Advisory Board

Anna Yu, CAIA

Anna Yu a Senior Vice President and an Account Manager at Pacific Investment Management Company (PIMCO) with over 20 years of experience working in the asset management industry. Anna focuses on client servicing and business development in the U.S. and works primary with institutional corporate retirement plans.

David J. Karachuk, CFA, CFP®

“My own life-changing transition inspired me to start Inspired Financial so that I could help other women and their families navigate their difficult life transitions and emerge confident, financially secure and empowered to deal with future life events.”

Evelyn M. Zohlen, MBA, MS, CFP®

Evelyn is a Certified Financial Planner™ (CFP®) professional and serves on the Board of Directors of the Financial Planning Association. She was an adjunct professor in the Personal Financial Planning Program at the University of California at Irvine and serves on the Advisory Board for the Center for Investment and Wealth Management at UCI.

LAURA TARBOX, CFP®

Laura has been sought after to serve on professional boards throughout her career. She is currently a member of the TD Ameritrade Elite Advisory Board, where members meet quarterly to weigh in on industry issues. She was recently appointed a Trustee of the Board of Foundation for Financial Planning, a national organization that supports pro bono financial planning. Laura has also served as a Director on the National Board of the Institute of Certified Financial Planners, and is a past President of the Orange County Society of the ICFP. Laura served on the Charles Schwab Institutional Advisory Board and the Certified Financial Planner Board of Standards’ Board of Examiners.

Marilyn Ditty, D.P.A.

As executive director of Age Well Senior Services, Dr. Marilyn Ditty leads a nonprofit public-benefit charitable organization that provides vital services to the elderly in Orange County. She is best known for establishing an excellent model for community-based care for the elderly, which has served the 85,000 elderly in Orange County for nearly 30 years.

Mark Moehlman, MBA

Mark Moehlman holds an MBA from the USC Marshall School of Business, and has dedicated his entire business career to helping others manage their wealth. Mark was born in Los Angeles and moved to Newport Beach in 1975, and has lived in Big Canyon for the past twenty years.

Putri Pascualy, CFA, CQF

utri Pascualy, CFA, CQF is a PAAMCO Managing Director and Sector Specialist for the Long/Short Credit sector. She focuses on the evaluation and management of credit hedge funds for the PAAMCO portfolios and is responsible for portfolio construction, structuring and risk management for large customized institutional mandates.

Tina Schackman, CFA

VP, Consultant Relations

Financial services professional with over 20 years of industry experience. Previous positions prior to joining Prudential in 2011 have been a retirement plan consultant specializing in investment consulting, branch manager/compliance officer for large independent broker/dealer firm and portfolio manager for high net worth individuals.

Victoria Collins, Ph.D.

Dr. Victoria Collins, Ph.D., Invest In Yourself Conference Founder, a principal in First Foundation Advisors, has been named among the "best financial advisers" in the country by Worth Magazine for five consecutive years.

Helen M. Olson, Ph.D.

Helen M. Olson, Ph.D., Chairman of the Board and President, is a founding member of the Invest in Yourself Conference and is Founder and Founding Chairman of WISEsm, Women Investing in Education and Security®, a non profit foundation formed in 1999. She was the 1999 and 2000 Invest In Yourself Conference Chairman. Dr. Olson currently focuses on managing investments and on teaching and speaking. She is retired from a career in molecular biology and clinical chemistry having published extensively in those areas.