the Daily Journal. She has also been named a Top 200 Most Influential Leader by the San Fernando Valley Business Journal.
Janice holds a J.D. (cum laude) and B.A. (magna cum laude) from Temple University, and an M.B.A. (summa cum laude) from the University of Redlands. Outside of her legal career, Janice enjoys fitness, pickleball, and time with her family

Specialties: Janice represents the firm’s clients in business transactions, real estate leasing, entertainment, intellectual property, licensing, and hospitality. The firm’s clients have come to rely on Janice’s insightful dispute resolution strategies as a preventive measure to avoid litigation.
She is also an expert in the business strategy of Coopertition® (the notion that competitors can work together cooperatively for the benefit of their clients). She serves as a strategic legal partner and business advisor, providing the firm’s clients with pragmatic, cost–effective legal and business solutions that minimize risk and maximize profits.

Quote: "When others say "work smarter not harder" my mom pioneered another concept: "work kinder"

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

MEMBER SINCE NOVEMER 2018

Jennifer Rulli | Assistant Vice President

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About: Jennifer Rulli is one of the top producers in her company for the 3 years in a row now. Jennifer was recently promoted to Assistant Vice President of OCT, due to her production, as well as her continued commitment to the Realtors in the Ventura and LA market!

Specialties: Jennifer Rulli’s experience not only spans to title insurance but the mortgage and real estate industry as well. Jennifer understands how important it is get your deal closed quickly and efficiently which is why she, along with OCT can close your toughest transactions. Service is at the heart of her business, she’s an essential part of your team!

Quote: “A beautiful day begins with a beautiful mindset”

Connect: Contact Jennifer at jen4title@gmail.com or at (805) 551-5108, or visit her website below!

member since march 2021

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Randi Sorenson | CEO & Business Advisor

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STRATEGIC BUSINESS ADVISORY & TAX | WWW.STRATEGICBUSINESS.COM |
RANDI@STRATEGICBUSINESS.COM | (805) 491-4419

About: Randi Sorenson has a Masters Degree in Accounting. She is a licensed CPA and Certified as an Exit Planner. Her biggest accomplishment in her career has been giving a client the gift of time with his ill son. Recently a client proclaimed to her, "You ... have changed my life...". This was her "drop the mic" moment.

Specialties: Randi works with business owners in helping them work less, cash flow to pay their bills, increase their bottom line, solve employees issues, and learn how to work ON their business, instead of IN their business.
She helps business owners find the joy in their lives, through their businesses.

Quote: "If your business depends on you, you don’t own a business—you have a job." — Michael Graber, E-myth Revisited

Connect: Contact Randi at randi@strategicbusiness.com or (805) 491-4419 or visit her website below!

MEMBER SINCE JUNE 2023

Marci Stark | Insurance Agent

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About: Marci graduated from UCLA with a BA in Political Science. After working for four years in Washington DC and then for almost 2 decades in her family chemical business, she opened her own Farmers Insurance Agency in 2010. In the last 10 years, she has developed a strong, family orientated agency building great relationships with clients. Marci protects her clients by making sure they have the right coverage for any unexpected needs.

Specialties: Marci has a passion for protecting the small business owner. Not only does she make sure all that the business is covered from all loopholes and possible pitfall. As a trusted advisor, she makes sure all aspects of your personal life is protected as well. We all know that the small business owner wears too many hats and Marci takes the worry of risk away from the business owner.

Quote: “If you are not taking care of your customer, your competitor will” -- Marci believes in the customer comes first. She is always available to answer questions, problem solve or just chat, night or day.

Connect: Contact Marci at mstark@farmersagent.com or at (818) 531-6517 or visit her website below!

MEMBER SINCE DECEMBER 2020

Ca insurance license number 0H10807