Our Team

Location - Orange County

When Brian was 12, students from Clovis High visited his class to talk about the stock market. They put on a mock-investing competition and after Brian won, his love for investing was born. 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 quickly outnumbered with three daughters. (Even their dog, Laguna, is a girl!) The family loves doing anything together, which usually includes wandering around Dana Point, with a Bear Coast coffee or being at the beach. Brian and Jacinda lead the West Coast Online group for their church, TheBelongingCo. You can find Brian most mornings in the lineup at Boneyard. He also enjoys CrossFit, golf, being outdoors and a smooth reposado tequila.

Phone - 559-691-4020 x 102

Location - Central Valley 

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.

Phone - 559-691-4020 x 103

Location - Central Coast

Natalie Terrasas is a dedicated financial advisor with a 20-year career in the industry. Passionate about her work, she finds joy in assisting clients in pursuing their monetary goals. With a strong focus on building lasting relationships, Natalie takes pride in providing personalized financial guidance tailored to each client's unique needs. Beyond her professional endeavors, Natalie cherishes her family and finds fulfillment in spending quality time with them. Her unwavering commitment to both her loved ones and her clients sets her apart as a compassionate and trusted advisor.

Phone  360-918-9481

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.