Broker Check

Team

Tori Samuel, CRPC®, CFP®

President, Wealth Advisor

(747) 233-7058

(818) 465-0216

tsamuel@wradvisors.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...

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Kurt Mac Millan CPA, CPFA®

LPL Financial Advisor

(818) 465-0210

(818) 465-0216

kmacmillan@wradvisors.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...

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Francesco Setola, AWMA®

LPL Financial Advisor

(805) 657-2604

(818) 465-0210

fsetola@wradvisors.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...

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Tank Samuel

Door Greeter and Guest Announcer

Although Tank does not provide financial advice, he's really good at playing fetch, going on hikes, and is an integral part of the team.

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