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 grew. 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 they 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 Investment Planning, Estate Planning Strategies, Tax Planning Strategies 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. Before the workday starts you'll find Brian surfing at Boneyard or working out in his garage. He also enjoys golf, the 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.

In her role as a Sr. Financial Planning Consultant at LPL Financial, Jen supports Financial Advocates where she assists in developing and executing comprehensive financial plans. As a member of the LPL Financial Planning 

Group, Jen partners with advisors to deliver financial planning support by providing detailed data analysis and cultivating planning strategies to help advisors assist clients in pursuing their financial goals. LPL's Financial Planning Group is not affiliated with Hale Lamb & Associates, LLC. 

Jen's financial services career began in 2019 where she served various roles in financial planning prior to joining LPL Financial in 2025. She has worked as a financial planner working closely with advisors developing, presenting and implementing their client's financial plans. Jen received her Bachelor of Science in Corporate Finance from Salisbury University and is a CFP® practitioner. She also holds a Series 66 and Series 7 license.

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.

Gary Lamb is a graduate of Fresno Pacific University and a founding presence at Hale Lamb & Associates. He and his wife, Janice, have lived in the Fresno area since their marriage in 1974 and have two married daughters and four grandchildren.

Gary was known for his steady guidance, collaborative approach, and genuine care for the people he served. Now retired, he leaves behind a legacy of transparency and professionalism that continues to influence Hale Lamb & Associates today.

In retirement, Gary enjoys time with his family, golfing, fishing, competitive shooting, and camping with his grandson.