Executive Management Team

The cornerstone of financial success relies upon a strong wealth plan. Our talented team of specialists includes CPAs, financial planners, attorneys, and analysts who collaborate to share their extensive knowledge and deep experience with vision and creativity.

Gregory Kushner, CPA*

Gregory Kushner, CPA*

Senior Managing Director
Chairman

Tel: 310-278-8232 gkushner@lidoadvisors.com
Alyssa Weinberger, CPA, CFP<sup>®</sup>

Alyssa Weinberger, CPA, CFP®

Senior Managing Director

Tel: 310-278-8232 aweinberger@lidoadvisors.com
Jason Ozur, CPA*

Jason Ozur, CPA*

Chief Executive Officer

Tel: 310-278-8232 jozur@lidoadvisors.com
Jeffrey Westheimer, JD

Jeffrey Westheimer, JD

Senior Managing Director

Tel: 310-278-8232 jwesthiemer@lidoadvisors.com
Ken Stern, CFP<sup>®</sup>

Ken Stern, CFP®

President

Tel: 858- 485-0404 kstern@lidoadvisors.com
Alexandra Browne

Alexandra Browne

Chief Development Officer

Tel: 310-278-8232 abrowne@lidoadvisors.com
Jason Lee

Jason Lee

Senior Managing Director
General Counsel, CCO

Tel: 310-278-8232 jlee@lidoadvisors.com
Michael Karsa

Michael Karsa

Senior Managing Director

Tel: 310-278-8232 mkarsa@lidoadvisors.com
Robert Marton, CFP<sup>®</sup>, CIMA<sup>®</sup>

Robert Marton, CFP®, CIMA®

Managing Director, Wealth Advisor

Tel: 561-453-1000 rmarton@lidoadvisors.com
Bradford Hixson

Bradford Hixson

Director, Mergers and Acquisitions

Tel: 310-278-8232 bhixson@lidoadvisors.com
Roberto Paredes

Roberto Paredes

Executive Vice President

Tel: 310-278-8232 rparedes@lidoadvisors.com
Jeff Garden, CFA<sup>®</sup>

Jeff Garden, CFA®

Chief Investment Officer

Tel: 310-278-8232 jgarden@lidoadvisors.com
Stuart Katz

Stuart Katz

Senior Managing Director

Tel: 310-278-8232 skatz@lidoadvisors.com

Directors

Jason Blumberg

Jason Blumberg

Director, Wealth Advisor

Tel: 310-278-8232 jblumberg@lidoadvisors.com
Scott Brokaw

Scott Brokaw

Director, Wealth Advisor

Tel: 310-278-8232 sbrokaw@lidoadvisors.com
Jeff Christie

Jeff Christie

Director, Wealth Advisor

Tel: 858-485-0404 jchristie@lidoadvisors.com
Erica Ghotra, AIF<sup>®</sup>, CRPC<sup>®</sup>, CRPS<sup>®</sup>

Erica Ghotra, AIF®, CRPC®, CRPS®

Director, Wealth Advisor

Tel: 310-278-8232 eghotra@lidoadvisors.com
Eric Hoffman, CPA*

Eric Hoffman, CPA*

Director
Investment Management, Compliance

Tel: 858-485-0404 ehoffman@lidoadvisors.com
Alex Kob

Alex Kob

Director, Wealth Advisor

Tel: 847-318-3475 akob@lidoadvisors.com
Louis Flamino

Louis Flamino

Director, Wealth Advisor

Tel: 646-786-7093 lflamino@lidoadvisors.com
Evan Levy, JD, CEP<sup>®</sup>

Evan Levy, JD, CEP®

Director, Wealth Advisor

Tel: 310-278-8232 elevy@lidoadvisors.com
David Lundquist

David Lundquist

Director, Wealth Advisor

Tel: 858-485-0404 dlundquist@lidoadvisors.com
Jon Teran, CFP<sup>®</sup>

Jon Teran, CFP®

Director, Wealth Advisor

Tel: 310-278-8232 jteran@lidoadvisors.com
Brendan Van Cleve

Brendan Van Cleve

Director, Wealth Advisor

Tel: 858-485-0404 bvancleve@lidoadvisors.com

Advanced Wealth Planning

John Bute, CPA

John Bute, CPA

Director, Advanced Wealth Planning

Tel: 561-453-1000 jbute@lidoadvisors.com
Michael Burke, CFP<sup>®</sup>, ChFC<sup>®</sup>

Michael Burke, CFP®, ChFC®

Executive Vice President

Tel: 203-516-7327 mburke@lidoadvisors.com
William Coughlan, CPA

William Coughlan, CPA

Vice President, Tax Specialist

Tel: (561) 453-1000 wcoughlan@lidoadvisors.com
Jenna Glassock, Esq.

Jenna Glassock, Esq.

Trusts and Estates

Tel: 310-278-8232 jglassock@lidoadvisors.com

Private Client Services

Howard Aschwald

Howard Aschwald

Senior Vice President

Tel: 310-278-8232 haschwald@lidoadvisors.com
Scott Berman, CRPC<sup>®</sup>

Scott Berman, CRPC®

Senior Vice President, Wealth Advisor

Tel: 301-486-2330 sberman@lidoadvisors.com
Hedieh Bolour

Hedieh Bolour

Senior Vice President, Wealth Advisor

Tel: 310-278-8232 hbolour@lidoadvisors.com
Hanna Brandt, CFA<sup>®</sup>

Hanna Brandt, CFA®

Senior Vice President

Tel: 310-278-8232 hbrandt@lidoadvisors.com
Colleen Kelly

Colleen Kelly

Senior Vice President

Tel: 310-278-8232 ckelly@lidoadvisors.com
Melinda McHugh, CFP<sup>®</sup>

Melinda McHugh, CFP®

Senior Vice President, Advanced Wealth Planning

Tel: 561-453-1000 mmchugh@lidoadvisors.com
Sierra Argyle

Sierra Argyle

Vice President, Wealth Advisor

Tel: 312-897-5025 sargyle@lidoadvisors.com
Peter Coen

Peter Coen

Vice President, Wealth Advisor

Tel: 310-278-8232 pcoen@lidoadvisors.com
Dani Comart

Dani Comart

Vice President, Wealth Advisor

Tel: 561-453-1000 dcomart@lidoadvisors.com
Matt Glover

Matt Glover

Vice President

Tel: 310-278-8232 mglover@lidoadvisors.com
Colin C. Grover, CFP<sup>®</sup>

Colin C. Grover, CFP®

Vice President

Tel: (310) 278-8232 cgrover@lidoadvisors.com
Henry Herrill, AWMA<sup>®</sup>

Henry Herrill, AWMA®

Vice President

Tel: 310-278-8232 hherrill@lidoadvisors.com
Jeffrey P. Kaufmann

Jeffrey P. Kaufmann

Vice President, Wealth Advisor

Tel: (561) 453-1000 jkaufmann@lidoadvisors.com
Kayla Kaltenecker, CFP<sup>®</sup>

Kayla Kaltenecker, CFP®

Vice President, Wealth Advisor

Tel: 310-278-8232 kkaltenecker@lidoadvisors.com
Shawn Moran

Shawn Moran

Vice President, Wealth Advisor

Tel: (404) 368-7009 smoran@lidoadvisors.com
Marc Ordona, CFA<sup>®</sup>, CMT

Marc Ordona, CFA®, CMT

Vice President, Wealth Advisor

Tel: 310-278-8232 mordona@lidoadvisors.com
Chris Peterson

Chris Peterson

Vice President

Tel: 310-278-8232 cpeterson@lidoadvisors.com
Eric Sagadin, CFP<sup>®</sup>

Eric Sagadin, CFP®

Vice President, Wealth Advisor

Tel: 310-278-8232 esagadin@lidoadvisors.com
John S. Tassone, CAIA, J.D.

John S. Tassone, CAIA, J.D.

Vice President, Wealth Advisor

Tel: 561-453-1000 jtassone@lidoadvisors.com
Daniel Young

Daniel Young

Vice President

Tel: 310-278-8232 dyoung@lidoadvisors.com
Chris White

Chris White

Vice President, Sports & Entertainment

Tel: 310-278-8232 cwhite@lidoadvisors.com
Xuan Wang

Xuan Wang

Vice President, Wealth Advisor

Tel: 310-278-8232 xwang@lidoadvisors.com
Kyle Cross

Kyle Cross

Associate Wealth Advisor

Tel: 310-278-8232 kcross@lidoadvisors.com
Emily Howard

Emily Howard

Senior Planning Specialist

Tel: 310-278-8232 ehoward@lidoadvisors.com
Nicholas Doddo

Nicholas Doddo

Planning Specialist

Tel: 310-278-8232 ndoddo@lidoadvisors.om
Dominik Elmasian

Dominik Elmasian

Planning Specialist

Tel: (561) 453-1000 delmasian@lidoadvisors.com
Brian Mills

Brian Mills

Vice President, Wealth Advisor

Tel: 310-278-8232 bmills@lidoadvisors.com
Josh Perlmutter

Josh Perlmutter

Planning Specialist

Tel: 310-278-8232 jperlmutter@lidoadvisors.com
Jack Weinstein

Jack Weinstein

Planning Specialist

Tel: 310-278-8232 jweinstein@lidoadvisors.com
Rubyann Park

Rubyann Park

Senior Associate

Tel: 310-278-8232 rpark@lidoadvisors.com
Moira Roth

Moira Roth

Senior Associate

Tel: 310-278-8232 mroth@lidoadvisors.com
Jesse Dale

Jesse Dale

Senior Associate

Tel: 561-453-1000 jdale@lidoadvisors.com
Danny Weitzman, CFP<sup>®</sup>

Danny Weitzman, CFP®

Vice President, Advanced Wealth Planning

Tel: 310-278-8232 dweitzman@lidoadvisors.com
Ryan Hosegood

Ryan Hosegood

Senior Associate

Tel: 310-278-8232 rhosegood@lidoadvisors.com
Jack Kirby

Jack Kirby

Assocaite

Tel: 310-278-8232 jkirby@lidoadvisors.com
Jim Savage

Jim Savage

Senior Associate

Tel: 312-897-5026 jsavage@lidoadvisors.com
Kayla Cross

Kayla Cross

Associate

Tel: 310-278-8232 kacross@lidoadvisors.com
Kevin Diaz

Kevin Diaz

Associate

Tel: 310-278-8232 kdiaz@lidoadvisors.com
Alison Fragola

Alison Fragola

Associate

Tel: 310-278-8232 afragola@lidoadvisors.com
Danny Leong

Danny Leong

Associate

Tel: 310-278-8232 dleong@lidoadvisors.com
Samantha Sheftell

Samantha Sheftell

Associate

Tel: 310-278-8232 ssheftell@lidoadvisors.com

Investment & Analytics

Gina Sanchez

Gina Sanchez

Chief Market Strategist

Tel: 310-278-8232 gsanchez@lidoadvisors.com
Paul Ryan

Paul Ryan

Senior Vice President

Tel: 310-278-8232 pryan@lidoadvisors.com
Anish Ramachandran, CFA®

Anish Ramachandran, CFA®

Executive Vice President

Tel: 858-485-0404 aramachandran@lidoadvisors.com
Blair Buick, CFA®

Blair Buick, CFA®

Chief Strategy Officer

Tel: 310-278-8232 bbuick@lidoadvisors.com
Parker Aman

Parker Aman

Financial Analyst

Tel: 310-278-8232 paman@lidoadvisors.com
Sergio Duenas

Sergio Duenas

Investment Analyst

Tel: 310-278-8232 sduenas@lidoadvisors.com
Anthony Kim

Anthony Kim

Investment Analyst

Tel: 310-278-8232 akim@lidoadvisors.com
Candice Richardson

Candice Richardson

Investment Analyst

Tel: 310-278-8232 crichardson@lidoadvisors.com

Legal & Compliance

Brian Hendricks

Brian Hendricks

Executive Vice President

Tel: (858) 485-0404 bhendricks@lidoadvisors.com
Farrah Rothstein

Farrah Rothstein

Senior Associate

Tel: 310-278-8232 frothstein@lidoadvisors.com
Katherine Valdez

Katherine Valdez

Associate

Tel: 310-278-8232 kvaldez@lidoadvisors.com

Operations

Jordenne Nash

Jordenne Nash

Vice President

Tel: 301-468-2330 jnash@lidoadvisors.com
John Doyle, CPA

John Doyle, CPA

Controller
Human Resources Director

Tel: 310-278-8232 jdoyle@lidoadvisors.com
Paris Rodriguez

Paris Rodriguez

Senior Vice President

Tel: 310-278-8232 prodriguez@lidoadvisors.com
Michael Sanchez

Michael Sanchez

Senior Vice President

Tel: 310-278-8232 msanchez@lidoadvisors.com
Becca Gomez

Becca Gomez

Vice President, Operations and Project Management

Tel: (206) 981-2911 bgomez@lidoadvisors.com
Jacob Nassy

Jacob Nassy

Vice President

Tel: 310-278-8232 jnassy@lidoadvisors.com
Jonathan Segrist

Jonathan Segrist

Associate, Accounting and Finance

Tel: 310-278-8232 jsegrist@lidoadvisors.com
Miki Derek

Miki Derek

Executive Assistant

Tel: 310-278-8232 mderek@lidoadvisors.com
Victoria Larmour

Victoria Larmour

Executive Assistant, Front Office Administration

Tel: 858-485-0404 vlarmour@lidoadvisors.com
Emma Peitzer

Emma Peitzer

Associate

Tel: 310-278-8232 epeitzer@lidoadvisors.com
Ashley Isordia

Ashley Isordia

Executive Assistant

Tel: 310-278-8232 aisordia@lidoadvisors.com
Kevin Owen

Kevin Owen

Senior Associate

Tel: 858-485-0404 kowen@Lidoadvisors.com
Steven Taylor

Steven Taylor

Senior Associate

Tel: 310-278-8232 staylor@lidoadvisors.com

Marketing

Debbie Babbush

Debbie Babbush

Senior Manager

Tel: 310-278-8232 dbabbush@lidoadvisors.com
Abigail Galusha

Abigail Galusha

Senior Associate

Tel: 310-278-8232 agalusha@lidoadvisors.com
Rachel Bender

Rachel Bender

Associate

Tel: 310-278-8232 rbender@lidoadvisors.com
Disclosures | Privacy | Terms

Individuals who hold the Accredited Wealth Management Advisor (AWMA®) designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. The program is designed for approximately 120-150 hours of self-study. The program is self-paced and must be completed within one year from enrollment.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investments & Wealth Institute (the Institute) is the owners of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals. [and/or requirements for “wealth advisors” and/or “investment strategists” and/or “investment management consultants” or in case of multiple certifications, “requirements for certification.”]

The Chartered Retirement Plans SpecialistSM (“CRPS®”) designation is offered by the College for Financial Planning. Individuals who hold the CRPS® designation have completed a course of study encompassing design, installation, maintenance, and administration of retirement plans. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.

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