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


Chris Rivera

Outsourced Staffing Services

Dan Zimanski

Business Growth Consultant

Heather Schriber

Social Security Specialist

Janel Sykora

Software Services (Tax Review System)

Jeff Stolper

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

Mark Sims

Captive Insurance Alternatives

Mark Wagener

Outsourced Payroll and HR

Matt Morris

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

Mitch Nelson

National Disability Insurance Specialist

Noel Ciambotti

Merchant Processing

Scott Phillips

Tax Mitigation, Oil & Gas Developmental Drilling Programs

Sean Rogers

Fractional CFO/bookkeeping using Automation/AI

Ted Lavin

Employee Retention Credits

Trevor Patching

Customized Business Owner Benefit Plans and Employee Retention Plans

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 ($50 Mil. minimum estate value)

Ben Golden

Tax Resolution Specialist

Don Feldman

Business Exit Planning

Aleksander Dyo

Charitable Gift Financing / Life Settlements and Investments 

Chris Ostler

R&D Tax Credits

Fritz Strehlow

Business Valuation (Certified Valuation Study)

Trevor Arnold

Outsourced CFO Specialist ($3 mil. minimum business revenue)

Ron Elwood

Outsourced CFO Specialist

Wilton White

Digital Employees and Robotics

Chris Hall

Estate Planning ($0 to $5m)

Todd Steinberg

M&A – Practice Acquisitions & Disposals

Derek Spitzer

Captive Insurance Companies

Andrew Lassise

Technology and Cyber Security Specialist

Andy Ruhland

Employee Benefits Specialist

Chris Blees

Business Sale and Succession Planning

Darren Sugiyama

Premium Financing (Min $2.5 Million Net Worth)

Jeff Deckman

Leadership and Cultural Change Expert

Josh Malancuk

Cost Remediation - Property Tax Reduction and Economic Incentives

Kim M. Blaugher

ESOP Expert

Mark S. Goodman (Minimum net worth $10 Mil.)

Premium Financing

Matt Miller

Tax Incentives for Export Businesses

Michael Galdieri

Employee Retention Credits and R&D Tax Credits

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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