31111 Agoura Road, Suite 200, Westlake Village, CA 91361
Mark L. Sherin, CFP®, CLU®, CBEC®
Partner
(818) 540-6946
mark.sherin@osaicfa.com
Mel B. Bannon, CLU®, ChFC®, RFC, CBEC®
(818) 540-6950
Mel.Bannon@osaicfa.com
Richard A. Smith
(818) 540-6944
Richard.Smith@osaicfa.com
Financial Advisor
(720) 824-1099
zach.sherin@osaicfa.com
Chad M. Swanson
Practice Manager
(818) 540-6953
Chad.Swanson@osaicfa.com
Life Insurance Practice Manager
562-417-2456
glenda.wilkerson@osaicfa.com