Our Team

Teamwork Makes The Dream Work.

John Campbell, AIF®

John Campbell, AIF®

Founding Principal

Patrick Powers, CFA®, CPA, CFP®

Patrick Powers, CFA®, CPA, CFP®

Founding Principal

Grace Y. Lau, MBA, CFA®

Grace Y. Lau, MBA, CFA®

Founding Principal | Senior Wealth Manager

Steven Lee Yamshon, PhD

Steven Lee Yamshon, PhD

Managing Principal

Christopher Rowey, AIFA®

Christopher Rowey, AIFA®

Principal | Senior Retirement Plan Consultant

Darren Stewart, JD

Darren Stewart, JD

Principal | Senior Retirement Plan Consultant

Tina Schackman, CFA®, CFP®

Tina Schackman, CFA®, CFP®

Principal | Senior Retirement Plan Consultant

Michael Allbee, CFP®

Michael Allbee, CFP®

Principal | Senior Portfolio Manager | Chief Compliance Officer

Nora Rascon-Brooks, FPQP™

Nora Rascon-Brooks, FPQP™

Senior Operations Manager | Portfolio Administrator

Paul Horn, CFP® , CPWA®

Paul Horn, CFP® , CPWA®

Director of Financial Planning

Arash Navi, CPA, CFP® , AWMA®

Arash Navi, CPA, CFP® , AWMA®

Controller | Wealth Manager

Kyle Nixon

Kyle Nixon

Operations & Systems Manager

Chad A. Noorani, QKA

Chad A. Noorani, QKA

Retirement Plan Consultant | Operations Manager

Braden Priest, CFA®

Braden Priest, CFA®

Retirement Plan Consultant

Mark L. Blom, CFP®

Mark L. Blom, CFP®

Managing Director, Senior Wealth Manager

Keith Johnson, CFP®

Keith Johnson, CFP®

Senior Education Specialist | Financial Planner

Brent Miller, CFA®

Brent Miller, CFA®

Senior Portfolio Manager

Aksana Munoz, QKA

Aksana Munoz, QKA

Lead Client Service Manager | Plan Compliance Specialist

Robert Verdugo, CMFC®, APMA®

Robert Verdugo, CMFC®, APMA®

Financial Analyst, Senior Trader

Nicole Chou

Nicole Chou

Client Service Manager

Antonia Lipovac

Antonia Lipovac

Client Service Manager

Scott Sollars, CFP® AIF®

Scott Sollars, CFP® AIF®

Senior Wealth Manager

Henry VanBuskirk, CFP®

Henry VanBuskirk, CFP®

Wealth Manager

Brent Chou

Brent Chou

Investment Research Analyst

Fernando Leonardo

Fernando Leonardo

Investment Research Analyst

Erin Schneider

Erin Schneider

Investment Research Analyst

Kirk  Masci

Kirk Masci

Portfolio Manager

Laura Pistoresi

Laura Pistoresi

Client Service Manager

Sandi Stratford

Sandi Stratford

Client Service Specialist

Melissa Ronnie

Melissa Ronnie

Client Service Specialist

Olivia Waller

Olivia Waller

Administrative Assistant

Elsie Khoury

Elsie Khoury

Administrative Assistant

*Please Note: Limitations. Neither the achievement of any professional designation, certification, degree, or license, nor any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Benefit Financial Services Group is engaged, or continues to be engaged, to provide investment advisory services.

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