THE AFN TEAM

Brett S. Ellen, CFP®
Financial Advisor,
Securities America Advisors
bellen@afn-net.com

As the founder and president of the company, Mr. Ellen defines and designs investment strategy at American Financial Network. He manages and oversees the content of all portfolios. He is a General Securities Representative and Principal with Securities America, Inc and holds the following licenses: 6, 7, 22, 24, 63 & 65. He is also licensed to sell Life, Health & Disability Insurance. Throughout his career, Mr. Ellen has been honored frequently by colleagues for his outstanding performance in investment management and client service.  CA Insurance #0655679.

Keith Ellen, Financial Advisor,
Securities America Advisors
kellen@afn-net.com

Keith Ellen has over 20 years experience in the investment and insurance industries. He assists in the investment planning process and with client reviews. He also serves as a liaison with corporate and business clients setting up 401(k) plans. He is a Registered Representative of Securities America, Inc. and holds the following licenses 6, 7, 22, 63 & 66. He is also licensed to sell Life, Health & Disability Insurance.  CA Insurance #0738342.

Jeff Hall, Financial Advisor
Securities America Advisors
jhall@afn-net.com
Website

Jeff Hall has over 20 years of experience in the legal, insurance and financial services industries. He has a degree from CSU, Long Beach in Criminal Justice and Business Administration and he got his Juris Doctorate of Law from Northrup University in 1983. An experienced professional and a great asset to AFN, Jeff specializes in benefits, insurance and retirement planning. He holds the following registrations: #7, 6, 63, 65/66, Life & Health, Fire & Casualty, CA Insurance License #0B85321.

Martin Wasser, CPA, Financial Services Advisor
Securities America Advisors
mwasser@afn-net.com

With a deep and broad range of financial services skill sets, Martin Wasser has more than 30 years experience in accounting, insurance, mortgage and financial planning. He received his Accounting Degree from CSU Northridge and got his CPA Certification in 1982. He is also a licensed Real Estate Broker. A great asset to the AFN team, Martin holds the following registrations: #7, 66, Life & Health, Fire & Casualty. (CA Insurance License #0805550.)

Sandi Stepp, Administrative Director
sstepp@afn-net.com

Overseeing general office operations, Sandi has been Brett’s personal assistant for over 15 years. Among her many duties, she coordinates all department activities and is responsible for setting Brett’s busy appointment schedule. She also serves as Notary for American Financial Network.

Denise Villanueva, Managing Director
dvillanueva@afn-net.com

Denise has over 20 years of experience in business marketing & development and has worked for The Walt Disney Company, Magic Johnson Enterprises, IBM and the Los Angeles Raiders. She oversees growth & development of AFN and serves as a company liaison. Denise has a degree in Economics from UCLA.

Elizabeth Pourrahimi, Accounting Manager
bpourrahimi@afn-net.com

Beth has a BS degree in Business Administration from Columbia Southern University and has worked in the accounting and finance industries for over 10 years. She is responsible for performing general business & office accounting duties for AFN along with client billing.

Joanna Hampton, Director of Operations
jhampton@afn-net.com

Joanna is responsible for executing and overseeing financial transactions in the operations department. She has a BS degree in Political Science from University of Southern California (USC). She is a Registered Representative of Securities America, Inc. and holds the following Securities licenses: 7, 24, 51, & 66. She is also licensed to sell Life, Health & Disability Insurance and has completed the first two sections of her CFP training.  CA Insurance #0C45805.

Ryan Badger, Director of Client Services
rbadger@afn-net.com

Before joining the American Financial Network team, Ryan had several years of client services experience in both the financial and mortgage industries and did his studies at California State University at Northridge (CSUN). As Director of Client Services for AFN, he works with the Operations Department servicing individual and corporate clients accounts. His primary responsibility includes processing data and preparing plans and presentations for client meetings. Ryan holds the following licenses: 7, 66.

Thomas Dodd, Account Services Manager
tdodd@afn-net.com

A graduate from the University of Washington, Thomas Dodd assists the operations department in the daily administrative management of client accounts, In his last position, Tom served as an Account Executive for Diversified Financial Concepts. In order to further his industry knowledge, Thomas has obtained the following securities licenses: 6,7,26,63,66. CA Insurance #0D46546.

Natalie Herrera, Account Services Assistant Manager
cforcier@afn-net.com

Natalie assists the Operations Department in many areas of client services. As Account Services Assistant Manager, her duties include doing research and preparation for client meetings, reporting & account verification, and processing data & information for client accounts.

Teri Jelinski, Account Services Assistant Manager
tjelinski@afn-net.com

Teri works with AFNs Operations Department assisting with numerous business related tasks including research and preparation for client meetings, reporting and account verifications. She graduated California Lutheran University with a degree in Business Management and has extensive experience working in accounting and business administration.

Sara White, Account Services Assistant Manager
swhite@afn-net.com

Sara has a strong accounting and banking background and has previous work experience in Customer Service for Ventura County Business Bank and City National Bank. As an Account Services Assistant Manager for AFN, she helps the Operations Department in many areas of client services. Her duties include doing research and preparation for client meetings, reporting & account verification, and helps process data & information for client accounts. Sara is currently studying for her Series #7 License.

Shawn Warren, Senior Portfolio Strategist
swarren@afn-net.com

Shawn has a BS degree in Business Administration from California State University Northridge (CSUN) with an emphasis in finance and real estate. As the chief analyst in our Advisory Services Division, he is responsible for providing research data supporting client portfolios. Shawn has worked for American Financial Network for over 10 years and is a Registered Representative of Securities America, Inc. He holds the following Securities licenses: 6, 7, 63 & 66.

Blair Van Buren, Corporate Services Director
blairvb@afn-net.com

Blair Van Buren heads up our Corporate Services Division. Working directly high-end business and corporate clients, he oversees the specialized Benefit Planning Process providing essential research, analysis, strategy recommendations. He is a graduate of University of California, Irvine (UCI) where he obtained his BA degree in Economics while keeping a double minor in Spanish and Business Administration. Prior to joining AFN, Blair held numerous positions working with the U. S. Olympic Committee. Blair is a Registered Representative of Securities America, Inc. and holds the following Securities licenses: 7 & 66. California Insurance License #0E00706.

Jeremy White, Corporate Services Client Manager
jwhite@afn-net.com

As Corporate Services Client Manager, Jeremy has the primary responsibility of managing corporate client accounts including scheduling and assisting with benefit enrollment meetings, doing research, preparing presentations and is responsible for maintaining client relationships. Prior to joining the AFN team, Jeremy worked at Santa Barbara Bank and Trust where he was a relationship manager in their Wealth Management Division.  A graduate of Cal Lutheran University, Jeremy began his career as Golf Professional and worked in Golf Facility Management.

Ari Fidler, Client Services Manager
afidler@afn-net.com

As Client Services Manager, Mr. Fidler will have the primary responsibility of helping oversee all aspects of client accounts including communication, research and presentation development. He will also be responsible for maintaining relationships with other financial service professionals involved in the financial planning process to ensure a comprehensive and synergistic planning approach for all clients. He holds the following licenses: 7 & 66 and is also licensed to sell Life, Health & Disability Insurance. CA Insurance #0G61855.

KC Ellen, Administrative Assistant
kcellen@afn-net.com

As an Administrative Assistant, KC Ellen works closely with his father, Keith coordinating client meetings, organizing client files and assisting with the assembly of financial plans. KC graduated Moorpark High School and attending Moorpark College. He is currently studying for his Series #6 License.