Dee Levy | Area Manager

BARRETT BUSINESS SERVICES, INC. (BBSI) | WWW.BARRETTBUSINESS.COM
DEE.LEVY@BBSIHQ.COM(818) 486-5970

About: Dee has been a senior level manager for over 30 years, specializing in Operations, Sales, Finance and Organizational Development. Prior to BBSI, Dee spent 16 years as the COO and President of CPAgents, where she traveled throughout the US and Japan helping CPA firms enter the financial services market. Dee spent eight years at Paychex as a District Sales Manager throughout multiple states. Dee is passionate about the Small Business Owner, and joined BBSI in 2011 to make an impact for all employers in CA. Dee is the current President of Fit 4 The Cause (www.fit4thecause.org), a long-time member of Provisors and is active in her community. Dee is a Certified Professional Co-Active Coach (CPCC) and the proud mother of a Corporal in the United States Marines.

Specialties: Improving the probability of success for the small business owner by providing teams of high level professionals versed in Human Resources, Employee Management, Leadership, Payroll, Employment Practices, physical Risk & Safety, Organizational Development, Organizational Culture, and employee engagement.

Quote: "You don't have to be Perfect to be Amazing." –Unknown

Connect: Contact Dee at dee.levy@bbsihq.com or at (818) 486-5970, or visit her website below!

Lisa Osborn | Realtor

COCKRILL AND ASSOCIATES AT EXP REALTY OF CA, INC.
LISA@COCKRILLANDASSOCIATES.COM  | (805) 390-5671

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 2014, Lisa started a successful event design company. She has recently partnered with Cockrill and Associates, at eXp Realty of CA—a successful team of trusted agents working 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. 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@CockrillAndAssociates.com or at (805) 390-5671.

Andrea Michal Gootnick | Holistic Life Coach, Mentor, and Well-being Consultant

NEW MOON WELLNESS | WWW.NEW-MOONWELLNESS.COM
ANDREA@NEW-MOONWELLNESS.COM | (818) 389-0397

About: Andrea Michal is certified in Evidence Based Life Coaching, Organizational Development and Leadership and has a degree in Communications from UCLA. She has a certificate in Mediation and Conflict Resolution. She owns and operates New Moon Wellness, a Healing Arts Hub and Conscious Community Center in Agoura Hills, California and is a Mentor and Holistic Wellness Practitioner. She specialized in co-creating with other conscious business idea-generators for our world to become a more sustainable and uplifting environment for future generations. Andrea has facilitated workshops for executives and management of local and national corporations including Merrill Lynch, Farmer's Insurance, and Netflix.

Andrea was also a member of the staff as a consultant and Wellness Ambassador for the California Health & Longevity Institute at Four Seasons Hotel Westlake Village. 

Specialties: Andrea's mission is to mentor both individuals and corporations on a personal and business level through her coaching and leadership skills. For those seeking to find a path to an existence that is purposeful and balanced in all aspects of their lives, she provides guidance to realign yourself physically, emotionally, and spiritually—focusing on attaining your most important desires in order to reach your full potential. 

Quote: "Like the air you breathe, abundance like all things is available to you. Your life will simply be as good as you allow it to be." -Abraham Hicks

Connect: Contact Andrea at Andrea@new-moonwellness.com or at (818) 389-0397, or visit her website below!

Nicole Nouhra | Managing Director (Chapter Head)

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!

Dina Mabry | Principal

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

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!

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!

Michele Leach | Financial Consultant

FINANCIAL TRANSITION PARTNERS | WWW.MICHELELEACH.COM 
MICHELE.LEACH@SAGEPOINTADVISOR.COM | (818) 704-0001

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!


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.

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!

Jodi Chavin | VP, Sr. Business Banking Relationship Manager

BANK OF THE WEST | WWW.BANKOFTHEWEST.COM 
JODI.CHAVIN@BANKOFTHEWEST.COM | (805) 719-5011

About: Jodi graduated CSUN with a BS in Finance and RE. During her early banking career she was chosen to attend and thus graduated Pacific Coast Banking School. This is an equivalent of a Master's Degree in the Banking Industry. With an extensive banking background of 30+ years, Jodi has earned her Business Banking Relationship Manager title. Her goal is to add value to clients by guiding them towards enjoying all the benefits of a well run business. She is a top performer and considered a mentor to many past and present colleagues. Jodi is passionate about her banking career always striving to gain knowledge to retain expertise in her field.

Specialties: At Bank of the West, Jodi is responsible for managing and growing a portfolio of business clients. She accomplished this by working closely with business owners to secure proper financing and cash management services. Again with her extensive career she understands the importance of customer relationships. Gaining mutual trust is key to a successful partnership. Jodi's goal is to earn a place within her clients financial family by understanding their unique business model and strategies. She can then be proactive in providing the best options and customized banking solutions to achieve her clients short and long term goals.

Quote: Coming together is a beginning; keeping together is progress; working together is success.

Connect: Contact Jodi at jodi.chavin@bankofthewest.com or (805) 719-5011 or visit her website below!