Planning Team

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.

Jordan has over 7 years of experience in financial services working with high-net-worth clientele at her prior firm, UBS. Her expertise is focused on financial planning and investment strategy implementation. She is passionate about helping clients find customized solutions to achieve their financial goals at Stella Oak. 

Jordan received her Bachelor of Arts in Economics from California State University Fullerton where she was a member of the Women in Business Leadership Program and the International Economics Honor Society. In her spare time, Jordan enjoys going to the movies, swimming, and attending concerts. 

Jordan has over 7 years of experience in financial services working with high-net-worth clientele at her prior firm, UBS. Her expertise is focused on financial planning and investment strategy implementation. She is passionate about helping clients find customized solutions to achieve their financial goals at Stella Oak. 

Jordan received her Bachelor of Arts in Economics from California State University Fullerton where she was a member of the Women in Business Leadership Program and the International Economics Honor Society. In her spare time, Jordan enjoys going to the movies, swimming, and attending concerts. 

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.

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.

Vivian Almeida comes to Stella Oak with 10 years of customer service and relationship building experience. She graduated from Texas A&M University in College Station, Texas with a B.A. in Psychology. Her attention to detail, efficiency, and desire for excellence makes her an asset to our team. In her spare time she likes to hike, paddleboard, and explore nature with her pup, Hazel and fiancé.

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.

We never REALLY know where Sam is since she works remotely in what is seemingly a 4000 square foot RV!  I did not know you could spend that much time doing things like building a deck for an RV and putting in closets. Sam brings a wealth of investment operations experience and a calming presence to our Team. She has fantastic organizational skills, a desire for constant improvement, and a “can do” attitude that makes our world a better place.

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.

Veronica Fierke joined Stella Oak Financial in 2022, and brings over 10 years of experience in the financial services industry. She was born and raised in New Orleans and attended Louisiana State University.  She is Series 7 and 66 licensed, as well as Life, Accident, and Health insurance licensed. She is dedicated to enhancing the client experience and deepening her client relationships. In her free time, she enjoys traveling, live music, and attending football games.

Katarina is a highly accomplished professional who has dedicated her career to helping people unlock their potential and achieve their dreams. After earning her degree in physics and chemistry, Katarina began teaching AP Physics at Murray High School. It was here that she discovered her passion for helping people and her love for problem solving. With her impressive skill set, Katarina now uses her superpowers to unlock doors for her team, helping them to achieve success and reach their full potential. Outside of work, Katarina enjoys spending time with her two daughters and indulging in her hobbies - riding her horse at the barn or cycling through the stunning red rocks of southern Utah. With her unwavering dedication and impressive track record, Katarina is a true inspiration to all who know her.

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.