Our team consists of an experienced, qualified, and dedicated group of professionals that possess a myriad of skills.
Daniel J. Roundtree, CFP®
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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. He also is a former Planning Commissioner for the City of Thousand Oaks.
Bachelor of Arts Degree, UCLA, 1982
CERTIFIED FINANCIAL PLANNER™ certification program, Cal Lutheran University, 1989
Scott D. Nelson, CFP®, MBA
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Scott D. Nelson is a CERTIFIED FINANCIAL PLANNER™ practitioner in Westlake Village, California.
For the past twelve years, Scott’s has been helping business owners, corporate executives, and retirees make the best decisions with regard to the accumulation and preservation of their wealth.
Scott’s expertise spans far beyond just that of investment and retirement planning. In addition to assisting his clients with their investment and retirement planning needs, he has spent a great deal of time strategizing with business owners on how they should setup their estate and business succession plan.
Throughout his career he has assisted several privately held business owners with the sale of their businesses and the investment of the sale proceeds—some even closing for $75,000,000 or more.
In addition to working with business owners, Scott has been fortunate enough to be able to work with many of the existing and retired employees of local businesses like Amgen, Anthem Blue Cross, UCLA Health, and many others.
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 an adjunct professor for California Lutheran University’s School of Management, where he teaches Financial Principles and Policies and Corporate Finance to graduate students in the MBA program.
Scott has been a resident of the Conejo Valley for over thirty years and currently resides in Thousand Oaks, CA with his wife, Sofia.
Bachelor of Science degree in Finance, Cal Lutheran University, 2006
CERTIFIED FINANCIAL PLANNER™ certification program, Cal Lutheran University, 2010
Master of Business Administration degree with an emphasis in Finance, Cal Lutheran University, 2011
Kamie Abraham, CFP®
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Kamie L. Abraham is a CERTIFIED FINANCIAL PLANNER™ practitioner in Westlake Village, California. She is dedicated to helping professionals, retirees, and families develop and implement personalized strategies to help reach their financial goals with confidence.
Kamie is an active member of the Ventura County National Association of Women Business Owners as well as the Conejo Valley Chamber of Commerce. She has been recognized with the 2018 Young Woman Entrepreneur of the Year award as well as the Chamber of Commerce inaugural 40 Under Forty Award*. She is currently pursuing her Master of Business Administration in Financial Planning degree from California Lutheran University so that she can better serve her clients to get on the right track toward a successful retirement.
*Nominations, including self-nominations, are from people in the community for those who show civic and community involvement along with professional accomplishment, all while in their fourties. No fee was paid to receive the award.
Bachelor of Science degree in Finance and Business Administration Honors, honor of Summa Cum Laude, California State University Northridge, 2013
CERTIFIED FINANCIAL PLANNER™ certification program, California State University Northridge, 2013
Candidate for Master of Business Administration in Financial Planning degree, California Lutheran University, degree expected in 2019
Kendyl Roundtree, MBA
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Kendyl L. Roundtree is a financial planner and investment advisor representative in Westlake Village, California.
She has spent her career helping those going through life transitions, such as divorcees, widows, retirees, and new parents, make the best decisions when it comes to their financial affairs. Her comprehensive, goal-based approach to financial planning helps to identify the unique concerns each client has, and to develop and implement personalized strategies toward reaching their short and long term financial goals.
Kendyl is active in her community and is a financial consultant for Women’s Economic Ventures, a non-profit organization dedicated to helping local business owners thrive. She is also an active member of the Sherman Oaks Chamber of Commerce. When she is not helping her clients, Kendyl enjoys traveling, painting and spending time with friends and family.
CERTIFIED FINANCIAL PLANNER™ candidate, Cal Lutheran University, certification expected in 2018
Masters of Business Administration with an emphasis Dispute Resolution, Pepperdine University, 2017
Bachelor of Fine Arts degree in Communication Studies, Honor of Magna Cum Laude, Loyola Marymount University, 2014
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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.