David F. Mraz
​Chief Investment Officer/Owner

Employee Since:
  • 2007

Financial Experience:
  • 44 Years

Education:
  • BS (Economics), Santa Clara University
  • MBA (Finance), Santa Clara University

Credentials/Licenses:
  • Series 65

Areas of Expertise:
  • Securities Research and Analysis
  • Custom Portfolio Construction and Management

Community Involvement:
  • Financial Advisor Central Catholic High School Foundation
  • Financial Advisor Stanislaus Community Foundation

Gloria Divanian Mraz, CPA
Chief Financial Officer/Owner

Employee Since:
  • 2008

Financial Experience:
  • 31 Years

Education:
  • BS (Business), Santa Clara University

Credentials/Licenses:
  • Certified Public Accountant (CPA)

Areas of Expertise:
  • Individual Taxation
  • Estate Planning
  • Estate and Trust Taxation

Community Involvement:
  • Past President Stanislaus County Estate Planning Council

Deidre Mraz Johnson
​Chief Compliance Officer/Owner

Employee Since:
  • 2008

Financial Experience:
  • 10 Years

Education:
  • BS (Economics), Santa Clara University
  • BS (Business), Santa Clara University

Credentials/Licenses:
  • Series 65

Community Involvement:
  • Founding Board Member Modesto Boys & Girls Club
  • Board of Trustees Gallo Center
  • Former President Santa Clara Central Valley Alumni Association

Douglas Johnson

Employee Since:
  • 2019

Education:
  • B.S. Finance; University of Missouri
  • MBA; University of Missouri

Credentials/Licenses:
  • Past President: Physician Hospitals of America
  • Chairman: Flt 232 Remembrance Committee

Areas of Expertise:
  • Governance and Board Leadership
  • Marketing and Strategic Planning

Community Involvement:
  • Board of Directors- Economic Development
  • County Coalition on Homeless
  • United Way Drive Chair

Michelle Gervase
Customer Service Manager

Employee Since:
  • 2007

Financial Experience:
  • 30 years

Community Involvement:
  • Volunteer Friends of Hospice
  • Leadership Modesto (Class of 2011)

Benjamin O. Johnson
​Chief Operating Officer

Employee Since:
  • 2014

Financial Experience:
  • 15 Years

Education:
  • BA (Ecology), University of Oregon
  • MBA (Finance), Thunderbird School of Global Management

Credentials/Licenses:
  • Series 65

Areas of Expertise:
  • Investment Banking
  • Commercial Banking
  • Commercial Real Estate Capitalization and Valuation

Barkley O. Johnson
Goldendoodle

Employee Since:
  • 2010

Education:
  • Obedience School Dropout

Areas of Expertise:
  • Greeting Clients
  • Begging
  • Power Walking