Our investment professionals offer over 130 years of combined experience in comprehensive wealth management and investment strategy. The foundation of any truly successful business engagement is a trustworthy relationship. Our team of advisors and staff are focused on building meaningful, long-term relationships with our clients that yield a multitude of dividends.
Your Team, All Together
Having founded Optivest in 1987, Mark has managed the investment portfolios of several of the nation’s wealthiest families and is the author of the book Cash Out, Cash In – The After Success Investment Guide. Mark is passionate about legacy planning and heir preparation, and often finds a great fit with those guided by faith seeking to impact others with generous giving.
Bringing over 25 years of diverse financial industry experience, Leslie specializes in advising women and personal financial planning to promote financial competency and literacy for those in wealth accumulation and wealth preservation phases. Leslie also researches and introduces direct investment opportunities to the Investment Committee for consideration in client portfolios.
Building on 25 years of industry expertise as a Certified Financial Planner (CFP®) and investment advisor, Bart specializes in financial planning and investment management for professionals, families and business owners desiring economic independence. He is passionate about creating a plan for true wealth and a purposeful life.
Stella Choi holds the esteemed Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations and is responsible for researching, developing and maintaining investment portfolios to fulfill the Optivest diversified portfolio allocation specifications by diversifying portfolios among best-in-class, cost-efficient funds and managers.
Letitia Berbaum is dedicated to providing quality investment and strategic planning solutions to her clientele. Passionate about helping clients navigate the intricacies of investing, she specializes in wealth management, wealth transfer strategies, and strategic planning for business owners who desire an exit plan.