Our Team

A Team Approach

Our hope is that you will discover that we emphasize strategy over product, are comprehensive in our process, and authentic in our relationships. We strive to take the complexity and frustration out of the picture, and believe clients take ease in knowing they are staying on the path towards financial independence.

We have your best interests as our priority.
We are accountable to you.
We customize strategies based on your unique situation.
We are down-to-earth – we understand that you may not be familiar with the jargon we use. We speak a common language.

Our team approach adds perspective and expertise to our tailored recommendations and guidance, providing increased benefits to our clients and their overall experience working with us.

Meet Our Team

Tori Samuel CRPC®, CFP®

President, Wealth Advisor

(818) 465-0210

(818) 465-0216

tsamuel@cognitive-wealth.com

Born and raised in Thousand Oaks, I attended the University of California, Santa Barbara. In my free time, I enjoy traveling, living an active lifestyle, and spending as much time as I can with my wonderful wife Jamie and our son...

Justin Arce CFP®, RICP®

Vice President, Wealth Advisor

(909) 852-4542

(818) 465-0216

jarce@cognitive-wealth.com

Born and raised in San Dimas, Justin now lives in Fontana with better half - Elizabeth (and of course Pumpkin - their well loved and spoiled dog). When he is not working, he is spending time with Elizabeth and Pumpkin, family and...

Kurt Mac Millan CPA, CPFA®

Wealth Advisor

(818) 465-0210

(818) 465-0216

kmacmillan@cognitive-wealth.com

Kurt received his undergraduate economics degree and teaching credentials from California State University, Northridge. Kurt taught high school economics and government for 5 years. After that he returned to Sonoma State University to...

Francesco Setola AWMA®

Wealth Advisor

(805) 657-2604

(818) 465-0210

fsetola@cognitive-wealth.com

Francesco joined the team in 2018, having previously worked with Prudential Securities. He received his Bachelors degree from San Diego State University where he majored in Economics. Francesco works on various types of financial needs...

Timothy Fitzgerald LUTCF, CFS, CRPS

Wealth Advisor/LPL Registered Principal

818-789-2482

818-465-0216

tfitzgerald@cognitive-wealth.com

Tim is a fourth generation Californian raised in the San Fernando Valley. He currently resides in Sherman Oaks where he has lived with his family for over 30 years. His hobbies include RVing, golf, and bike riding. He enjoys his...

Jennifer Zeidman

Executive Assistant

(818) 465-0210 ext 100

(818) 465-0216

jzeidman@cognitive-wealth.com

Jennifer was born and raised in Woodland Hills, California. She earned her undergraduate degree in Education from the University of Nevada, Las Vegas. Jennifer oversees the day-to-day operations in the office of Cognitive Wealth...

Shoniese Simon

Administrative Assistant

admin@cognitive-wealth.com

Shoniese grew up in Prince Georges County Maryland but currently resides in Charlotte, North Carolina. She enjoys reading, writing, and spending time with her family. Shoniese especially likes to try new types of cuisine with Charlotte...

Pumpkin Arce

Rancho Cucamonga Door Greeter and Guest Announcer

Although Pumpkin does not provide financial advice, she works closely with Tank as our Rancho Cucamonga door greeter. When she's not in the office, she enjoys going on hikes, chasing Justin's basketball, and is an integral part of the team.