Meet Our Team
Our team members possess diverse skills and extensive professional and educational backgrounds to ensure
that our clients receive the best possible care.
President & CEO, Wealth Preservation Strategist
Born in St. Petersburg (previously Leningrad) in the former Soviet Union, in the era of Communist Russia and the Cold War, Jack immigrated to the United States with his parents and brother as a young boy. The hope of freedom, capitalism, and the American Dream, began in the mind of his maternal grandfather, who was a high ranking officer and medical doctor in the Russian Army. He was on the front lines serving as a doctor during World War II and continued to practice after the war. He (along with Jack’s family) experienced first-hand religious persecution and the significant disadvantages of living in a socialist/communist country.
In 1979, Russia opened its borders to those wanting to flee that lifestyle, and offered those selected an opportunity to immigrate to the US. Jacks family was of those chosen. After arriving in the US and witnessing his parents’ struggles and sacrifices in their efforts to build a prosperous life from very little, Jack learned the true value of capitalism and wealth, along with what goes into
its accumulation and preservation. Jack’s parents are his heroes: they inspire him every day to help others preserve and protect the financial realization of their hard work and efforts.
After 23 years of practice, Jack has transitioned to managing wealth for a select group of highly successful clients, including retirees, business owners, and professionals. As a highly sought- after wealth preservation strategist, Jack assists select clients with protecting and growing their assets using innovative, highly advanced wealth preservation and growth strategies. Jack’s goal is to develop deep, intimate relationships and empower his clients so that they make critical and sound financial decisions today with the future in focus. The trust and rapport that is shared between Jack and his clients enables Jack to know his clients better and communicate even more effectively over time.
Employing kindness, compassion and integrity, Jack uses his experience, knowledge and the latest strategies offering peace of mind to those he serves. The comprehensive and holistic approach offered by Jack and his team goes beyond money itself. With Jacks help, his clients begin by learning their true purpose for money. Following a comprehensive process, that purpose is then aligned with each plan offering the best chances of reaching and maintaining specific life goals.
Jack is the President of the Woodland Hills, California chapter of a non-profit charity called the American Financial Education Alliance (AFEA). As the chapter President, Jack donates his time to teach financial literacy classes to the community at large offering hope to those who are feeling frustrated or overwhelmed by their financial future. Jack has been featured on Fox, CBS, NBC, ABC and Market Watch, and has been published by Kiplinger Magazine. He is a consummate public speaker and has helped mentor others interested in pursuing a career as an Elite Wealth Manager.
Jack is a happy husband and father of two boys.
Jack combines practical experience coordinating traditional and advanced estate planning methods with prudent wealth management and investment principles as well as proven risk management techniques.
The following are some of the solutions Jack provides for the unique needs of high net-worth individuals, including:
Advanced estate planning, including tax reduction and smooth asset transfer
Aggressive income tax reduction strategies
Ideal retirement lifestyle funding
Advanced insurance concepts for risk management
Special Needs Planning
Create a customized lifelong plan to guide all investing and spending decisions
Advanced and highly customized case design of life insurance, long term care insurance, disability insurance and property and casualty insurance
Counseling, coaching, and negotiating the purchase or sale of real estate, whether residential or commercial
Restructuring of assets and highly advanced college funding techniques to potentially qualify for more financial aid and counseling on best ways to fund college expenses
Founder and CEO:
Premier Wealth Advisors, Inc., a state registered investment advisor
Premier Capital Mortgage and Realty, Inc., a real estate brokerage
Premier Capital Management, Inc., a state registered insurance agency
The Stedge Group, a college planning company
University of California, Los Angeles (UCLA), Major: Psychobiology
University of West Los Angeles (UWLA) School of Law, Juris Doctorate (JD)
Certificate of Personal Financial Planning, Metropolitan State College, Denver
LICENSES AND DESIGNATIONS
State of California, Department of Insurance;
-Life, Health, Disability, Long Term Care License
State of California, Bureau of Real Estate;
-Real Estate Brokers license
Registered Investment Advisor (RIA), Series 65 Securities License
Accredited Investment Fiduciary® (AIF®)*
Certified Retirement Financial Advisor (CRFA) (inactive)
Certified Senior Advisor (CSA) (inactive)
* Designees demonstrate that they have met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients. Fi360 is accredited by the American National Standards Institute (ANSI) for the AIF® Designation, making the designation part of an elite group of accredited designations recognized by FINRA.
Wealth Preservation Strategist: Las Vegas Branch
Eric Krattiger is a licensed Real Estate Broker and licensed Mortgage Broker (Nevada). He is also a registered Mediator with the state of Nevada. Originally from California, Eric has worked as a realtor and financial adviser for over 25 years in the states of Oregon, California, and Nevada. Eric heads our
office in Las Vegas so that he can better serve our growing client base in that region.
Client Relationship Manager
Vesselina graduated from the University of San Diego with a Bachelors degree in Marketing and an Associates in Business Administration. Her previous roles have always been customer service oriented and she carries out the responsibilities with her clients in mind. With marketing as her focus, she enjoys engaging with our clients and creating content to engage with them on a daily basis.
Brianna is an adept problem-solver who consistently strives to grow. She uses her experience in investor relations and hospitality to assist the PWA team with administrative responsibilities, client communications and “white glove” client relationship management. She strives to make our clients lives easier by increasing organization and efficiency. Brianna’s approach goes well beyond dedication. She is intelligent, observant and proactive. “Surprise and delight” are often heard when our clients describe their experience with Brianna. She goes out of her way to make clients feel noticed and special and consistently exceeds expectations. Her generous personality and genuine caring nature, ensures that each client is well taken care of.
As President of the Model United Nations in college, Brianna not only gained strong leadership skills, but the ability to connect with people from all different backgrounds. Obtaining a Bachelor’s degree in Political Science and double minor in Spanish and Peace & Social Justice Studies, Brianna also enjoys working with families who are part of PWA’s college planning program.
Taking her experience into the professional setting, Brianna found her niche in operations management by working across multiple departments throughout her career. Exposed to each branch of administration, Brianna loves getting to know clients from around the world.
Client Support Manager
Ursula Tobler was born and raised in Switzerland and has over 25 years of experience in a Tax and Probate Law Firm She also worked as Director of HR/Finances and Operations in a Law Corporation. Additionally, Ursula is a licensed insurance agent registered with the state of California. Ursula is meticulous in providing financial advisory support to our clients,
ensuring that their individual cases
are taken care of.