OUR TEAM

SCOTT H. WOMACK

FOUNDER & PRESIDENT

​

CHARLES H. WOMACK

EXECUTIVE VICE PRESIDENT

WEALTH ADVISOR

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TERRY EDWARDS, MBA/RICP®

VICE PRESIDENT

WEALTH ADVISOR

​

JONATHAN MAZID

OPERATIONS MANAGER

​

​

STEVE CHUNG

TAX ASSOCIATE, ACCOUNT MANAGER

WOMACK BUSINESS MANAGEMENT

​

VALERIE YURADA

SENIOR ACCOUNT MANAGER

WOMACK BUSINESS MANAGEMENT

​

ROBERT S. SELTZER, CPA®/PFP

VICE PRESIDENT

WEALTH ADVISOR

​

CHRIS PACKARD

VICE PRESIDENT

WEALTH ADVISOR

​

HEATHER SANTANA

CLIENT SERVICES & OPERATIONS ASSOCIATE

​

​

AUSTIN BRADY

CLIENT SERVICE ASSOCIATE

​

​

SHANE BENTON

JUNIOR ACCOUNT MANAGER

WOMACK BUSINESS MANAGEMENT

​

MANHATTAN BEACH

1334 Park View Ave

Suite 350

Manhattan Beach, CA

90266

310.684.3868

888.314.5554 

 

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BEVERLY HILLS

9595 Wilshire Blvd

Suite 900

Beverly Hills, CA

90212

310.684.3868

888.314.5554 

 

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ALBUQUERQUE

6565 Americas Parkway NE

Suite 200

Albuquerque, NM

87110

505.888.9449

888.314.5554 

 

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For any general inquiries, please fill in the following contact form: