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Steven M. Sexton earned his degree in Management Sciences from Pepperdine University. He spent eight years developing business for investors overseas until 1994. Upon returning to the U.S., he began his career in the insurance and financial industry with the Automobile Club of Southern California.
Pam Wilson touts more than three decades of experience as a Financial Advisor, Registered Investment Advisor Representative, and Life Insurance Agent. During that time, she has successfully managed over $1 billion in client funds. At Beverly Drive Financial, she specializes in providing retirement income for her clients, offering smart solutions for those seeking the highest lifetime income with an extraordinarily high degree of safety and predictability. Her areas of expertise include; stocks, bonds, mutual funds, and annuities.
Caroline Rakness began her education as a dance major at UCLA but ended up channeling that creative energy toward a Bachelor of Science from UCLA in Math and Applied Science with a Business Administration Specialization. It was a finance class at UCLA that sparked her interest in a career in investment. Nearly two decades later, Caroline still shares that same passion and excitement for investing.