The Team

The advantages of working together online

The secure site on makes it easy for clients to collaborate with me as we work together to define and achieve your goals.

In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at, or contact me for help getting started.

Our Staff

Srdjan Nastasic

Financial Planning Specialist

Investment Manager
More about me...


  • B.A. Economics, California State University Fullerton- College of Business and Economics
  • International Masters in Quantitative Finance, University of Belgrade, Serbia

Michele Lewis

Practice Manager

Client Service Coordinator
More about me...


  • Michele retired as Assistant City Clerk for the City of Buena Park
  • She assumed management responsibility for all services/activities in the City Clerk's Office. Provided support in the preparation and administration of the department budget, and City Council meetings

Roles & Responsibilities

  • Michele is Derek's right hand woman. She helps keep the practice organized and on track, which allows him to spend quality time with his clients
  • You will likely hear from Michele when scheduling your regular review meeting, responding to an event invitation, making a service request, or contacting our office

Susan Ellis

Business Development Manager

More about me...


  • Suzy, as we all know her, is a semi-retired technical writer and worked in the aerospace industry for several years
  • She prepared instruction manuals, journal articles, how to guides/visuals, and other supporting documents to communicate complex and technical information more easily

Roles & Responsibilities

  • Suzy is building our online presence by connecting with clients and others who are looking for guidance on how to improve their financial future. She ensures our audience is engaged and well informed
  • Examples of online content Suzy shares include posts on lifestyle, financial education, upcoming client events in Manhattan Beach, and community participation opportunities in the South Bay