Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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Our advisors

Scott Pollak

Private Wealth Advisor

Learn more about Scott Pollak Visit Scott Pollak's website

Michelle N Pollak

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Michelle N Pollak Visit Michelle N Pollak's website

Nancy Tran Laroco

Associate Financial Advisor

Learn more about Nancy Tran Laroco Visit Nancy Tran Laroco's website


Our team

Nicole Geeting

Nicole Geeting

Office Manager

Personal Intro

Nicole has 10+ years of experience in client services, management, financial services and real estate. Her substantial background makes her a pivotal member to the Pollak & Pollak Wealth Management team. Nicole is responsible for administrative and operational support along with executing marketing strategies.

Roles & Responsibilities

  • She will be your point of contact for all administrative, Notary and marketing event needs.
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Diego Clavijo

Diego Clavijo

Client Service Specialist

Personal Intro

Diego is a graduate from the University of Nevada, Reno, where he earned his B.S. in Economics. His diverse professional background has shaped his strong leadership, organizational skills, and people-first approach. At our practice, Diego plays a key role in supporting financial planning, preparing client files, assisting with new account setup, and conducting stock analysis.

Qualifications

  • Bachelor of Science degree in Economics, University of Nevada, Reno

Roles & Responsibilities

  • Financial Planning Support: Assists with plan preparation and implementation.
  • Client Onboarding: Guides new clients through the onboarding process and account setup.
  • Investment Research: Provides stock analysis and supports portfolio review.
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Saurabh Rawat

Saurabh Rawat

Client Service Coordinator