Meet Our Team

Meet the professionals who can help you Pursue Your Goals

We help individuals and families pursue their ideal retirements.

Meet The BML TEAM

The team behind BML Wealth Management is made up of financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

Brian Levy- Founder

Brian Levy

Founder

Shane Brosnan - Financial Advisor

Shane Brosnan

Financial Advisor

Anthony Serrano - Financial Advisor

ANTHONY SERRANO, CFP®

Financial Advisor

Jordan Lisnock- Financial Advisor

JORDAN LISNOCK

Financial Advisor

Kurtis Desousa- Financial Advisor

KURTIS DESOUSA

Financial Advisor

Ryan Nguyen- Financial Advisor

RYAN NGUYEN

Financial Advisor

Jose Soria- Financial Advisor

JOSE SORIA, CFP®

Financial Advisor

Natalia Shirley- VP of Operations

NATALIE SHIRLEY

VP of Operations

Candace Horve- Client Service Specialist

CANDACE HORVE

Client Service Specialist

Paige Kouretchian- Marketing Manager

PAIGE KOURETCHIAN

Marketing Manager

Patricia Fagerberg- Client Service Specialist

PATRICIA FAGERBERG

Client Service Specialist

Kory Desousa

KORY DESOUSA

New Business Specialist

Ariley Valdez- FPQP

ARILEY VALDEZ, FPQP®

Financial Paraplanner Qualified Professional

Sophia Amato- Marketing Coordinator

SOPHIA AMATO

Marketing Coordinator

Amelia Dolbee

Amelia Dolbee

Administrative Assistant

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