James Davenport, MBA
Partner, Managing Director
at Beacon Pointe
James (Jim) is responsible for counseling clients with their wealth management decisions, particularly in the area of investments. Prior to joining Beacon Pointe Advisors, Jim worked in Wells Fargo Advisor’s Private Client Group, marketing the firm’s wealth management services to new clients and enhancing existing client relationships. Jim is a Managing Director and Partner with Beacon Pointe, working out of both the Orange County and Inland Empire offices. Jim earned his MBA from Chapman University Argyros School of Business and Economics, and his Bachelor’s Degree from the Annenberg School of Communication at the University of Southern California. He serves on the advisory board for Big Brothers Big Sisters-Inland Empire and also is a member of both the Endowment Council Chapman University and Leaders, Executives, and Directors; Advancing Philanthropy (LEAD-OC). Outside of work, Jim enjoys traveling, playing golf and spending time with his wife and two children.
Ariana Gaffoglio
Global Real Estate Advisor at The Eklund
Gomes Team at Douglas Elliman
Ariana Gaffoglio spearheads The EklundGomes Team Orange County, which she played an instrumental role in launching.
With $1.2 billion in closed residential sales between her and business partner Seth Nelson prior to joining EklundGomes, Gaffoglio ensures all her clients receive an unrivaled concierge-style service driven by dedication and care.
As a life-long resident of Orange County who has an avid passion for real estate, architecture and design, she can offer all her clients unparalleled knowledge and support with any aspect of all types of transaction. She has a laser-like attention to detail and embraces the latest technology to ensure clients always have the information they need to make the right decision.
Before being hired by EklundGomes in August 2020, Gaffoglio spent her decade-long career working for some of the nation’s other top realty brands, as well as with some of the most revered brokers in Orange County real estate. Her landmark sales included a Dana Point property for $22,250,000.
This extensive experience makes her a go-to agent, not only for the luxury coastal market that she specializes in but for all property types from condos, to oceanfront properties and large estates, whether in Orange County, state-wide or across the nation.
Outside of work, she plays an active role in her community. This includes acting as a mentor for Big Brothers Big Sisters of Orange County, and holding a board position with LeadOC, a member-led charity that offers financial support to local non-profit organizations focused on children and military families.
Khary B Espy
Senior Relationship Manager at Northern Trust
As Senior Banking Advisor, Khary’s responsibilities within the banking practice include managing and growing a multi-million dollar loan portfolio. He also enjoys the daily opportunity to develop new client relationships with affluent families, individuals, not for profits, institutions and closely held operating companies. With over 18 years of industry experience, Khary is knowledgeable across many facets of the lending segment, including commercial lending, real estate lending, securities backed lines of credit, home mortgages, aircraft finance, vessel and yacht loans, premium financing and structured finance products.
Prior to joining Northern Trust, Khary spent nearly 6 years as a Vice President in the Global Commercial Bank at Bank of America Merrill Lynch. Prior to BAML, he spent nearly 8 years in the Real Estate Industries Group at Union Bank where he focused on project development finance for top tier real estate developers.
Khary is heavily involved in philanthropy and currently serves on the Board of Directors for LEAD OC and is a Founding Co-Chair for Think Together’s Friends of Shalimar Committee.
Mark Moelman, MBA
Partner, Managing Director at Beacon Pointe
Mark Moehlman holds an MBA from the USC Marshall School of Business, and has dedicated his entire business career to helping others manage their wealth. Mark was born in Los Angeles and moved to Newport Beach in 1975, and has lived in Big Canyon for the past fifteen years. Mr. Moehlman founded Wealth Management Corporation, the first of its kind, in 1987, the same year he launched his Wealth Management Forum. Mark served as a trustee of the Orange County Employees Retirement System (O.C.E.R.S.) from 1993 to 1996, helping shepherd the fund virtually unscathed through the county’s bankruptcy. Mr. Moehlman was the Founding Chair of the Center for Investment and Wealth Management (C.I.W.M) of the UC Irvine Merage School of Business, and continues to be very active in both C.I.W.M. and the UCI Chancellor’s Club. Mark is married to Dr. Cherilyn Sheets, a prominent Newport Beach dentist, and has one daughter, Melisa, who lives and works in New York City.
Josh Meier
Owner of Meier Law Firm
Meier Law Firm is an Orange County, California estate planning and business law firm that focuses on helping families and businesses achieve their dreams.
As parents and a business owners, the attorneys at Meier Law Firm excel in helping clients meet their financial, legal, and moral obligations to their loved ones by creating estate, business, and life plans that ensure their family’s complete protection and well-being.
Unlike traditional law firms, Meier Law Firm offers unique flat-fee estate planning packages that not only include all of the typical estate planning documents such as wills, trusts, powers of attorney, and health care documents, but also include planning for life, trust funding, a Kids ICE plan ensuring kids would never be in temporary foster care even for one second, legacy preservation so that parents can pass down their values and morals and dreams to their kids, unlimited free phone calls and emails, free three-year reviews of your estate plan, and more! Meier Law Firm includes all of these essential estate planning services for about the same flat-fee cost that most firms charge for traditional estate planning documents alone.
No matter where your family finds itself today, Meier Law Firm can help you create a real plan that will achieve your goals and dreams, and protect your loved ones no matter what life brings.
Brian Davis
Founding Partner at Forward Council
Brian M. Davis attended the University of San Francisco graduating with honors with a degree in business management. During his undergraduate studies, Brian was selected as a Davies Scholar. In 2005, Brian graduated from the University of San Francisco School of Law and immediately went to work in “big law,” representing several Fortune 100 clients as a business litigation and trial attorney.
In 2012 Brian started a boutique business law firm, focusing on representing a diverse group of business clients ranging from private equity, venture capital, and operating companies from start-up to established global companies with revenues exceeding $100MM. In that capacity, and separately engaged as a business consultant, Brian has served as a key strategic advisor to CEOs and Boards of Directors for numerous companies in a variety of industries. Recently, Brian has been invited as a venture partner for a venture capital and related private equity fund.
In August of 2018, Brian was invited as a professor, teaching business management and entrepreneurship at Chapman University.
Nate Fikse
Private Wealth Advisor
Summation Wealth Group
Northwestern Mutual
SPECIALTY
Detailed Personal and Business Financial Planning
THE WHY
“I have a deep passion that drives me to help individuals, families, and businesses make intelligent decisions about their financial future…helping them turn their dreams into goals. I focus on protecting from the things that can go wrong so they can afford the luxury to invest when things go right.”
EDUCATION
- ChFC® – Chartered Financial Consultant
- CLF® – Chartered Leadership Fellow
- CLU® – Chartered Life Underwriter
- Series 6, 7, 63
- Life and Health Insurance License
- Wealth Management Advisor
- B.A., UCLA, Psychology
FAMILY LIFE
Nate, his wife, Pam, and daughters, Cora and Genevive, enjoy travel, cooking, and spending time with family.
Lars Rathje
Vice President of Lockton Companies
Lars Rathje is a Vice President with Lockton Insurance Brokers, lives in North County San Diego and covers clients across the globe.
Numbers and details are essential when running a business, which is why his accounting background gives him an edge when working with companies who have complex risk challenges. He advises mid-market and Fortune 1000 clients everyday as a risk management consultant for Lockton, the world’s largest privately held insurance broker. Before he started evaluating comprehensive and complex insurance programs for his clients, he was doing it for himself when he built a software company right after graduating from University of California – Santa Barbara. Starting his own business from scratch fulfilled his entrepreneurial itch while also teaching him lessons on keeping costs to a minimum and the importance of having a trusted risk consultant.
Once he joined Lockton, he was able to fulfill the trusted advisor role. Together with his team, he can help organizations evaluate comprehensive and complex insurance programs that will mitigate risk and assess how it will affect the bottom line. He works diligently and efficiently, to ensure that all possibilities are explored to meet the organization’s goals.
After all, goals lead to success and the sky is the limit, or so this has been his mantra since childhood.
Flyvemaskine, Danish for airplane, was his first word before his parents moved to California from Denmark when he was child. Today, he is still obsessed with reaching for the sky both figuratively and literally and earned his pilot’s license.
Kevin Hennings, CPA
Partner at Hoffski & Pisano, CPAs & Consultants
Aaron Schelleci
Chief, Aviation Operations and Training, Army National Guard
Brian Manfred
Clinical Sales Manager at Intuitive
Don Pfohlman, CFA
Senior Vice President, Global Wealth Management at PIMCO
Mr. Pfohlman is a senior vice president in the Newport Beach office and a member of PIMCO’s global wealth management team. He focuses on the team’s research and discretionary platform coverage for product and vehicle offerings such as mutual funds, alternatives, ETFs, subadvisory, and asset allocation. Mr. Pfohlman returned to Newport Beach in 2008 after working for nearly four years in PIMCO’s London, Hong Kong, and Singapore offices. He joined PIMCO in 2001. He has 23 years of investment experience and holds an undergraduate degree in business economics with an emphasis in accounting from the University of California, Santa Barbara. He is currently pursuing an MBA at the Anderson School of Management at the University of California, Los Angeles. He is a CFA charterholder.
Kurt Beimfor
Principal at Knightsbridge Wealth Management
Kurt has been building investment portfolios and helping clients achieve their goals since 2003. Prior to joining Knightsbridge, Kurt was the President of Buffalo Capital Corporation. Prior to that, he was on the portfolio management team for a boutique municipal bond manager with approximately $7 billion in assets under management. Before that, he spent five years at Pacific Investment Management Company (PIMCO). Kurt earned his MBA from the University of Virginia’s Darden School of Business. He received his BA in economics from Claremont McKenna College where he was on the Men’s Basketball Team. He currently serves on the board of LEAD OC and is an active member of the Commodores Club of Newport Beach.
Sean Rawson
Co-Founder at Waterford Property Company
Sean Rawson is a recognized leader in the multifamily development and investment industry. An expert in affordable housing, Rawson has a deep understanding of tax credit financing and housing policy. Rawson is an expert in working with local governments to create a diversity of housing types to meet their public policy goals. Since forming Waterford with John Drachman in 2015, Rawson has acquired and developed nearly 6,000 residential units in California totaling approximately $3.5 billion. In 2021, Rawson led Waterford to be the largest owner and operator of Essential Housing units in the State of California with over 4,000 units. Prior to forming Waterford Property Company and its predecessor companies, Rawson was the Southern California President for St. Anton Partners, a leading privately-owned multifamily development company where he led the firm’s expansion into Southern California.
Prior to his time working in the multifamily development industry, Rawson began his career with The Concord Group, a national economic market advisory firm, where he conducted market and financial feasibility analysis for homebuilders, developers, private equity groups and lenders. Rawson earned a Bachelor of Arts degree from Claremont McKenna College in Government, Economics and History where he graduated with honors. While at Claremont McKenna College, Rawson was a four-year letterman on the men’s varsity basketball team. He also earned an MBA from the University of California, Irvine Merage School of Business with a concentration in real estate finance where he has been a guest lecturer and is on the Board for the UCI Center for Real Estate. In 2021, Mr. Rawson joined the board for the Kravis Leadership Institute at Claremont McKenna College. Mr. Rawson is an avid sports enthusiast, runner and summited Mt. Kilimanjaro. Mr. Rawson is a resident of Long Beach, CA with his wife and three children where he is very civically engaged and is on the board for the Downtown Long Beach Business Association.
Carter Haslam
Senior Vice President at CBRE
Carter Haslam is a key member of the team responsible for leading CBRE’s Tenant Advisory Practice Group in Orange County. Through a tailored representation process emphasizing client service and strategic market intelligence, Carter creates value added results, forging long-term relationships with his clients as a trusted business advisor. Additionally, by utilizing CBRE’s full platform of corporate services and capabilities, he provides comprehensive service, focused on solving problems and adding value to corporations both locally as well as on a national and global scale.
Mr. Haslam began his career in Commercial Real Estate with CBRE in 2013, focused on consulting corporations in the Orange County Area, which has since grown to representing national and global accounts through their multi-market real estate strategy. With a well-rounded background in entrepreneurship, leadership, psychology, and finance, Mr. Haslam brings a unique perspective on solving problems for a wide range of clients.
Mr. Haslam’s team includes Scott Kenny, Garrett Ellis, Cameran Lindee, Katelyn Lewis, and Mikkel Pearce, headquartered in the Newport Beach, California, CBRE office.
Mr. Haslam is an active philanthropist as a member of LEAD-OC, which is a group of influential leaders in the community supporting local charity organizations. Mr. Haslam is also a Member of Chapman50, an exclusive group comprised of 50 members under the age of 50 designed to connect influential Chapman University alumni leaders in a university-wide network.
Dr. Sumeet Vadera, MD, MBA, FAANS
Director of Epilepsy Surgery
Professor of Neurosurgery, University of California Irvine
Dr. Sumeet Vadera is a fellowship-trained UCI Health neurosurgeon who specializes in epilepsy surgery, with expertise in minimally invasive surgery for adult and pediatric patients with epilepsy.
His clinical expertise is in neuromonitoring, specifically subdural grids and stereoelectroencephalography (SEEG), and the early treatment of patients with medically intractable epilepsy. He performs laser surgery to treat deep epileptic lesions in the brain, using minimally invasive techniques as well as implantation of the Neuropace RNS® (responsive neurostimulation) device.
Vadera is the first neurosurgeon on the West Coast to use a neurosurgical robotic device for precise mapping and positioning when performing minimally invasive cranial procedures, such as SEEG.
Vadera also treats patients with cervical degenerative disease and syringomyelia, spine deformity and spine tumors, and a wide range of neurological conditions, including brain tumors, hydrocephalus, Chiari malformation, spine and cranial trauma, and concussion.
He earned his medical degree at Jefferson Medical College in Philadelphia, Penn., and completed a neurosurgery residency and a fellowship in epilepsy surgery at the Cleveland Clinic Foundation in Cleveland, Ohio.
Vadera is the lead author of several publications related to epilepsy surgery and outcomes in major neurosurgery journals. He also is an ad hoc reviewer for several journals. He is currently a member of the Congress of Neurosurgeons (CNS), the American Association of Neurosurgeons (AANS) and the Society for Brain Mapping Techniques (SBMT).