Jim Walsh; Co-Founder, Principal and Registered Representative with Private Asset Group, Inc., has specialized in real estate and tax advantaged investments for a decade. Mr. Walsh earned his bachelor’s degree in Mechanical Engineering in 1983 and his Masters in Business Administration in 1987, both from Michigan State University. His extensive background includes 20 years in the energy industry, specializing in development, project management and asset management of electric power plants both domestically and internationally. Mr. Walsh has owned Tenant-in-Common properties since 1998 as well as various other energy investments since 1999. He is a registered General Securities Principal, Series 24, a Registered Investment Advisor (RIA), Series 65, and holds his Series 7 & 63 securities licenses as well. He lives with his wife and three young boys in San Clemente, CA.

Burke Dambly, Co-Founder, is a Principal and Registered Representative with Private Asset Group, Inc., and has specialized in individual and real estate taxation for 17 years. Mr. Dambly's experience includes positions as a field agent for the Internal Revenue Service, a supervising senior tax specialist for KPMG Peat Marwick and a partner of a local accounting firm. He obtained his bachelor’s degree in Accounting from Montana State in 1986. Mr. Dambly has also completed coursework for his Master of Business Taxation from Golden Gate University. He has obtained his NASD general securities principal, Series 24, his Financial Operations Principal, Series 27, and holds his Series 7 and 66 securities licenses. He lives with his wife and family in Orange County, CA.

Daryl M. Holzberg joined Private Asset Group, Inc in 2006. He has had experience in the financial services industry since 1994 as both a registered representative and in senior management positions with national broker/dealers. He has held the position of President of both a NASD member firm and a Registered Investment Advisory firm. Mr. Holzberg graduated from the University of California, Los Angeles in 1992 with a bachelor’s degree in Political Science. He has achieved his NASD securities principal license, Series 24, as well as his NYSE securities principal licenses, Series 9 and 10, and holds his Series 7, 53, 63, and 65 securities registrations and California Insurance license. He lives with his wife and daughter in Orange County, CA.

Joe DeLuca has been servicing clients in the financial services industry since 1987. Currently, he is a Managing Member of Education Financial Group, LLC and Vice President of DeLuca and Sweeney Enterprises. He services clients with his business partner Matthew P. Sweeney.

As a Managing Member of Education Financial Group, Mr. DeLuca has presented hundreds of financial planning workshops to thousands of working families and retirees across the state of Massachusetts. Together, Mr. DeLuca and Mr. Sweeney are assisting clients who appreciate safety of principal, aggressive income planning strategies and comprehensive financial planning.

DeLuca and Sweeney Enterprises is a separate entity that was created to operate a tax preparation business in the state of New Hampshire. Mr. DeLuca and Mr. Sweeney take great pride in providing their clients with such a comprehensive service.

Before creating Education Financial Group and DeLuca and Sweeney Enterprises, Mr. DeLuca worked in corporate America. As the president of OneCore Securities Inc., Mr. DeLuca was responsible for the oversight of broker dealer operations, sales and distribution. OneCore Securities Inc. provided on-line financial services to small businesses and entrepreneurs. OneCore Securities Inc. was a registered broker dealer, member SIPC, NASD and wholly owned subsidiary of OneCore.com. OneCore.com was a privately held company with backing from Century Capital Management, Paine Webber, Merrill Lynch, CMGI@Ventures and others.

Mr. DeLuca also spent nine years at Fidelity Investments in various roles. He was responsible for the sale and distribution of Fidelity’s active trader brokerage account, Spartan Brokerage. He also managed Fidelity’s high net worth customer accounts in the Boston office with over 250 clients and over 1 billion dollars in assets under management.

Mr. DeLuca currently resides in Winchester, MA with his wife, Michele, and four children.

Cannen Ferrell is a Registered Representative with Private Asset Group, Inc. With the help from his wife and business partner Kelly Ferrell the two formed Presidents Financial LLC located in Ft. Worth Texas; where they have been helping their clients achieve their investment goals since 2002. Mr. Ferrell has served on several advisory boards, the most recent being for Medical Capital Management. Mr. Ferrell has been securities licensed since 1998. He currently holds his Series 7, 6, 63, 65 securities license in addition to his Texas Life and Health insurance license and his Long term Care License. He and his wife Kelly and their 4 children live in Ft. Worth, Texas.

Joel Fihn has worked in Real Estate and Financial Investments for the past 8 years. Most of his experience comes from Wholesale Real Estate Finance Investing where he was a Platinum Producer in both Sales and Corporate Management. In 2005, Joel moved his professional practice to Private Placement Investments to effectively serve the needs of his clients and to accommodate today's market climate. Joel attended undergraduate and graduate school at San Diego State University where he participated in collegiate and professional athletics and completed his graduate internship at Stanford University.

James Gregath is a registered representative with Private Asset Group, Inc. He has been a registered representative since 1996, specializing in tax-advantaged investments. Mr. Gregath earned a B.S. in Petroleum Engineering Technology from Oklahoma State University, and an M.B.A from the University of Oklahoma. His professional experience includes 9 years as a petroleum engineer, and 13 years as an entrepreneurial business owner. He currently holds Series 6, 63, 7 and 24 securities licenses, and lives with his wife and two daughters in Orange County, CA.

John Hannan, CFP earned a B.S. from Cornell University in 1978. He has been a registered representative since 1986 specializing in prudent alternative investments for affluent families. He is a member of the Board of Directors of FrancisCorp Families, a Catholic lay organization whose volunteer members seek to make a difference in confronting needs of the less fortunate in our society. For the past 5 years he has also served on the advisory board for Medical Capital Management. He currently holds Series 7, 3, 6, 22, and 63 securities licenses. John lives with his wife Regina and maintains homes in both New York and California.

Aionna Joe is a Registered Representative with Private Asset Group, Inc., and Vice President of Scalla Advisors since 2002. Ms. Joe has her Series 7, 6, and 63 securities licensing and her California Life license. Over the years, she has developed a specialty in working with retirees and those transitioning into retirement. She has been actively involved in TIC1031 real estate exchanges and alternative investments.

Aionna Joe graduated from the University of California Berkeley and resides in Orange County, CA. In her spare time, she and her husband are busy figuring out parenting with their firstborn baby boy.

Scalla Joe is a Registered Representative with Private Asset Group, Inc., and CEO and President of Scalla Advisors. Ms. Joe has been a principal of her firm and has had built her business since 1992. She has her Series 26, 7, 6, and 63 securities licensing along with her California Life license.

Not only does Ms. Joe cater to the high income, high net worth clientele, she also focuses her attention on educating the Korean Community on tax efficient investments, 1031 real estate deferral strategies and alternative investments. She strongly believes in building the community and has served on the Board of Directors for Evergreen Lion’s Club. Currently, she and her husband are in the middle of major home improvement in Torrance, CA.

Mr. Johanning is a Registered Representative with Private Asset Group, Inc. Mr. Johanning has more than 25 years of entrepreneur experience in several aspects of real estate and business development. Since 2000, Mr. Johanning managed two financial planning offices in the Las Vegas area specializing in the securities industry for the retirement community. In the 1990's, Mr. Johanning managed the commercial lending for a California based mortgage company, Pacific West Mortgage Company, in Las Vegas, Nevada. He was responsible for closing over $300 million in construction, bridge and permanent loans for homebuilders and developers. Prior to moving to Las Vegas, NV, Mr. Johanning founded and developed Johanning & Associates in Newport Beach, CA, which dealt with several businesses in the southern California area for writing business plans, raising capital and advising on the development of the plan. In 1980 Mr. Johanning founded and developed Pro-Players West, Inc., a contract negotiating and financial planning services firm for the professional football, baseball and basketball athlete. Represented several NFL and MLB players and a couple NBA players. Mr. Johanning also produced, wrote, directed and recorded his own 30 minute/ 5-days-a-week radio program ("Let's talk about money") on KBRT and KKLA in southern California. From 1980-1985 Mr. Johanning served on Board of Director's for the Thesolonika Foundation; Marco Polo Italian Eatery; Rancho Damacitas, a home for abused children; and the Salt Company (part of Mariner's Church). Mr. Johanning holds a NASD Series 7 & 63 licenses a Nevada Real Estate Brokers license and a Nevada, California and Texas Insurance licenses. Mr. Johanning graduated from Stephen F. Austin State University, Nacogdoches, TX with a B.S. degree in Education. Mr Johanning has completed several courses related to real estate, securities and insurance practices.

Ray Kim, is a Registered Representative with Private Asset Group, Inc., a Registered Investment Advisor, and a Principal with Diligent Financial Group, Inc. Mr. Kim is a Certified Financial Planner™ with over 10 years experience in the field of financial services specializing in retirement and estate planning. Mr. Kim’s experience includes positions as a senior financial advisor with American Express Financial Advisors and business consultant with the CPA firm of PR and Associates. He has obtained his PFP (Personal Financial Planning) designation from University California Irvine, School of Business and Management and currently is a staff instructor for UCI. He currently holds Series 7, NASD, General Securities, Series 66, Registered Agent and Investment Adviser, Series 65, Uniform Investment Adviser Law, California Life and Health License and California Long Term Care License. He lives in Newport Beach, CA.

Steven Kim is a Registered Representative with Private Asset Group, Inc. Mr. Kim has held positions as a senior financial advisor and manager with American Express Financial Advisor and Ameriprise Financial. He is a Chartered Retirement Planning Counselor and has many years of experience working with families and professionals through comprehensive financial planning. He currently holds Series 7, NASD, General Securities, Series 66, Registered Agent and Investment Adviser, California Life and Health License and California Long Term Care License. Having obtained his Masters in Philosophy in Italy, he has lived extensively in France, Spain and Italy for many years. He currently lives with his wife and son in Glendale, CA.

Trevor Lattin is a Registered Representative with Private Asset Group, Inc. His career background includes working for two world class CPA and consulting firms, where he advised Fortune 500 clients and led large project teams, specializing in financial operations, process re-engineering, audit, and corporate governance. At Private Asset Group, Mr. Lattin advises his valued high net worth clients on their investment portfolios, with a specialty in Private Placements. He has personally invested in commercial real estate and Private Placements across the country. Mr. Lattin is a noted speaker on 1031 Exchanges and Tenant in Common Real Estate at venues throughout Southern California, including on national radio. Mr. Lattin graduated from the University of Southern California Leventhal School of Accounting in 1994 with a Bachelor of Science degree in Accounting and was trained as a CPA. A fifth generation Angeleno and avid scuba diver and bodysurfer, Mr. Lattin holds his Series 7, 63, and 66 securities registrations and is a licensed California Real Estate Broker. He lives with his wife and daughters in Orange County, CA.

Mike Liguori has over 15 years of combined experience in the financial services and public accounting industries. He is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®). He holds a Series 7 Securities License, a Series 66 Advisory License, and is extremely knowledgeable on business and personal tax planning as well as strategic exit strategies for business and property owners. Mike Liguori has an extensive background in land entitlement projects and is an avid and successful real estate investor. He provides advisory services to investors focused on conserving principal, and investing for capital preservation and equity growth.

As a Registered Representative of Private Asset Group Inc., and President of CPA Financial Alliance, LLC, a Business Strategist and Tax Planning practice, Mike focuses attention on educating clients on tax efficient investments, 1031 real estate deferral strategies and asset disposition strategies. He devotes significant time to providing a comprehensive financial evaluation to determine effective asset allocation and sophisticated diversification of investor funds. Mike caters specifically to the high income, high net worth individual who faces the everyday challenges of building and protecting wealth.

Doug Lorenzen is a Registered Representative with Private Asset Group, Inc. Lorenzen comes from a position as an Investment Advisor with American Express Financial Advisors and has organized fundraising via private placement for several California based companies in the Insurance, Mortgage, and Gaming space. Lorenzen is a registered securities broker holding a Series 7, 66, Insurance, and Long Term Care license. Lorenzen received his degree from Pepperdine University in Business Administration and comes from a family rooted in an extensive legal background as the Grandson of the 74th United States Attorney General, William French Smith. Recently, he has also advised on the integration of US based companies into the Chinese Suzhou International Healthcare Park (SIHP), headed by his close friend Dr. Zhu Kanlian, Chariman of the China Healthcare Association. He currently lives in Orange County, California.

Ron J. Loyless Is a Registered Representative with Private Asset Group, Inc. Ron comes to us with over 20 years of Financial Services experience, 15 years dedicated to Retirement and Financial Planning with UBS Financial Services, Nationwide Life & Bank of America. He is a General Securities Principal and possesses Series 7, 24, 63, 65, Life Insurance and Long Term Care licenses. Ron’s background provides his clients with the resources of a planner capable of analyzing portfolios comprised of Real Estate and General Securities. He was accountable for a portfolio of over 75 million in assets for a National Education Association member benefit program as well as several not-for-profit organizations to include city & county government retirement programs and Indian Tribe cash management. Ron currently resides in Lake Elsinore with his wife and four children.

Michael D. McKinzie is a Registered Representative with Private Asset Group, Inc. and has experience in residential and commercial real estate investments. He currently holds his Series 7 and 63 securities registration and is a licensed real estate salesperson. Currently, Mr. McKinzie is a CCIM candidate and pursuing his CCIM designation. Mr. McKinzie graduated from University of California, Irvine with a bachelor’s degree in International Studies with an emphasis on the Far East. He lives with his wife and son in Orange County, CA.

Alan Pollack is a Registered Representative with Private Asset Group, Inc. as well as a licensed California real estate broker. His business background includes over 15 years of personal real estate property investment and management experience as well as work experience in operations, finance, and accounting. Alan’s particular expertise is maximizing income and return on investments while utilizing tax shelter provisions through 1031 exchanges, NNN acquisitions, and the Tenants in Common structure. Mr. Pollack holds a Bachelor of Arts degree from the University of Wisconsin and attended Southland University for post-graduate studies. Mr. Pollack resides in San Clemente, CA.

Clifford Price is a Registered Representative with Private Asset Group, Inc., and has specialized in suitable and diversified securitized real estate TIC investments and strategies for accredited investors. Mr. Price’s extensive background includes a seat on the CORE Realty Holdings, LLC Advisory Board, TIC Investments, Inc. Presidents Club since 2005, Senior Vice President of Marketing and Business Development with JRW Investments, Inc.(a branch of OMNI Brokerage) where he also was an OMNI Registered Representative, and thereafter a Registered Representative and Due Diligence Advisor with Courtlandt Securities Corporation. Mr. Price has been a speaker at 1031 Tenant-in-Common educational seminars for real estate professionals and investors throughout America. His background includes President of WebFinderUSA, Inc. and SeaPrice Productions, Inc., and international consulting throughout North America, Taiwan, Japan and China. He attended Bradley University in Peoria, Illinois, graduated from the United Army Intelligence Center and School in 1982, and had served with the Psychological Operations at Fort Bragg, North Carolina. In addition, he has an extensive portfolio of certificates in data and communications. He has been involved with AYSO since 1978 and lives with his wife and children in Pasadena, CA.

Josh Slaybaugh is the President and CEO of Trade Up 1031, Inc., a company dedicated to providing comprehensive due diligence and acquisition services to real estate investors executing a Section 1031 'like-kind' exchange into professionally managed, income producing assets. Josh represents our clients' acquisition interests in investment properties nationwide. He is also an active buyer advisor and real estate investor.

Most recently, he was the acting National Sales Director of DeSanto Realty Group, LLC (Media, Pa.). There, he was responsible for leading DeSanto's nationwide marketing and sales efforts with the NASD broker-dealer and registered representative communities for securitized Tenant-in-Common (TIC) real estate investment offerings.

Previously, Josh was an Associate Vice President of Triple Net Properties, LLC (Santa Ana, Ca.) an industry leader in the TIC arena. At Triple Net, his territory encompassed much of the East Coast, with a focus on the Mid-Atlantic region. His team raised equity for TIC's, REIT's, and LLC real estate offerings from high net worth private investors.

Over the past 10 years, Josh has also acted as an independent financial advisor and investment adviser representative, providing a variety of traded and non-traded securities and insurance products directly to his advisory clientele.

He attended the University of Delaware and currently holds both Series 7 and 66 registrations with FINRA. Additionally, he is an actively licensed insurance agent and real estate salesperson in Pennsylvania. Josh and his wife reside in West Chester, PA with their two children.

Jim Stock is the President and CEO of United Capital, LLC. They specialize in helping clients with 1031 tax deferred exchange strategies. Jim has been actively involved in the TIC industry since 2003. In addition to TIC investments he works with clients who are interested in diversifying their portfolio with asset backed passive investments. He has 23 years of experience in the commercial real estate industry. During this time Jim and his company have successfully brokered over $75 million in commercial real estate transactions and over $50 million in commercial mortgage origination. Additionally he has managed 15 commercial properties valued at over $45 million. Jim holds a series 22 and 63 license and is a licensed real estate broker. He resides in St. Louis, MO with his wife Sally and their 3 children.

Edwin Suzuki, is a Registered Representative with Private Asset Group, Inc., a Registered Investment Advisor, and a Principal with Diligent Financial Group, Inc. Mr. Suzuki is a financial planner and investment advisor with experience as a financial advisor with American Express Financial Advisors. He currently holds Series 7, FINRA, General Securities; Series 66, Registered Agent and Investment Adviser; California Life and Health License; California Long Term Care License; and California Property & Casualty License.

Matt Sweeney joined Private Asset Group, Inc. as a Registered Representative. He specializes in assisting clients prepare for and transition into retirement. Mr. Sweeney provides a team approach with business partner Joe DeLuca when constructing client portfolios, which compliment existing retirement benefits and emphasize principal preservation and income generation through risk-adjusted returns. His clients rely on him to present complex retirement solutions in lay terms.

Mr. Sweeney has been building his practice in financial services for over a decade and now serves as Co-Director and Managing Member of Education Financial Group, LLC. A Registered Investment Adviser. and as President and Co-Director of DeLuca and Sweeney-Enterprises, Inc. a separate entity which provides tax preparation services. Mr. Sweeney and Mr. DeLuca take great pride in the ability to provide their clients with such comprehensive service while maintaining the individual attention their clients expect. Mr. Sweeney holds his Series 7 (General Securities License), Series 66 (Registered Agent and Investment Adviser License), Series 63 (Uniform Securities Agent State Law License) and Series 6 (Investment Company/Variable Contracts License). Matt resides in Boston with his wife Marnie.

Larry Woolever is a Registered Representative with Private Asset Group, Inc. and a Registered Investment Advisor with Private Asset Advisors, Inc. Mr. Woolever is a practicing CPA with an active practice of 450 individual and small business clients located in Santa Barbara, CA. For over 35 years, he has been involved in real estate as an owner, investor, tax preparer, exchanger, remodeler, and contributor to the creation of PPM’s and due diligence reports. Mr. Woolever now holds licenses as a CPA, California Life and Health insurance agent, as well as FINRA Series 7, 63 and 65. His primary interest is to focus on alternative investments to the stock and bond markets and on various insurance products for either security of principal or future income.

Mr. Woolever is driven by his passion to help clients understand and utilize the remarkable power of the financial markets to their benefit. He is both an educator and advisor and cares deeply about his clients’ goals and objectives and will endeavor to provide them with the finest service and counsel.