Our People Steven Lee Yamshon Managing Principal Steven Lee Yamshon is a Managing Principal. As an investment strategist he is responsible for asset allocation, investment management, and security selection. With over 35 years of experience, Steve provides valuable insights and perspectives on the economy, markets, and investments. He leads Benefit Financial Services Group’s environmental, and socially responsible investing efforts.Prior to joining BFSG, LLC, Steve was the President and Chief Investment Officer at Stevens First Principles Investment Advisors. He has been teaching investment finance at UCLA for over 25 years and previously was an adjunct scholar at the Von Mises Institute at Auburn University, Alabama. He has written 2 books, 32 research papers and case studies on investments, economics and management.Steve graduated from California State University, Sacramento with a B.S. Degree in Environmental Resources with honors and has four Master Qualifications from the Said Business School at the University of Oxford. Steve studied finance, economics, and management at the Doctoral Degree level at the Anderson Graduate School of Management at UCLA as a Visiting Scholar. His dissertation Human Action and the Securities Markets was praised for its breakthrough research on the melding of Modern Portfolio Theory and the Austrian Trade Cycle Theory. Steve will complete his Advanced Certificate in Technology and Innovation from the Sloan School of Management at MIT in 2020. He is on the Board of Governors at Cedars Sinai Medical Center and is a volunteer field ranger for the U.S. Forest Service. Nora Rascon-Brooks, FPQP™ Senior Operations Manager and Portfolio Administrator As the Senior Operations Manager, Nora handles the wealth management division’s internal organization, including financial management, and organizational effectiveness to create an outstanding client service environment. She also assists with portfolio administration, which includes providing clients with account assistance, such as requests for funds, balances, standing instructions and any other account administrative services. With 15 years of experience, she previously worked in technology and architectural environments.She earned the Financial Paraplanner Qualified Professional™ designation from the College for Financial Planning. Arash Navi, CPA, CFP® Controller As the Controller, Arash is responsible for the monthly GAAP financial accounting, budgeting and monitoring of the company’s financial performance. He also oversees our compliance with Sarbanes-Oxley requirements and assists the Chief Compliance Officer with the firm’s SEC compliance program. In addition, Arash is one of our financial planners.Arash has a Bachelor of Science degree in Economics with a Minor in Business from the University of Victoria. He is licensed as a Certified Public Accountant, a Certified Financial Planner™, and he also earned his Accredited Wealth Management Advisor℠ designation from the College for Financial Planning Robert Verdugo, CMFC Financial Analyst As a Financial Analyst, Robert assists in the execution of trades, account analysis, and performance reporting. He has previously worked for the Los Angeles Angels of Anaheim, LLP in their finance department. Robert graduated from the University of California, Irvine with a Bachelor’s degree in Business Economics. He currently holds the Chartered Mutual Fund Counselor ℠ and Accredited Portfolio Management Advisor℠ designations from the College for Financial Planning. Katie DeSantis Executive Assistant As the Executive Assistant, Katie DeSantis provides ongoing administrative support along with management of records and documents, and superior customer service. She has previously worked as an administrative assistant for over four years and customer service for over ten years. Katie completed her Associates Degree from Saddleback College.