Address 23986 Aliso Creek Rd #225, Laguna Niguel, CA 92677
When Brian was 12, students from Clovis High visited his class to talk about the stock market. There was a mock-investing competition and Brian won. In 2003, with a degree in Finance from Fresno State, he started his career at Morgan Stanley. Wanting to serve clients on his terms, he went independent and joined Waddell & Reed in 2012 where he met future business partner Gary Lamb. The dream of opening their own office came true in 2015 and in 2017 affiliated with LPL Financial. Brian handles all of the research, trading, and monitoring of the portfolios. In 2001, Brian married his high school sweetheart, Jacinda, and became outnumbered with three daughters. (Even their dog, Laguna, is a girl!) The family loves doing anything together, primarily wandering around Laguna Beach or Dana Point, checking out coffee shops and surfing. Brian and Jacinda lead the West Coast Online group for their church, TheBelongingCo. You can find Brian most mornings in the lineup at Doho. He also enjoys CrossFit, golf, being outdoors and a smooth reposado tequila.
Address 8483 N Millbrook Ave., Suite 110, Fresno, CA 93720
Gary is a graduate of Fresno Pacific University. He and his wife, Janice, have lived in the Fresno area since their marriage in 1974. They have two married daughters and four beautiful grandchildren. Gary spent 21 years in corporate America and in 1999, after experiencing a corporate downsizing, decided to pursue a career in the financial services industry and has been a financial advisor since 2000. Gary takes great pride in his work and is very passionate about his clients. He believes in working collaboratively with them to ensure they pursue their desired goals. When not working, Gary enjoys time spent with his family, golfing, fishing, competitive shooting and camping with his grandson.
Simona Shevling joined Hale Lamb & Associates in October 2021 as a Client Care Specialist. She brings three years of experience in the financial services industry, assisting advisors with investment and trust services. She is passionate about building strong relationships with clients and providing an overall great client experience. Simona is originally from Gillette, Wyoming and holds a Bachelor of Science in Business Administration from the University of Wyoming College of Business.
Simona now lives in Ashford, Washington next to Mount Rainier with her husband and dogs, where they enjoy the great outdoors. She also enjoys running with her dogs, cooking and trying new recipes, traveling, and giving back to the community through various forms of volunteer work.