Cathy is the Office Facilitator for the Ventura Office. Her responsibilities include the processing of all levels of new business including investments, insurance, managed accounts, and retirement accounts.
Brooke is the Director of Client Services and Practice Manager with Private Wealth Advisor David Almeida and his partner Dan Johnston. Her role is full time which enables her to deepen relationships with our clients.
Director of Client Services/Practice Manager for Dave Almeida & Dan Johnston
Monica joined Acosta Wealth Management in January 2013. She is our Client Relationship Manager and has various responsibilities all centered around making sure our clients have a fantastic experience working with us.
Administrative Assistant for Dave Almeida & Dan Johnston
Amanda joined Lincoln Financial Group in August 2014. She is The Client Relationship Manager for Clarice Couey. She provides administrative support in the office while also assisting Clarice with off-site seminars, presentations, and other endeavors.
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: Arizona, California, Colorado, Florida, Idaho, Massachusetts, Maryland, Michigan, Missouri, North Carolina, Nevada, New York, Oregon, Texas, Utah, Virginia, Washington
California Insurance License #0C99307
California Insurance License #0E60415
California Insurance License #0E63078
California Insurance License #0K03452
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.