The Team
Kairos Wealth Partners
It’s never too early to begin thinking about leaving a legacy. We help our clients design a plan that’s consistent with their dreams and values — for today and tomorrow — and helps pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.

Our Advisors

Bill Barry

Bill Barry

Private Wealth Advisor

More about me...

Contact

bill.b.barry@ampf.com

818.227.9642

Designations

MBA, ChFC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Education

B.S., Business/Finance, 1980, University of Southern California, MBA, 1988, California State University, Northridge
CA Insurance #0777390

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Sean Blackwood

Sean Blackwood

Financial Advisor

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Contact

sean.blackwood@ampf.com

818.227.9642

Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Saving for Education

Education

Pepperdine University BA Business Administration
CA Insurance #0I34604

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Donna Silberman

Donna Silberman

Associate Financial Advisor

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Contact

donna.d.silberman@ampf.com

818.227.9642

Top Areas of Focus

  • Investment Management
  • Retirement Income Strategies
  • Retirement Planning Strategies

Education

B.A., Psychology, 1979, University of California, Los Angeles, M.A., Industrial Relations/Business, 1989, University of Minnesota
CA Insurance #0E61531

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Maria Tagliaferri

Maria Tagliaferri

Associate Financial Advisor

More about me...

Contact

maria.d.tagliaferri@ampf.com

818.227.9642

Top Areas of Focus

  • Retirement Planning Strategies

Education

BS - Business and Management, University of Redlands, 1991
CA Insurance #0H23663

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Scott Cohn

Scott Cohn

Financial Advisor

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Contact

scott.cohn@ampf.com

818.227.9642

Designations

MBA

Top Areas of Focus

  • Investments
  • Insurance
  • Retirement Income Strategies

Education

MBA, Management, California State University, Northridge, 2013, B.S., Business, Emphasis in Business Law, California State University, Northridge, B.S., Business, Emphasis in Finance, California State University, Northridge, B.S., Business, Emphasis in Real Estate, California State University, Northridge
CA Insurance #0G42367

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Giovanni Alvarez-Mena

Giovanni Alvarez-Mena

Financial Advisor

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Contact

giovanni.j.alvarezmena@ampf.com

818.227.9642

CA Insurance #0E90978

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Our Staff

Donna Nilson

Donna Nilson

Client Relationship Manager
More about me...

Contact

Donna.E.Nilson@ampf.com

818.227.9642 Ext. 107

Qualifications

  • Marketing and Client Relationship Manager since 2001, Notary Public

Roles & Responsibilities

  • Manager, oversees all aspects of service to our clients and coordinates all schedules and events. She is the primary contact person for any service-related issues
Jayne Farb

Jayne Farb

Business Development Manager
More about me...

Contact

jayne.farb@ampf.com

818.227.9642 Ext. 108

Qualifications

  • Joined out team in 2012

Roles & Responsibilities

  • responsible for ensuring all investment and insurance business is processed and funds are transferred in a timely manner. She opens new accounts and works in conjunction with our Home Office
Ryan McNicholas

Ryan McNicholas

Financial Planning Specialist
More about me...

Contact

ryan.mcnicholas@ampf.com

818.227.9642 Ext. 109

Qualifications

  • Bachelor Degree in business from California State University Northridge

Roles & Responsibilities

  • Investment and Financial Planning Analyst, assists in the development of client financial plans and analyzes the needs for investment rebalancing.
Donnell Leitner

Donnell Leitner

Administrative Assistant
More about me...

Contact

donnell.leitner@ampf.com

818.227.9642 Ext. 101

Qualifications

  • Notary Public

Roles & Responsibilities

  • Donnell manages all of the administrative work. She has over 20 years’ experience working in administrative rolls. She joined our team in June 2016.