Our Team

Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Find a Financial Professional

Dana Toth
Gregg Turkin
Marcus Silverberg

Dana Toth

Branch Operations Manager

(805) 497-7032

(805) 497-7124

dana@silverwm.net

Dana Toth is our Branch Operations Manager with over 20 years’ experience in the financial industry. As our Branch Operations Manager with a strong work ethic, she is dedicated to providing exceptional service to our clients.

Gregg Turkin

Investment Adviser Representative

(805) 497-7032

(805) 497-7124

gregg.turkin@silverwm.net

Gregg is a great addition to the team , he spends a lot of time with portfolio analysis and meeting with his clients.

Marcus Silverberg

Sr. Vice President | Investments

(805) 497-7032

marcus@silverwm.net

With over 20 years of extensive experience, his attention to detail and high standard of customer service is thorough and admirable.