Chief Actuary and CEOJonathan is a Mathematician from UCLA. He went on to develop Predictive Models for Safeco Insurance and became a Chartered Enterprise Risk Analyst and Fellow of the Society of Actuaries (FSA) in 2009. Later, he was elevated to Director of Pacific Life Insurance to create dozens of investment products and lead the development of the insurers’ multibillion-dollar quantitative hedging program. Jonathan is the author of Cloning Wall Street available on Amazon.
Board Member & General CounselW. Bruce Voss has been a practicing California lawyer for 42 years and is rated AV by Martindale Hubbell (which establishes worldwide rating for lawyers).
Mr. Voss attended Orange Coast College (A.A.), California State University, Fullerton (Business Administration/Finance and MBA program) and Pepperdine University, School of Law (J.D.). He was named to the Dean's List regularly and is a member of the lifetime Scholastic Honor Society.
William Bruce Voss
Board Member & CFOSam has over 35 years of accounting experience, including over 30 years running his own practice, after graduating from UCLA. During this time, he has continued to operate an independent practice, providing personalized service to his clients and working directly with his clients to meet their needs.
He holds licenses as a Certified Public Accountant, Certified Financial Planner and Certified Valuation Analyst.
Board MemberMichael is the former President and CEO of Transamerica Brokerage. He was also Executive Vice President and Chief Product Officer of the Transamerica Life & Protection Division and Chief Marketing Officer for Brokerage.
He completed his undergraduate studies at University of California Irvine, received a law degree from the University of Pacific, a master of laws in taxation at the University of San Diego and a master of business administration from the University of Southern California.