Robert founded Manchester Financial in 1990. Prior to founding Manchester, Robert was the Associate Treasurer at Pepperdine University. He was responsible for the University's corporate finance function including cash and debt management, as well as the institution's $250 million investment portfolio, which required him to be involved in asset allocation, portfolio analysis and manager evaluation, as well as house investments for major donors.

From 1991 through 2003, Robert also served as an Adjunct Professor at Pepperdine, where he taught investment, accounting, and finance courses. He was previously with Arthur Young & Co., serving in both the International Taxation and Merger & Acquisition Departments. Robert earned both his MBA and BS in Accounting from Pepperdine University. He currently serves on the Board for Pepperdine’s Seaver College and chaired the Investment Committee for the Ventura County Community Foundation’s Endowment portfolio, and is a member of Ed Slott’s Elite IRA Advisors.

Robert is an avid runner, loves to travel and read historical biographies, and enjoys skiing and snowboarding.

Alan joined Manchester Financial in 1995 after several years at Charles Schwab & Co., where he was responsible for serving high net-worth clients and also taught courses in financial planning, trading techniques, and retirement strategies.

Prior to working at Schwab, Alan was a consultant to the State of California in the rescue of the Executive Life Insurance Company and worked on the merger of Bank of America’s and Security Pacific’s mutual fund departments. He has an MBA from Pepperdine University and a BA in Economics from Brigham Young University. Alan has served on several boards, including Real Spirit, Alliance for the Arts, Sherwood Country Club, and was President of the Wellness Community, a national cancer charity. He has also been involved with local charities including Casa Pacifica, Cancer Support Community and the Boys and Girls Club of Ventura County.

In Alan’s free time he enjoys hiking, golf and tennis.

Laura spent over a decade in financial services at Capital Wealth Management before joining Manchester Financial. During her tenure at CWM, Laura managed all aspects of clients’ accounts including cash management, insurance analysis, and portfolio rebalancing. She has also earned both the CERTIFIED FINANCIAL PLANNER™ certifications and Certified Divorce Financial Analyst™ certification. She has a BS in Business Administration & Economics from St. Mary’s College and an MBA from Golden Gate University.

Laura enjoys home improvement projects, spending time with husband and her two mini dachshunds, circle of red member American Heart Association (Go Red for Women), antique shopping, wine tasting, hiking and visiting national parks.

Steve joined Manchester Financial after spending several years as an advisor at Wells Fargo and Merrill Lynch. Prior to working in the financial services industry, Steve had an extensive career in the medical device industry and served as a Regional Director for several manufacturers. He received his BA in English Literature with a minor in Business Administration from the University of California at Berkeley. Steve has served as a Director of the Laird Norton Family Foundation and on its Finance Committee.

Steve follows the long-standing Manchester tradition of volunteering his time. He has helped out with high school sports, a military service organization - "America Supporting Americans," and with his church.

Julie joined Manchester Financial in 2005 as an Operations Assistant and now heads up our Client Services Team. She oversees the onboarding process for new clients, the movement of cash and assets, as well as all withdrawals and distributions. Julie is a graduate of California Lutheran University in Thousand Oaks, where she played four years of Division III women’s basketball and earned a BS in Business Management.

In Julie’s free time, she enjoys being outdoors and spending quality time with family and friends. She also thoroughly enjoys volunteering with the Special Olympics of Southern California by coaching a basketball team.

As a Client Services Specialist at Manchester Financial, Ricardo is responsible for supporting the advisory team on client-related tasks. He assists with the onboarding of new clients and account maintenance of existing clients. Prior to joining Manchester, Ricardo served as the Operations Supervisor at Financial West Group where he performed all aspects of operations, client services, and administration. Ricardo studied Business Administration and Management at Moorpark Community College and California State University Northridge.

Ricardo stays active by playing ice hockey and soccer on local adult leagues, and hiking near the beach. He loves the outdoors, and enjoys camping and taking out the jet skis at the lake.

Natalie joined Manchester Financial with over ten years experience in the financial services industry including Bank of America. Natalie’s experience includes client services with specific expertise in alternative investments. At Manchester, Natalie is responsible for all aspects of alternative investments including account openings, processing alternative investment paperwork, cash sweeps, and account maintenance.

Gabrielle joined Manchester Financial as our Office Manager in 2017. She is responsible for maintaining and ensuring the smooth running of all office services by organizing the day to day office operations, procedures and administration. Prior to Manchester, Gaby served as the Office Manager for various luxury hotels and a high-end furniture manufacturer. She makes it her priority to make sure Manchester clients feel at home and all their needs are taken care of.

Mark joined Manchester Financial after 37 years with Southern California Edison. During his career with Edison, Mark was responsible for the external coordination of company issues and programs with the government, customers, community groups, and the media. He retired as Deputy Director of Metro Local Public Affairs. Mark has served on and chaired numerous boards including the Chambers of Commerce of Santa Monica, Malibu, Culver City, and Camarillo. Mark was also a member of the Pepperdine Crest Board. He has a BA from California State University, Northridge and an MBA from California Lutheran University.

In his off time Mark enjoys golf, hiking, and playing in a Classic Rock band, which includes other active and retired Edison alum.