Personal wealth solutions as diverse and discerning as the clients we serve.
Contact Us: (213) 243-4487
Amanda joined the Stella Oak Financial & Insurance Services team in 2017 after experiencing our personalized planning and seeing the impact we have in the community. She earned her Bachelor’s Degree in Chemical and Biomolecular Engineering from the University of Pennsylvania and her Master's Degree in Forensic Science from the University of New Haven. She previously ran a research laboratory at Yale University School of Medicine for five years before moving to the West Coast. Today, Amanda is responsible for researching financial solutions for our clients. In her free time, she likes to cook, hike, watch all sports and take road trips.
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.
Nora Cantwell brings her background in investment operations to Stella Oak. Prior to our firm, she worked for an online broker dealer and handled all facets of investment operations. She brings 17 years experience in the financial industry with her, and holds Series 7, 63, and 24. When she’s not busy with her two sons, ages 15 and 18; she enjoys travel and the art of Temari Balls.
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.
Amie Kelly joined Stella Oak Financial in 2021 and brings over 14 years of experience in the financial services industry. Prior to our firm, Amie worked with LPL Financial and Raymond James and brings a strong background as an Operations Associate, with a focus on the customer relationship and experience. Her strong knowledge of the business, as well as her dedication to client relationships, is a value to our team. Amie enjoys spending time with her family, reading, running, cooking and relaxing in the sun and sand.
Jessica helps women, young families, and couples, POC, and the LGTBQ+ community to accumulate, preserve, and distribute wealth through all the ups and downs of life. She knows that an effective financial plan begins with a meaningful and life-long relationship. This approach has allowed her to help numerous families in the Los Angeles area achieve their biggest goals.
Jessica was born and raised in Pasadena, CA. She attended Pepperdine University where she earned her BS in Business Administration with a Minor in Marketing.
She is a member of the Women and Latino Councils and an ally of the Black Caucus, LGTBQIA2s+, and Asian-American Councils.
Andrew is an Associate Wealth Management Advisor who believes in the power of advanced financial planning, tax efficient strategies and retirement distribution. He works with clients to identify their definitions of financial security and then focuses on solutions that can help make those financial goals a reality. He helps find the right solutions for personal, family or business needs
He has impacted over 100 lives and holds a Bachelor of Science in Biology from the University of Illinois Chicago.
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.
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.