Lodestar - Our Team - Meet Our Financial Advisors and Service Team

Our Team

Randy is an attorney and financial advisor serving both individuals and retirement plan sponsors. He graduated from Stanford University and subsequently earned graduate degrees in law and business from the University of California. He engaged in private law practice with Cooley Godward in San Francisco, and then became General Counsel of the investment banking firm, Hambrecht & Quist. In 1989, he joined Lodestar, and thereafter became a Certified Investment Management Consultant.

As a Certified Financial Planner, Scott has specialized in providing financial planning and investment management services to individuals and families since 1984. Following graduation from California State University, Chico he successfully completed GE Corporation's management training program in consumer finance in 1979. Additional professional education programs were completed through the College for Financial Planning and the Institute for Investment Management Consultants.

Kevin has over 20 years experience in serving individuals and families in the areas of Retirement Planning, Asset Management and Estate Planning. Before joining Lodestar, Kevin served as Vice President and Financial Consultant at Charles Schwab & Company. Kevin has held the CFP (Certified Financial Planner) designation since 1995, and is also an Accredited Wealth Management Advisor (AWMA) and Accredited Asset Management Specialist (AAMS). In addition, Kevin holds a B.A. in Business and Economics from Westmont College in Santa Barbara. When not helping clients or spending time with his wife Ellen, Kevin is likely to be playing or coaching competitive sports with his children, Katie and Jack.

Stephan is a Certified Public Accountant and Certified Financial Planner serving both individuals and businesses. Mr. Werth graduated from the University of California, Berkeley with a degree in Business Administration. He worked for Arthur Young managing both audit and tax engagements. Steve has over 20 years of business experience and has been the CFO of several companies in various industries. He has been advising small businesses and families since 1998.

As the firm's Wealth Manager, Peter is responsible for designing clients' financial plans, implementing investment portfolios and performing ongoing research on investment strategies and the economic landscape. He often serves as the liaison with the client's other financial service professionals, including tax professionals and estate planning attorneys. His financial planning experience is augmented by a diverse business background from his former role as a Business Strategy Consultant with PriceWaterhouseCoopers and CGE&Y. Please contact Peter with any questions about any of these financial planning or investment related issues.

Angela coordinates the delivery of financial services to the firm's high net worth clients and ensures that the office is running smoothly and efficiently. As part of our client-centered team, Angela supports all client communications and paperwork. Please call Angela if you have questions about your account documentation, the status or holdings in your account, or if you need to withdraw funds.

Candace handles all client service matters, especially as they pertain to accounts custodied at Charles Schwab. Candace manages and records client communications, along with Mr. Manley's scheduling. Please call Candace if you have questions about your Schwab account, need to withdraw funds or generate a special portfolio report.

Denise assists Scott Miller and Kevin Gray with their client servicing and communications needs and also handles general administrative duties for the entire office. In addition, Denise oversees the accounting and bookkeeping for the office.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® , CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.