David Garelick, EA, CFP®, ATA, ATP
President/CEO

Years with the company: 22 years

Education/Degrees: BA from UCLA, Enrolled to practice before the IRS (EA), Certified Financial Planner™, Accredited Tax Advisor, Accredited Tax Preparer, Registered Investment Advisor, Securities Principal, Series 7, 24, 63, 65 and Licensed Life Agent

Areas of Expertise: Tax, Accounting, Business Management, Investment, Financial Planning

Professional Organizations: National Association of Enrolled Agents, California Society of Enrolled Agents, National Society of Accountants

Hobbies: Being with family, watching my kids play sports, Tennis, Basketball, Snowboarding, Reading

Lee B. Winkler
Executive Director

Years with the company: 35 years +

Education/Degrees: Bachelor of Arts and M.B.A. from New York University

Areas of Expertise: Business Management

Professional Organizations: Member National Academy of TV Arts and Sciences, National Academy Recording Arts and Sciences

Hobbies: Reading, traveling, music, spending time with family

Jarrod Hicks
Senior Account Manager

Years with company: 4 years

Education/Degrees: University of Redlands with a BS in Financial Economics

Areas of Expertise: Business Management

Hobbies: Traveling, Snowboarding, Tennis, Hiking, Golfing

Gretchen Ramsey
Senior Account Manager

Years with the company: 5 years

Educations: Currently working on college degree

Areas of Expertise: Business Management

Hobbies: Hanging out with family and friends, Reading, Music, Cooking/Baking, Traveling