Team

Marcus Silverberg

Sr. Vice President | Investments

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

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.

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.