Meet the professionals who can help you
Pursue Your Goals

We help individuals and families pursue their ideal retirements.

“You get one chance at retirement…”

What to expect with BML.

“You get one chance at retirement…”

What to expect with BML.

MEET THE BML TEAM

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

Brian Levy- Founder of BML Wealth Management

Brian Levy
Founder
As the founder of BML Wealth Management, Brian Levy works each day to ensure his clients feel comfortable and confident as they plan for their retirement future.

When Brian chose to work for a boutique wealth management firm instead of a large financial firm, Brian’s parents never failed to support his decisions — even when they weren’t easy to make. They always had his best interest at heart, not their own.

It’s that same support that Brian shows his clients at BML Wealth Management. Whether clients are in need of asset protection strategies, long-term care, inheritance planning, or an IRA rollover — or anything in between — Brian is there, ready to support them to make the best decisions for their future.

Brian is an Investment Advisor Representative, has passed the Series 66 securities exam, and is licensed in life and health insurance in California, allowing him to plan comprehensively for clients and act as a fiduciary. He also has a bachelor’s degree in Business Economics from the University of California, Santa Barbara.

In his free time, Brian loves to spend time with his wife, Ruth — his childhood sweetheart — their two daughters, Malina and Leila, and their son Sam. To this day, his mother is one of Brian’s biggest inspirations. When he’s not with family, Brian can be found cheering on his favorite team: the Los Angeles Clippers.

California Insurance License #0E50344

Shane Brosnan- Senior Advisor 

Shane Brosnan
Senior Advisor

Shane is a senior advisor at BML Wealth Management and has over 20 years of experience in the financial and insurance industry. He has passed the Series 7, 63, and 65 securities exams and holds life, health, disability, and long-term care insurance licenses.

Shane is a lifelong resident of Orange County and lives in Newport Beach, California, with his wife, Tiffanny, and their daughter, Piper, and son, Beck. His interests outside of work include coaching his children’s sports, enjoying live music, concerts, and outdoor sports, and traveling with family.

California Insurance License #0B66858

Anthony Serrano, CFP

ANTHONY SERRANO, CFP®
Financial Advisor

anthony@BMLWealth.net

Jordan Lisnock - Financial Advisor

JORDAN LISNOCK
Financial Advisor

jordan@BMLWealth.net

Kurtis Desousa - Financial Advisor 

Kurtis DeSousa
Financial Advisor

kurtis@BMLWealth.net

Natalie Shirley - Director of Operations

Natalie Shirley
Director of Operations

natalie@BMLWealth.net

Candace Horve - Client Service Specialist

CANDACE HORVE
Client Service Specialist

candace@BMLWealth.net

PAIGE KOURETCHIAN

PAIGE KOURETCHIAN
Business Development and Marketing Coordinator

paige@BMLWealth.net

Stephanie Brooks - New Business Specialist

Stephanie Brooks
New Business Specialist

stephanie@BMLWealth.net

Gina Vandergriff - Administrative Assistant

Gina Vandergriff
Administrative Assistant

gina@BMLWealth.net

Kory Desousa - Onboarding and Service Associate

Kory Desousa
Onboarding and Service Associate

kory@BMLWealth.net

ARILEY VALDEZ, FPQP®
Financial Paraplanner Qualified Professional

 

PATRICIA FAGERBERG
Client Service Specialist

 

TAX PLANNING TEAM

Areté Advisors

ANDREW DIXON, C.P.A.

TONY CHANG, C.P.A.

CODY HETHERINGTON, C.P.A.

ESTATE PLANNING TEAM

Albrecht & Barney

ERIC RAINES, ATTORNEY

JILLIAN C. KINSEY, ATTORNEY

Talk with BML Wealth Management

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