Patricia Lynn Belkowitz | Therapist/Healer


About: Patricia Lynn Belkowitz has been in practice since 2002 as a Certified Clinical Hypnotherapist, Therapeutic Imagery Facilitator and Master Hypnotist. She is an experienced Energy Healer initiated into the lineage of the Andean Shaman. Employing a variety of energy healing modalities, Patricia is certified in Emotional Freedom Techniques (EFT) and is also certified as a Reiki II Practitioner. An honor graduate of Hypnosis Motivation Institute, Patricia also holds a Master’s degree in Metaphysical Science from the University of Sedona. She is ordained as Reverend by the International Metaphysical Ministry.

Patricia is author of self-help books and an extensive catalog of articles about choice, belief and control. The focus of her practice is health and wellness with an emphasis on achieving a state of balance and harmony between mind, body and spirit. She has developed programs for weight mastery and seminars on sexuality. She has also created a step-by-step workbook for goal manifestation. Patricia is passionate about her life’s work and is an enthusiastic speaker, a teacher of life changing tools and a wise counselor. Using ancient healing methods with cutting edge scientific discoveries and research into behavioral epigenetics, she is a gifted healer who considers her practice a sacred trust.

Specialties: Patricia specializes in helping her clients to create more joy in their lives. Much of her practice has focused on the mind's ability to heal the body of discomfort and disease. She is a skilled communicator who is able to help others listen to their inner knowing. Providing a safe and nurturing environment of unconditional respect and regard, Patricia is a compassionate, empathetic healer who guides her clients to a place of self-actualization and authenticity.

Quote: "You are a creator. You create with every thought. Choose your thoughts. Choose your life."

Connect: Contact Patricia at or (805) 279-1551 or visit her website below!


Karen Boublis | Founder & Principal Consultant


About: Karen is a human resource expert known for her honest and trusted appraisal of workplace situations and personalization of the human resource services experience for each of her clients.
Karen is a Certified Senior Professional in Human Resources (SPHR), a SHRM Senior Certified Professional, she is a Board Member of the Southern California Professionals in Human Resources Association (PIHRA), and a member of the Society of Human Resource Management (SHRM). She volunteers for PIHRA and SHRM supporting students studying the field of human resources. Karen is also a volunteer speaker and consultant for Women’s Economic Ventures of Ventura and Santa Barbara counties. Karen serves on the Board for Habitat for Humanity Ventura County.

Specialties: With over 20 years of dedicated global management experience, Karen has successfully guided organizations through:

• mergers and acquisitions
• legal compliance issues
employee engagement
• employee coaching and counseling
• workforce planning & gap assessment
• compensation analysis
• and more . . .

Quote: "Train people well enough so they can leave. Treat them well enough so they won't want to." - Richard Branson

Connect: Contact Karen at or (805) 404-6760 or visit her website below!


Carisa Ferrer | CPA & Partner

CFERRER@KKBCPA.COM | (818) 907-6500


About: Over 15 years of experience focusing on financial statement engagements, business and personal tax compliance and planning for small and middle market, closely held businesses. Carisa enjoys close relationships with her clients and provides solutions to address their financial and tax matters.

Connect: Contact Carisa at or at (818) 907-6500!


Heather Frimmer | Attorney


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 or (818) 745-1755 or visit her website below!


Peaches Jensen | Mortgage Broker


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 or at (805) 777-8733, or visit her website below!

member since december 2017

Michele Leach | Financial Consultant


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 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 | Insurance Principal


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 or at (818) 836-5623, or visit her website below!

member since december 2017

Lisa Osborn | Realtor

exp REALTY of california, inc. | (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 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 or at (805) 390-5671.

member since december 2017

Jeanne Reynolds | Founder & Independent Insurance Broker


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 or at (818) 707-3331 to learn more!


Anna Winningham, CISSP® | Executive Vice President


About: Anna M. Winningham is the Executive Vice President at Risk Control Strategies (RCS), a security consulting and investigations firm. Prior to joining RCS, Anna was a Special Agent for the Federal Bureau of Investigation (FBI). During her tenure with the FBI she served as a case agent and a Supervisory Special Agent (SSA), overseeing multiple long-term, complex investigations. In her last assignment with the FBI, she supervised the Crisis Response Squad of the Los Angeles Field Office. Her responsibilities included oversight and management of the Evidence Response Team, the Crisis Negotiations Team, the Special Weapons and Tactics Team, and the Weapons of Mass Destruction (WMD) response components.

Following her career with the FBI, Ms. Winningham has provided investigative, Chief Security Officer (CSO) and Chief Information Security Officer (CISO) and services to RCS’ private and corporate clients. Ms. Winningham has an expertise in strategic planning and response, to include business continuity, disaster recovery, and crisis management. Over the past 26 years, she has testified in both state and federal criminal and civil courts. She has also served as an expert witness for counsel in Federal court.

Ms. Winningham is a CISSP®, an advanced-level certification for IT professionals. She earned a bachelor’s degree in Political Science from the University of Texas – El Paso, and attended the Russian School at Middlebury College. She is a military veteran, and served in the U.S. Army as an Ordnance Officer and was assigned to the 82nd Airborne Division.

Specialties: Anna helps both corporate and private clients with physical and cyber security concerns. She provides an expert approach towards complex problems involving potential or ongoing litigation, security risks, cyber incidents and situations that have created a lack of trust.

Quote: "When you arise in the morning think of what a privilege it is to be alive, to think, to enjoy, to love!" - Marcus Aurelius

Connect: Contact Anna at or (818) 991-7475 or visit her website below!