Planning Team
Personal wealth solutions as diverse and discerning as the clients we serve.
Contact Us: (213) 243-4487
OUR ASSOCIATES
Brandon attended the University of Texas at San Antonio, where he majored in English Language and received his Bachelor’s Degree. After serving in full-time ministry and traveling throughout Latin America on missionary assignments, Brandon began his social media management and digital marketing career. Brandon joined Stella Oak Financial in 2023 and brings over ten years of traditional and online marketing experience.
Brandon lives with his wife, Rione, their four children, Mayah, Mikaela, Micah, and Malachi, and their pet Sulcata Tortoise, Donatello. Brandon is active in his local church and community and desires to be a beacon of truth and a positive example for the next generation. Brandon is a San Antonio Spur fan and enjoys playing Halo Infinite, pick-up basketball, and the trombone in his free time.
Liz Murcia joined Northwestern Mutual in 1991. During her 24 years here, she was worked in various positions in Client Servicing and Underwriting. She joined the Stella Oak team in 2015 as a Client Service Manager to handle the Underwriting process.
She is the proud Mom of two sons, age 27 and 24. Her hobbies include gardening and cooking.
Quinn Bernal joined Stella Oak Financial after many years of helping her family manage real estate and other investments. Quinn’s exceptional real estate experience is an asset to our clients as they look to expand their planning.
Quinn also has an incredible sense of urgency and her attention to detail will bring an incredible experience to our clients. Quinn attended the University of Nevada, Reno where she earned a Bachelor of Science in Business Administration with majors in Finance and Economics. She enjoys traveling, snowboarding, and playing tennis.
Dana has been in financial services since 2019. She believes a strong financial plan can help positively impact every aspect of someone’s life. She has dedicated her career to empowering women and members of the African American community to help them build wealth for generations to come.
Before transitioning to the financial services industry, Dana worked for Fortune 500 Companies in many areas of healthcare sales including Pharmaceuticals, Biotech, Medical Devices and LTC Pharmacy.
Dana holds a Bachelor of Arts in Communication from American University in Washington, DC. She has earned her Series 6 and Series 63. In her free time, she enjoys spending time traveling, ballroom dancing and conducting genealogical research.
Alejandro began his career at Northwestern Mutual as a College Intern. While in the internship program he was mentored by Andrea Williams and achieved the Power of 10 accolade for his successful work in garnering a clientele. While interning at Northwestern, Alejandro completed his degree, and immediately began working with the Stella Oak-Chicago team. With his strong organizational skills and outstanding follow up, he has provided an excellent client experience.
Working for the company runs in the family as his two older brothers are also Financial Advisors out of the Chicago office. In his free time- Alejandro loves to spend time with his big family, a fan of theatre, cinema, and travel.
With years of experience as a Division 1 level soccer player, Ashley truly understands the importance of teamwork, systems, and discipline. She brings all of that to our Team in addressing the operational needs of our investment clients. She works directly with our advisors, clients, and other Team members to open accounts, transfer money, and myriad other servicing needs. When we are lucky, she brings her sweet dog, Brodie, to the office.
OUR PRINCIPALS
Suneel began his career as an accountant after earning a B.S. in Accounting from the University of Southern California. After a few years at Ernst & Young LLP, he earned his MBA from the University of Virginia (Darden School). Suneel made the transition into financial planning after running a privately held firm as the CFO/COO for several years. In addition to his knowledge of accounting and tax codes, Suneel also maintains the Chartered Life Underwriter (CLU®) designation, which helps him approach clients from a dynamic planning analysis perspective.
Suneel lives in Los Angeles with his wife, Sharmila, along with their children, Kamran and Alia, and their Old English sheepdog, Madison. He gives back to his alma maters by mentoring with the Career Advantage Program at USC and acting as President of the Los Angeles Alumni Chapter for the Darden School of Business (UVA). He is both a Trojan football and Dodger baseball fan and enjoys playing softball, riding his bike and playing golf in his free time.
Brandon Matloff has been representing Northwestern Mutual since 2007. He attended the University of Colorado, where he majored in Finance and received his Bachelor’s Degree in Business. Continuing his professional development, Brandon obtained his Certified in Long-Term Care (CLTC) designation in 2011. He became a Wealth Management Advisor in 2013 and operates out of the company's West Los Angeles office.
Brandon is a second generation financial representative with Northwestern Mutual; his father has been in the business for over 30 years. He and his wife, Sarah, reside in Manhattan Beach with their two daughters, Stella and Sadie, and enjoy volunteering in the local community.