Our Team

Virtual Family Office

Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.

Ami Kassar

Business Financing Specialist

Ashley Lupiani

Life Insurance Solutions

Bobby Giurintano

Workers’ Compensation Premium Recovery and Workers’ Compensation Consulting Services

Boris Piskun

Tax Mitigation Specialist using Solar Investment Strategies

Brian Ableman

Employee Benefits,Personal and Commercial Insurance

Chad Koebnick

Native American Federal Tax Credits

Charles Riggs

Research and Development Tax Credits

Craig Bartner

Cost Optimization/Cash Flow

Damayanti Weese

Research and Development Tax Credits & Employee Retention Credits.

Dan Zimanski

Business Growth Consultant

Daniel Gramann

Small Business Growth, Scaling, and Increasing Enterprise Value

Darren Sugiyama

IRA Rollover Into Premium Financed Life Insurance – The IRA Bailout Plan

Janel Sykora

Software Services (Tax Review System)

Jeff Stolper

Cost remediation specialist for businesses and business owner’s personal expenses.

Jesse Raynes

Tax Mitigation Specialist using Solar Investment Strategies

Josh Yager

Trust and Estate Settlement

Julian Movsesian

Strategic partner in Premium Financing and Advanced Life Insurance solutions.

Mark Mrky

Life Settlements

Mark Wagener

Outsourced Payroll and HR

Matt Morris

Estate Planning Specialist (Estates $0 to $5m)

Michael Wessels

Solving tax and accounting issues surrounding blockchain technology and cryptocurrencies

Mitch Nelson

EAT/Secura Disability Insurance Specialist

Noel Ciambotti

Merchant Processing Specialist - Credit Cards and ACH

Paavan Kotini

Client Facing EAT (Life Insurance and Annuities) Integration Specialist

Reid Limpert

Section 105 Voluntary Group Benefits Plans

Rocky Cathey

National Cost Reduction Consultant, specializing in Employee Group Healthcare

Roger Roundy

Private Reinsurance Specialist

Ryan K. Foncannon

Tax Mitigation, Oil & Gas

Scott Phillips

Tax Mitigation, Oil & Gas Developmental Drilling Programs

Sean Rogers

Fractional CFO/bookkeeping using Automation/AI

Steve DeTray

Business Exit Planning & Certified Business Valuation

Ted Jenkin

Sell Side M&A/Exit Consulting For Founder Led Businesses

Ted Landgraf

Project Financing Specialist - coordinate lenders to provide funds for projects $100 mm -$5bn

Tim Goering

Sales Tactics Coach

Tracy Armstrong

Certified College Funding Specialist

Trever Jones

Outsourced CFO and Accounting Specialist ($2 mil. minimum business revenue)

Sterling Hirsch

Wealth Management, Estate Planning, and Insurance

Paul Latham

Client Business Advisory

Craig Stone

Advanced Tax and Estate Planning

Randy Fox

Advanced Tax and Estate Planning

Bruce Gendein

Advanced Qualified Plans

James Duggan

Advanced Tax and Estate Planning

Ben Golden

Tax Resolution Specialist

Don Feldman

Business Exit Planning

Aleks Dyo

Charitable Gift Financing / Advanced Pension Plans

Ron Elwood

Outsourced CFO Specialist

Chris Hall

Estate Planning ($0 to $5m)

Derek Spitzer

Captive Insurance Companies

Andrew Lassise

Technology and Cyber Security Specialist

Andy Ruhland

Employee Benefits Specialist

Darren Sugiyama

Premium Financing (Min $2.5 Million Net Worth)

Jeff Deckman

Leadership, Cultural and Business Growth Expert

Josh Malancuk

Cost Remediation - Property Tax Reduction and Economic Incentives

Kim M. Blaugher

ESOP Expert

Mark Goodman

Premium Financing - Premium Funding (Min $10 Million Net Worth)

Matt Miller

Tax Incentives for Export Businesses

Michael Sir

Disability Insurance Specialist - Provider of DI Planning Software

Nick Johnson

1031 Exchanges and Delaware Statutory Trusts/ Opportunity Zone Funds

Get Social With Us

If you’re frustrated by disjointed efforts to manage your wealth and legacy…

Sterling First Financial’s team-based approach will seamlessly coordinate your wealth management so you can parlay your current success into more opportunities for growth.

Sterling First Financial

 Phone: (909) 372-1196
Yucaipa Main office and mailing address:
34282 Yucaipa Blvd Suite 211
Yucaipa, CA 92399
Phone: (909) 372-1196
Palm Desert office:
74710 Hwy 111, Suite 102
Palm Desert, CA 92260
Phone: (760) 318-2831
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Infinity Financial Services., to provide information on a topic that may be of interest. Infinity Financial Services is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Investment Advisory Services are offered through Infinity Financial Services Advisory, an SEC Registered Investment Advisor. Securities Products offered through Infinity Financial Services, Member FINRA / SIPC and is headquartered at 212 9th Street., Ste. 202 in Oakland, CA. www.infinitysecurities.com
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