Our Team

Location - Dana Point

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 in 2012 and shortly thereafter 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 often tells clients that he can guide them on "anything with a dollar sign in front of it" and specializes in Estate, Tax and Financial Planning.

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 in hand enjoying their coastal town. They are Jesus followers who are a part of Zion Church in San Clemente and Brian is involved with the Pierside Saints in Dana Point. Before the workday starts you'll find Brian surfing in the lineup at Boneyard or at CrossFit. He also enjoys golf, being outdoors and a smooth reposado tequila.

Phone  360-918-9481

Simona Shevling joined Hale Lamb & Associates in October 2021 as a Client Care Specialist.  She brings four 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.

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.

After over 20 years in the financial services sector, Natalie Terrasas is now retired. She was passionate about her work, finding joy in assisting clients in pursuing their monetary goals. With a strong focus on building lasting relationships, Natalie took pride in providing personalized guidance tailored to each of her 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 set her apart as a compassionate and trusted advisor.

Alisa Van Frank joined the team in November of 2021 as the Virtual Assistant Manager with over a decade of experience with LPL Financial as well as corporate experience in the Portland area. Alisa loves to help others and has been a part of many aspects of the service experience from greeting clients, to planning events, and scheduling quarterly meetings. She has an Associate Degree and is always excited to learn new things and broaden her knowledge.

Alisa lives in Banks, Oregon and enjoys spending time with her husband, three children, four grandchildren and two dogs. She loves the outdoors in the summer and enjoys boating, paddle boarding, and hanging out with friends and family at the lake.

Katy joined the team in October 2021 as a Virtual Assistant and member of the Client Care Team. She brings 20+ years of industry experience and holds her Series 7 and Series 63 registrations with LPL Financial. She is a dedicated, hard worker and enjoys taking on a good challenge. Katy is passionate about the client experience and helping to solve problems.

Katy and her family enjoy spending time outdoors and traveling.