MARCUS CRAWSHAW

 Marcus is a graduate of Loyola Marymount University in Los Angeles where he focused on Entrepreneurship, primarily through the Southern California Entrepreneur Academy.  Upon completing his Bachelors of Arts degree in Finance in 1994, Marcus spent the next 8 years working in corporate finance in a variety of roles.  These roles included: Consultant, Senior Financial Analyst, and Systems Administrator.  For the past 18 years, Marcus has been managing investment portfolios through a private investment group, as well as through individual accounts. Marcus holds the Certified Retirement Counselor ("CRC") designation granted by the International Foundation for Retirement Education ("InFre").

ADAM CRAWSHAW

Adam is a 1995 graduate of California State University, Dominguez Hills, where he graduated with a bachelors of Science degree in Finance. Adam spent the better part of 10 years working in a variety of roles for a single company in the retail management industry. In February 2000, he was Controller for a special project with the City of Los Angeles. Adam has spent the past 5 years managing investment portfolios and also has split his time the past two years as an educator.

In addition to this experience both partners are Registered Investment Advisers, successfully completing the NASD Series 65 examination.