Mark Van Mourick is the Chief Executive Officer of Optivest, Inc., and personally manages the investment portfolios of several of the nation’s wealthiest families. Mark established Optivest, Inc. over 24 years ago and has grown the firm’s managed portfolios to about 60 wealthy families through building strategic, diversified portfolios for his clients resulting in outstanding performance, consistent growth and referrals.

Mark has almost 30 years experience as a Money Manager and Registered Investment Advisor. Prior to opening his own firm, he was the leading retail stock broker of Smith Barney/Orange County. Mark leads Optivest, Inc. by example, defining common corporate goals that build integrity, excellent customer satisfaction and an environment of high moral consciousness and generosity.

In addition to his expertise in stocks and finance, Mark has extensive experience in business and real estate. He is the author of “Cash Out, Cash In – The After Success Investment Guide”, and is also an experienced investor in a wide variety of investment vehicles including stocks, real estate and venture capital. Mark frequently puts his money “side-by-side” with his clients.

Mark holds various NASD licenses including NASD Series 7, Series 63 and Series 24, is a graduate of the University of Southern California with dual Bachelor of Arts Degrees in International Finance and Business Management and serves on the executive boards of numerous companies.

In addition to his business achievements, Mark is founder and President of The Optivest Foundation which donates hundreds of thousands of dollars every year to Christian Ministries. Optivest, Inc. and Optivest Properties donate 10% of gross annual revenue to charities around the world and all employees and clients are encouraged to bring forward their ideas for charitable giving for consideration.

Warren W. Allan is President of Optivest Properties, LLC, the fully integrated property acquisition and management division of Optivest, Inc. Warren has over 25 years of financial and operational management experience during which time he has helped develop over 25 real estate partnerships to acquire self storage facilities in various regions nationwide. His company, Optivest Properties, has over 140 employees and focuses primarily on the self storage and multi-tenant investment properties and offers to locate, purchase and manage solely-owned individual properties on behalf of clients of Optivest, Inc.

Prior to teaming up with Optivest, Inc. in 2007, Warren was both the COO and CFO of Platinum Storage since its founding in 2000. While at Platinum, Warren grew the company’s client roster to over 65 properties, resulting in the company being ranked as one of the country’s top 15 self storage operations in 2006. Warren’s ability to identify solid investment properties and his strong property management skills brings value added investment opportunities to both Optivest Properties and Optivest, Inc. clients. He frequently invests “side-by-side” with his clients and holds equity positions in over 25 Self Storage Partnerships throughout the country.

Warren is a graduate of Biola University. He is a philanthropist and under his leadership, Optivest Properties donates 10% of gross annual revenue to charities around the world. All employees and clients are encouraged to bring forward their ideas for charitable giving for consideration.

Leslie Calhoun is Vice President of Optivest, Inc. Leslie is responsible for implementing investment strategies, providing client support services and investment performance monitoring. Working closely with Mark Van Mourick, Leslie employs over 20 years of investment experience to communicate investment ideas and updates to Optivest clients to provide the high level of personalized attention the firm strives to achieve.

Prior to joining Optivest, Leslie worked as an Institutional Sales Trader and Market Maker for several Broker/Dealers and has knowledge of insider and restricted shares, and IPO’s. In recent years, she has worked with private and public companies seeking capital to arrange financing with Hedge Funds and Venture Capital Investors.

Leslie holds various NASD licenses including NASD Series 7, Series 24, Series 55, Series 63 and Series 65. She holds a Bachelor of Arts Degree from the University of Louisville.

Susan Chubbuck, CPA, is the Vice President of Tax and Finance of Optivest, Inc. She has over 20 years of experience in public accounting, focusing on the taxation of individuals, foundations, trusts, estates and closely held businesses. She provides tax planning, compliance and defense services for wealthy families (many over $10 million in income). Susan has work experience in private industry in a number of financial positions. Through her experiences, she has practical "hands-on" knowledge of the issues facing Optivest’s clients. Susan also works closely with our investment team to offer tax efficient advice on managed accounts. She is a graduate of California State University Los Angeles in 1988 with a Bachelor of Science degree in Accounting.

Bio coming soon.

Shannon Patton serves as the Director of Client Services, and is the newest addition to the Optivest, Inc. family. It is our pleasure to offer clients even more personalized services, complete with full-time Concierge amenities. With a background in fine art, wine consulting, and hospitality, Shannon is eager to partner with clients for an array of specialty needs.

Previously, Shannon spent three years marketing for the arts industry, after spending time in London at Sotheby’s Auction House for Art & Business. Marketing and sales of established Contemporary art is one of her many passions, along with travel and collecting fine wine. Shannon has a Bachelor of Arts from Westmont College in Santa Barbara, with additional study in Florence, Italy. Extensive travel throughout Europe and Australia has given Shannon a global perspective, along with an affinity for living life creatively. Shannon invites you to stay posted for more special events and stimulating lecture series.

Kathi has been part of the Optivest family for over a decade. Since joining our team, she greets our clients, colleagues and friends who call or visit, with genuine warmth and a friendly smile.

Kathi is married and has three children.