Broker Check

Team

Our team consists of an experienced, qualified, and dedicated group of professionals that possess a myriad of skills. 

 

Daniel J. Roundtree, CFP®



818.540.6920
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Daniel J. Roundtree is a CERTIFIED FINANCIAL PLANNER™ practitioner in Westlake Village, California. With 35 years of experience in estate, investment, retirement, and business-succession planning, Dan is committed to providing creative and comprehensive financial planning services for business owners, executives, professionals, and retirees. He is a highly-regarded speaker at wealth-preservation seminars and industry meetings, the former producer and host of Financial Fitness Update, a weekly cable television program, and served as the Midday News Business Commentator for KEYT TV, an ABC affiliate in Santa Barbara. Currently, he is serving as a Planning Commissioner for the City of Thousand Oaks.

Educational Background:
Bachelor of Arts Degree, UCLA, 1982; CERTIFIED FINANCIAL PLANNER™ certification program, Cal Lutheran University, 1989.

 

Scott D. Nelson, CFP®, MBA



818.540.6952
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Scott D. Nelson is a CERTIFIED FINANCIAL PLANNER™ practitioner in Westlake Village, California. His practice specializes in helping business owners, executives, and retirees make the best decisions with regard to the accumulation and preservation of their wealth. Scott is active in several organizations such as the Society of Financial Service Professionals, Financial Planning Association of Ventura, and the Cal Lutheran University Alumni Association.

Scott is a regular contributor of articles regarding financial planning with such fine publications like The Acorn, Game Developer Magazine, and The Constructor. In addition to writing articles, Scott has taught personal finance courses to Conejo Valley high school students through the Junior Achievement non-profit organization. Continuing with his passion for education, Scott is also an adjunct instructor for California Lutheran University’s MBA program, where he teaches finance to graduate students.

Scott has been a resident of the Conejo Valley for twenty years and currently resides in Thousand Oaks, CA.

Educational Background:
Bachelor of Science degree in Finance, Cal Lutheran University

Chartered Retirement Planning Counselor professional designation program, College for Financial Planning, 2008

Master of Business Administration degree with an emphasis in Finance/CERTIFIED FINANCIAL PLANNER™ certification program, Cal Lutheran University, 2011

 

Kamie Abraham, CFP®



818.540.6964
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Kamie L. Abraham is a CERTIFIED FINANCIAL PLANNER™ practitioner in Westlake Village, California. She is dedicated to helping business owners, executives, professionals, and retirees develop and implement personalized strategies to help reach their financial goals with confidence.

Kamie is on the Board of Managers of the Conejo Valley YMCA and is the Treasurer of the California State University Northridge Business Honors Alumni Chapter. She has been nationally recognized in the financial planning industry after taking 1st place in the Redefining Investment Strategy Education (R.I.S.E.) portfolio management competition and 2nd place in the Society for Financial Service Professionals (SFSP) Industry Issues Competition. She frequently speaks to college classes and student groups on various professional development and personal finance topics.

Educational Background: Bachelor of Science degree in Finance and Business Administration Honors, CERTIFIED FINANCIAL PLANNER™ certification program, California State University Northridge, 2013.

 

Kendyl Roundtree, MBA

 

818.540.6916
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Kendyl L. Roundtree is a financial planner and registered investment advisor in Westlake Village, California, and a CERTIFIED FINANCIAL PLANNER™ candidate. She is committed to helping families, business owners, executives, professionals, and retirees develop and implement personalized strategies to reach their financial goals.

Kendyl has a Master's Degree in Business Administration from Pepperdine's Graziadio School of Business and Management, and a BS in Communication Studies with a minor in Sociology from Loyola Marymount University, where she graduated with the Honor of Magna Cum Laude.

Educational Background:
Masters of Business Administration at Pepperdine University, 2017

Certificate in Dispute Resolution from the Pepperdine Law School, 2017

Bachelor of Fine Arts degree in Communication Studies, Honor of Magna Cum Laude, Loyola Marymount University, 2014

 

Stephanie Kernochan



818.540.6948
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Stephanie is our executive Planner Assistant and also works in Office Operations and Client Service. She has a Bachelors Degree in Business Management from the University of San Francisco.