Serving Since: 2010
Richard Ward holds the CERTIFIED FINANCIAL PLANNER™ professional certification and has a passion for helping people find their purpose in life. With more than 35 years of industry experience, Richard believes in taking a holistic approach to creating a financial portfolio that offers fulfillment and possibilities.
Richard is First Vice President/Investments at Stifel, committed to helping you build upon your success as you pursue significance. Many clients he works with are Baby Boomer business owners and executives who are considering a transition out of the business world, or financially secure pre-retirees who have little interest in traditional retirement and are looking for guidance for the second half of their life.
Richard received a Bachelor of Arts degree in Economics from UCLA, and his CFP® education from the College for Financial Planning in Denver, Colorado. He holds a Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent), and Series 65 (Investment Advisor Representative) licenses, as well as a Life/Health/Disability Insurance licenses. Richard is very active in his community and has supported countless non-profit organizations both locally and nationally. He has personally learned that some of the greatest rewards in life are earned while helping others grow, thrive, and prosper, and he continues to live his purpose on a daily basis by helping others.
Richard has a published book entitled Redefining Retirement: Finding Purpose and Passion for Your Second Half. Richard currently serves on the Board of Governors for Center Club Orange County, as well as the OC Chapter Board of Advisors in Philanthropy and the Advisory Board for the Institute for Community Impact.
He advises at the OC Community Foundation and One OC, and is a member of the Financial Planning Association, International Association of Advisors in Philanthropy, UCLA Alumni Association, UCLA Chancellor's Associates, and the UCLA Foundation.
Richard is a lifelong resident of OC and has lived in Irvine since 1992. His father, James E. Ward, was mayor of Santa Ana from 1977 - 1979. Richard has three adult children and lives with his fiancé, Dita.
His hobbies include golf, travelling, movies, and concerts.
Role: Chairman Emeritus
Serving Since: 1986
Paul Evan Greenwald is first and foremost a proactive lawyer. In the corporate setting, Mr. Greenwald has developed skills regarding board dynamics and knows how to create emotional connections that are very effective. Regarding litigation, Mr. Greenwald has been successful in obtaining millions of dollars in favorable judgments and settlements for his clients. Mr. Greenwald has represented clients as large as the General Partner of the California Mart, the largest apparel showroom in the world, as well as individuals, entrepreneurs, private and public companies. Mr. Greenwald is a member of ABOTA (American Board of Trial Advocates) has received the highest rating (AV) from Martindale-Hubbell and is recognized as a pioneer in the use of video to settle cases or if not, to use for mediation, arbitration and trial. He has been named a “Super Lawyer”. Mr. Greenwald has taught civil trial practice and continuing legal education courses. He is a graduate of the University of Southern California, earning a Bachelor of Science degree from the School of Business, and a J.D. at Southwestern University, where he was a senior staff member of the Southwestern Law Review. Mr. Greenwald is the third Chairman of the Board of Governors of The Center Club Costa Mesa, following Henry T. Segerstrom and Victoria Collins. In fact, Mrs. Collins said: “I don’t think I’ve ever met anyone with more passion for living life to the fullest than Paul and Isabel!” In addition, Mr. Greenwald is an active member, and former Board member of The Roosters of Orange County, a men's social and charity organization, which supports kid’s at-risk charities, and feeds 30,000 people during the holidays. He served in the United States Coast Guard. The primary passions of Mr. Greenwald are his wonderful wife, family, the law, and traveling with his wife to tribal lands in remote parts of the clump of dirt we all cling to called Earth, so that he can create interesting documentaries.
Role: Chairperson 2011-2013
Serving Since: 1985
Victoria Collins, Ph. D., is Founder and CEO of Your Legacy Project and Center Club’s past chairman of the Board of Governors. Known for her community leadership, Victoria serves on the Board of Orange County’s United Way and was named Outstanding Philanthropist at National Philanthropy Day and one of the Top Influencers in Newport Beach. Dr. Collins helped found First Foundation Inc., a comprehensive wealth management firm which today manages about $4 billion and offers banking and trust services. Her most recent book, Best Intentions, Ensuring that Your Estate Plan Delivers Both Wealth and Wisdom addresses the question, “How do we pass along our values?” She has been a guest on major radio and TV shows including Good Morning America, Bloomberg, CNBC, MSNBC and CBS’s news affiliates. She has been quoted in The Wall Street Journal, USA Today, Money, Business Week, Investor’s Business Daily, The Los Angeles Times, The New York Times and The Orange County Register. Dr. Collins also co-hosted a weekly PBS special, The Financial Advisors. Victoria and her husband David live in Corona del Mar, California. They have five children and eight grandchildren. The first booking the Center Club ever had was their wedding reception in November 1985.
Role: Vice Chairperson
Serving Since: 2016
Patti Larson is the founder and CEO of SunUp Group, Inc., a business strategy, brand and marketing agency in Orange County, California, and the co-founder of Ignite Brandz, a partnership between SunUp Group and Convergent7. Her wealth of experience includes over 25 years in accelerating bottom line profits through strategic growth plans, brand development and innovative sales and marketing strategies. Prior to founding SunUp Group, Inc., Patti was the Managing Partner at BoardRoom Performance Group and Spire Leadership where she supported Boards of Directors and Executives with organizational effectiveness and leadership development. Patti also spent over 12 years with Centex Corp. where she was a Senior Executive leading major turnaround and growth initiatives in Sales, Marketing and Operations by formulating strategic growth plans and executing high-performance sales initiatives. Patti serves on the Board of Governors and is the Center Club Vice-Chairman Elect for 2018-2019 and the Center Club Cares Committee Chairman 2018. She has served on the Community Affairs Committee as well as the Charity Classic Committee since 2015. Patti sits on the Board of Directors for Courageous Voice, the Advisory Committee for Encore, OneOC, and is a mentor at the Center for Creative Leadership. Patti Larson holds a B.S. Degree in Business Management and Marketing Communications from Saint Cloud State University, MN, and completed an International Business Study in Alnwick, England.
Serving Since: 2012
Liza Krassner, Current Position: Chief Admin Officer, Public Health UC Irvine. Is a veteran UC Irvine administrator whose professional background and interests includes program planning and administration, education, and public service within local and global communities. Her personal interests include travel, cooking, and the arts. She loves jazz, film, theater, and dance, but specially the tango, which she dances socially whenever her time allows. As an occasional writer/producer, Liza’s public service mission is in the workforce development of persons with autism and developmental disabilities which she likes to do through story-telling in film. She presently serves in the board of the Regional Center of Orange County where she chairs the Legislative and Community Awareness Committee, and is also board delegate of the California Association for Regional Center Agencies. Liza currently lives in Irvine with her husband and two sons.
Serving Since: 2017
Kris currently serves as the President of the C39 Committee, and has also held a position on the BLC Committee. He is a franchise owner of a Platinum Financial Advisory Practice with Ameriprise Financial. Ameriprise is a financial planning firm focusing on retirement planning, innovative portfolio design, tax strategizing, college savings, and insurance. After graduating with a Bachelor’s degree in Ecological and Evolutionary Biology from UCLA, he declined an offer from medical school in order to focus on his true passion: helping people with their finances. He sits on the Board of Directors at the Thomas House Family Shelter in Garden Grove, and has been a longtime supporter of Children’s International and the Best Day Foundation. After moving from Los Angeles to Kentucky and to Spain, he purchased a house in Costa Mesa in 2012. In his spare time, Kris enjoys fine dining, wine, golf, travel, cooking, music, art, reading, movies, snowboarding, scuba diving, self-development, mountain biking, and exercise.
Role: Business Connections Chair
Serving Since: 2018
Greg Dill has been an active member of the Center Club since 2015 and currently serves as chair of the Business Connections as well as a participant in the Membership Council. Outside of the Center Club, he sits on the boards of the CCIM Southern California Chapter (a commercial real estate educational organization) and Pure Game (a local nonprofit organization that provides mentors to help children develop character through experiential learning facilitated through the game of soccer). Mr. Dill “works at a bank, but is not a banker” and has held a real estate / mortgage broker license in the state of California since 2010. He is a “Commercial Mortgage Strategist” whose practice focuses on helping entrepreneurs achieve the “American Business Dream” of acquiring own-occupied real estate for company operations, which is likely to be the largest and most impactful investment of their life. In addition, Mr. Dill provides expertise in the financing of business acquisitions and partner buyouts. Mr. Dill graduated with a bachelor’s degree from Duke University and earned his master’s degree through the Massachusetts Institute of Technology. Though he is a local, growing up in Costa Mesa, Mr. Dill lived outside of the United States for six years in various parts of Europe, Latin America, Asia, and Africa. He is fluent in Spanish, which is the primary language spoken at home with his family.
Mike is owner and president of Championship Strategies, Inc, which is a full-service public affairs company with over 18 years of public affairs experience. His primary areas of focus are energy, public education, small business, and collegiate and professional sports. He has provided consulting services in both government and community relations throughout the state of California. He has assisted in public sector captures, provided public awareness campaigns, US Census participation campaigns, made presentations to local and state elected officials and made community presentations on behalf of clients.
He has worked with many high profile clients including Los Angeles World Airports (LAWA), Raytheon Corporation, UCLA, Chevron Renewable Energies, the City of Baldwin Park, Coro Southern California, Santa Barbara City College and Southwest Voter Registration.
Mike also is owner and president of Inner Champion Consulting, an executive leadership company providing leadership coaching services to individuals, groups, and teams. He primary clients are, business owners, C –Level professionals, professional athletes, and former collegiate athletes.
Prior to starting his companies, he worked for 15 years in a university setting, as an instructor and administrator, at UCLA, University of Arizona, San Jose State University, the University of Hawaii and Cal State Dominguez Hills.
Mike has been involved at the highest levels of community service including serving as President and Chairman of the East Los Angeles Boys & Girls Club, Vice President of the UCLA Alumni Association, Chair of the UCLA Hall of Fame Committee, Board of Directors of the Inglewood and Westside YMCA, and Golf Tournament Chair of Project Access. He also currently sits on the Board of Governors for the Center Club in Costa Mesa.
Mike is a graduate of UCLA (where he played football and was a starting QB).
Serving Since: 2014
Dr. Lola Gershfeld, PsyD, is a Board Dynamics Specialist, Founder and CEO of Level Five Executive, a board dynamics consulting firm in Newport Beach, CA (www.levelfiveexecutive.com) specializing on improving board and team effectiveness through the process of emotional connection. Lola is a developer of the Board and Team Dynamics Process or BDP that is based on the new science of emotional connection, improving board and team performance. She works with boards and teams of all sizes and industries, improving corporate lives through engagement, collaboration and developing collaborating company corporate culture. Lola is a published author of two books, The Effective Board Dynamics Guide and TRUSTMAKERS. She publishes numerous articles and is a contributor at Forbes. Lola joined the Board of Governors in 2014. She has served on the Charity Classics Committee (Chair), Ben Franklin Forum Committee (Member), and currently serves on the Appreciation and Recognition Committee (Chair).
Serving Since: 2016
Email Gary Johnson
Gary Johnson, President of J2 Marketing Consultants, helps attorneys get more profitable clients. With over 20 years of sales and marketing experience, Gary builds strategies and offers simple solutions to help attorneys grow their practice by bringing in ideal clients. His expertise takes the mystery out of developing new business and gives them the road map to increased profits.
Role: Nominating Chair
Serving Since: 2014
Susannah Benchetler Johnston has served as an executive in the field of Business Development, Sales and Marketing for over 20 years; working in industries such as Aviation, Professional Services, and Luxury Goods. From running global divisions of fortune 100 companies, to international start-ups; what has never wavered is her focus on providing a boutique level of personal service that’s designed to “delight and deliver” – beyond clients’ expectations. Susannah is committed to connecting with clients on different levels and building long-term relationships based on common interests and goals. As President of Cultural Table, her marketing strategy firm helps businesses and C-Level executives maximize their impact to drive significant results. A native to Orange County, she has enjoyed living all over the United States, Europe and the Middle East while assimilating into the local cultures. Susannah holds a B.S in International Business, B.S. in Marketing, and a B.A in German from Cal State Long Beach. Susannah’s passion for the arts and her community has her involved in a number of non-profit organizations that focus on empowering young women and children to succeed.
Serving Since: 2019
Isaiah is an entrepreneur who has built two successful businesses in Southern California, a court reporting legal services and video media company. His professional philosophy centers on the idea that "a rising tide lifts all boats." He lives this philosophy by serving on boards of non-profits and other organizations that are actively doing this. Isaiah currently serves on the board of directors and is a past chair of the Greater Irvine Chamber of Commerce. He also serves as a Trustee on the World Affairs Council of Orange County, as an advisory board member of WHW (a non-profit organization that provides the unemployed and underemployed the skills and resources they need to get and keep a good job) and a Trustee on a political action committee that is committed to the principles of individual choice and economic freedom.
Isaiah's current big project at Regal Court Reporting is the acquisition of industry-leading Court Reporting agency in West LA that will double the size of his current business and increase the level of services and infrastructure he can offer his clients across Southern California
Isaiah's current big project at Regality Media is a feature-length sports documentary called, Wild About '88, The Rise of Arizona Wildcats basketball. He is looking for a corporate or media partner to help finance post-production and distribution of this film.
Serving Since: 2016
Jon obtained a pre-law degree from Ball State University located in Muncie, Indiana and achieved his Chartered Life Underwriters designation on a post graduate degree level. Jon is President of Marina Arches Insurance Services. He has provided advanced estate planning & tax avoidance services for many Southern California Families over the last 30 years. He has been recognized in the insurance industry with numerous company & industry awards and is a life member of the Million Dollar Round Table. Jon was a featured speaker at the 1976 MDRT meeting in New Orleans in addition to speaking at many industry meetings both here in the United States, the Caribbean and South America over the last 20 years. A California resident since 1978, he resides in Orange County California. He has 8 adult children and 11 grandchildren. Jon enjoys many travel related leisure activities and has been actively involved in the Center Club of Costa Mesa as a member of the Ben Franklin Forum for several years. Jon has been actively involved in his community in the following organizations: Orange County United Way Board of Directors (10 years) -Treasurer of UW of Orange County- Vice Chairman of UW of Orange County- YMCA Metro Board Member (8 years)- Chairman of YMCA county wide golf tournament (6 years)-Orange County Red Cross Board Member (5 years)
Serving Since: 2016
Amy is the Owner and CEO of The Castle Press, a family-owned commercial printing company with facilities in West Los Angeles and Anaheim. She currently sits on two Corporate Boards and helps facilitate a mentoring program for teen girls. While at Anderson, Amy earned the Global Management Certificate, became the Vice President of the Family Business Association, and served as the Social Rep for the FLEX Section. She also represented her section as an Anderson Affiliate Committee Member. She and her husband Rob have 4 children, who live in all parts of the world.
Serving Since: 2014
Beyond the bright suits and bold locks down his back, Brandon Moody is far from your usual executive… After spending most of his hours elbow deep in Cyan, Magenta, Yellow + Black each week as the VP of Development at Smart Levels Media, he recently resigned after over 15 years of service to to be a full-time father to his first son. He still manages to instruct indoor cycling as a Partner at the recently opened Full Psycle South County in Mission Viejo, Team Manager of Inspired Nutraceuticals, and recently founded his own CryptoCurrency Consultancy Firm, dubbed The Coin Connect, that allows him to work completely remotely while raising his son Jayden. Moody began his sales and marketing career at the early age of 16 with one of the original automotive groups in Orange County, The Hardin Family. Moonlighting as a marketing assistant between a couple hours of homework, promoting Smart Levels in the wee hours of the morning, he developed a keen understanding of the hard work and passion that startup companies require. He also learned what it meant to prove his value in the professional arena while climbing the corporate ladder at an early age. A dedicated and passionate philanthropist, Brandon has assisted with the Irvine Chamber Ambassadors Team and the Emerging Professionals Committee and was recently recognized as the organization’s “Emerging Professional of the Year” in 2014. Committed to giving back and serving others, and when he is not competitively racing mountain bikes, instructing cycling classes or enjoying electronic music festivals around the globe, he serves as a Board Member for some of Orange County’s finest organizations… Anaheim Family YMCA, Irvine Valley College Foundation and The Center Club Costa Mesa. Thanks to a gorgeous and supportive wife who shares his passions, Brandon loves the outdoors and contributing to the development of Orange County’s youth. He proudly serves at one of the Anaheim Y’s Summer Camps as a Director at Camp Miehana (7-12 y/o) each year, overlapping his wedding anniversary. Brandon, his Dimewife Kristen, son Jayden and their two dogs Rezin + Diezel have resided in Irvine’s Village of Woodbury for the past decade.
Role: Bulls, Bears & Ladies Club
Serving Since: 1985
Julia Rapparort is a Registered Nurse and has her Bachelor’s Degree in Science majoring in Zoology, She has a Masters of Arts Degree in Administration. Dr. Rappaport also has her Ed.D. Majoring in Curriculum and Instruction. Was a clinical Instructor for Medical, Surgical and Neuropsychiatric Nursing at the University Of Illinois College Of Nursing and developed the first year Basic Science Nursing Curriculum for the University Of Illinois College Of Nursing. Dr. Rappaport is a Lifetime Member with the American Horticultural Society in Virginia and was on the Board of Directors from 1980-1989 and on the Executive Board from 1982-1987. Dr. Rappaport is a lifetime Member at Center Club Orange County and has been on the Board of Governors since 1986, has been involved with multiple committees throughout the years and is the founder of more than four “clubs within a Club”. Dr. Rappaport was a Chair for the SSCIM Board in June 2007, On the Advisory Board for the Susan Samueli Center for Alternative Medicine for The University of California Irvine. She was also on the Pacific Symphony Board of Directors from 1988-1997
Serving Since: 2018
In 1990, Jerri Rosen was President of J.L. Rosen & Company, blending 25+ years of marketing communications experience in developing results-oriented planned giving and development programs for nonprofit organizations.
At the same time that she started her own ad agency, Jerri and five friends found themselves disturbed by the growing statistics of domestic violence. The group set out on a mission to help. With the intention of hosting a onetime only event, they held the first ever “Day of Self-Esteem™,” which served 67 women from six shelters. The event became the launching pad for Working Wardrobes. In 1995, the organization received official nonprofit status and in 2000 Jerri was hired on as the Executive Director. Today, Jerri is the CEO and Founder of an organization that helps over 5,000 men, women, veterans and young adults each year re-enter the workforce with career development services and professional wardrobing. In 2012, the work expanded with the addition of VetNet, a safety net for veterans, who are offered full wraparound services to transition into the civilian workforce. Now, in its 28th year, Working Wardrobes has served nearly 95,000 clients in Orange, Los Angeles, Riverside, and San Diego counties in partnership with 50 local shelters and social service agencies.In a nod to Jerri’s entrepreneurial spirit, Working Wardrobes operates many successful social enterprises including two upscale resale boutiques and five resale shops, which account for more than 45% of the organization’s budget.For her ongoing dedication to the community, Jerri has been recognized by civic leaders, government officials, and organizations at the national, state and community levels. As the host of an award-winning cable TV show about Working Wardrobes, Jerri continues to leverage her expertise in advertising, sales, marketing, and public relations. She is an effective and entertaining presenter and she speaks to many corporate and community groups in her ongoing effort to build the awareness of the Working Wardrobes mission in our community.
Serving Since: 2017
Diana Sabatino is originally from Pittsburgh Pa, but has lived throughout the US as well as 3 years in Ireland. She is married to husband & best friend Mike Sabatino since 2000. They love going to Vegas on the weekends, seeing shows and playing poker. You can also find Diana singing and playing music, working out and enjoying new food experiences.
Her business career started in sales and training for large corporations. After 14 years in corporate Diana decided to use her business savvy in the entrepreneurial arena. In 2004 she founded Diana & Company Jewelry Designs ; a concierge jewelry company that brokers loose diamonds and colored stones; and creates high end custom jewelry pieces. Diana caters to a clientele base that wants a more secure, private and exclusive buying experience. Looking to continue her success, Diana has recently decided to initiate a new business venture. TRAIN International is a training and sales development company focused on serving corporate, small businesses and entrepreneurs to elevate their impact in sales & leadership.
With an extensive business background both internationally and domestic, Diana plans on bringing her enthusiasm, high energy and years of sales & management expertise to her training, consulting and coaching projects. Diana is a dynamic presenter, she leads roundtables, leadership masterminds and is the Managing Director of eWomenNetwork Orange County, leading, managing and mentoring over 140 women entrepreneurs.
Role: Culinary Chair
Serving Since: 2017
Ryan Seven, Owner/CEO of 7G Technologies, has been actively involved in multiple facets of the electronic payments workflow for the last 10 years. His prior focus in the business consulting and customer loyalty industries provided him unique perspectives on what merchants need to be successful in the information age. Having engineered payments workflows for retail, online, mobile and government clients and by being an inventor on multiple pending patents, in both the loyalty and payments verticals, Ryan is becoming regarded as a thought leader in emerging payments. In 2000, Ryan graduated Magna Cum Laude with a degree in Business Administration with emphases in Entrepreneurship and Marketing from The George L. Argyros School of Business and Economics at Chapman University. Ryan was born in Laguna Beach and raised in Newport Beach. Although he has always lived in Southern California, Ryan has traveled to over twenty countries on 5 continents. He speaks semi fluent French, conversational Arabic and is learning Farsi. He enjoys cooking, wine collecting, backpacking, skiing and playing piano and in 2009 completed the Los Angeles Marathon for the first time.
Roxanne (Roxie) Storey has been in the insurance and financial services industry over 16 years, working with small-middle market companies and executives. Prior to founding Newport Beach Life Insurance, Roxie was Vice President of Insurance & Financial Services with Tippett Moorhead & Haden, a Financial Advisor with Mass Mutual, as well as Romero & Levin Wealth Management.
She advises individuals on life, disability, long term care Insurance, and retirement income strategies. Roxie holds a BA degree, Series 7 and 66 securities registrations, and is a licensed Life Insurance agent. She also holds a Chartered Retirement Plans Specialist℠ (CRPS®) professional designation, awarded by the College for Financial Planning.
Roxie sits on the Board of the Association for Corporate Growth (ACG-OC), where she’s also on the Women in Leadership and Awards Committees. She Chairs the Member Relations Committee for the Center Club and is actively involved with the non-profit organization, New Directions for Women.
Roxie and her husband, Al, are native Californians who love spending their free time playing golf and exercising, spending quality time with friends and family, and being of service to others. They live each day in gratitude and give all glory to God.
Serving Since: 2015
Dinia Takacs is a business professional whose entrepreneurial instincts, mentoring skills and clarity of vision have strengthened business leaders and carried multiple companies through successful, continuous growth. Dinia started her corporate career with a Fortune 500 Company rising from an entry-level position to executive leadership roles including National Operations overseeing and directing over 3,500 employees throughout the US. As the Vice President of The CEO University, Dinia mentors executives and professionals to strengthen their leadership skills, business acumen and deliver exceptional results. This includes one-to-one coaching and inclusion in their Peer Advisory Boards. She is distinguished by her passion for business, her focus on management issues, and her commitment to inspiring clients to maximize their personal and professional potential. She along with her husband Gary, are very active members of the Center Club and hold their CEO University meetings and events at the club. She is a member of the BLC and Center Club Cares Committees. Her philanthropic contribution extends to many worthy causes including Soka University Gala Committee, mentor for the National Association of Women Business Owners, WHW Advisory Council and community events. Dinia and Gary are long-term residents of Seal Beach.
Serving Since: 2016
Tony currently serves as a member of the Ben Franklin Forum Committee and has been a Center Club member since 2013. He currently serves as an Investment Consultant for Silicon Valley Bank Asset Management. Prior to SVB, he founded Pentad Financial Services, LLC which provided financial advisory services to closely held companies. During the same time, he provided investment advisory services on behalf of Tetrad Capital, LLC. His experience in both investments and finance encompass over 25 years and he is a graduate of Babson College. Memberships in financial organizations included the San Diego chapter of the Association of Financial Professionals (President Emeritus). He also holds memberships in local organizations such as the Orange County Enrolled Agents Association and Orange County Sheriff’s Advisory Council. Tony continually supports charities such as the Leukemia and Lymphoma Society and Children’s Cancer Recovery Foundation and currently volunteers for Habitat for Humanity. He has been an Orange County resident for over 13 years with his wife Elva and two sons, Patricio and Alessandro. In his spare time, Tony enjoys hiking, biking and genealogy research.
Role: General Manager
Serving Since: 2010
Tiffany Yelverton, founder of Entice Me and Sexy Survivors, is a master of enticing others to experience soul-changing growth, personally and professionally, by embracing pleasure and connecting to their core sexual confidence.
Combining her experience in corporate management and training, with her entrepreneurial spirit, Tiffany manifests transformation in ways most never dream possible. As an expert in sexual health and wellness, she embraces unconventional concepts which have enabled thousands of individuals and couples to bring new, unexpected joys and connections to life.
Serving Since: 2014
With more than 25 years of dedication and service, Bart Zandbergen is an esteemed Certified Financial Planner and Wealth Strategist. Globally respected as an authority in financial planning and investment advising, he has devoted his career to guiding men and women with diverse portfolios through building, managing and carefully fostering overall financial health. His service first approach and methodical attention to detail has allowed him to play a pivotal role as a trusted advisor to his clientele, team and industry peers throughout nearly three decades of market ebbs and flows. Purpose driven strategies and a forward thinking philosophy have been integral components that Bart has relied on to guide those around him on their road to financial wellbeing and legacy development. An astute listener, Bart values understanding the wants and needs of his clientele so he can provide customized solutions that work progressively towards the overall goals. Proud to be Partner and Senior Wealth Advisor at Optivest Wealth Management, as well as a Registered Representative of Gramercy Securities, Inc., Bart also is an accomplished public speaker. Earning many accolades throughout the years for his work, his expert point of view has been published in the New York Times, NOBLEMAN Magazine, Agent Inc., and the Orange County Register. His relentless commitment to the evolution of his industry and the up and coming professionals around him is fueled by his discipline driven approach to success which has served as his “True North” over the years
Serving Since: 2017
Evelyn M. Zohlen is the founder of Inspired Financial, LLC. Inspired Financial is a fee-only wealth management practice that specializes in serving affluent women in transition in southern California. Prior to founding Inspired Financial, Evelyn served on both the personal and the institutional sides of financial services for over ten years. She was a Relationship Manager at The Vanguard Group where she was the trusted advisor for clients with retirement plan assets ranging from $175 million to $500 million. She received her Bachelor’s degree from the University of Texas, her Master of Science from the Joint Military Intelligence College, and her Master of Business Administration from Villanova University. Evelyn is a Certified Financial Planner™ (CFP®) professional and is President of the Financial Planning Association. She serves on the Advisory Board for the Center for Investments and Wealth Management at the University of California at Irvine. In addition, she is a community leader and recently has served on the Board of Governors for the Center Club and on the Board of Directors for WomanSage. She has also served on the Board of Directors for the American Poetry Review, the President's Council at Immaculata University, and as the Finance Director for the Young Friends of the Philadelphia Museum of Art. Evelyn is a frequent contributor to periodicals such as The Wall Street Journal, CNBC, USA Today, Investment News, Kiplinger’s Personal Finance, Real Simple and Consumer Reports. Prior to entering the financial services profession, Evelyn served as an intelligence officer in the United States Air Force. Evelyn is married to the amazing Mark Prendergast with three “bonus” children and their terrific spouses.