Thomas Kabrick Porta

WHAT I DO: I help Locum Tenens physicians and advanced practice providers gain clarity about their finances, identify opportunities and pitfalls, and stay on track with a trusted accountability partner. WHY IT MATTERS: Three recurring concerns stand out in my conversations with Active Duty Military and Civilian physicians and advanced practice providers: Skill Atrophy – Concerns about staying clinically sharp and staying competitive due to limited patient volume or exposure to diverse clinical settings. Financial Catch-Up – After years of training, many feel the pressure to fast-track savings and build long-term financial security. Time Flexibility – A deep desire for greater control over one’s schedule to prioritize family, entrepreneurship, or personal goals. These pressures often lead physicians to pursue Locum Tenens work—part-time or full-time—for its higher earning potential and flexible structure. But with that flexibility comes greater financial complexity, making a clear strategy and support system more important than ever. HOW I DO IT: Together, we assess your strengths and gaps across the six pillars of financial planning: Cash Flow Management, Risk Management, Estate Planning, Tax Strategy, Retirement Planning, and Investment Management. Then, we develop action items over 3 months to strengthen your financial foundation. Clients are empowered to self implement recommendations or collaborate with us for efficiency and accountability. NEXT STEPS: Ready to take control of your financial future? Connect with me on LinkedIn or reach out directly at [email protected]—I’d love to learn more about your goals and how I can help. MORE ABOUT ME: I rediscovered my love for running three years ago thanks to one of my sons, starting with local 5Ks around the San Francisco Bay Area. Since then, I’ve become especially fond of the half-marathon distance, with races like the Oakland and San Francisco Half under my belt. Marathon training is next on the horizon, and I’m looking forward to the challenge. I also love exploring new places—favorites so far include Ilocos Sur (Philippines), Tokyo, Seoul, Busan, Barcelona, Lisbon, and London.

Dennis Noss is a financial advisor at Cayman Capital Management, Inc. with 12 years of industry experience. He holds Series 63, 65, and 66 licenses and has a background that includes roles in real estate, tax planning as an IRS Enrolled Agent, insurance sales, and commodity trading advisory. Noss currently operates as a Realtor and provides tax representation and strategic tax planning services. Cayman Capital Management, Inc. offers investment management and financial planning services primarily to individuals, families, trusts, and closely held businesses. The firm employs a selective client model and focuses on asset allocation and broad diversification using ETFs, mutual funds, equities, and bonds, managing portfolios on a non-discretionary basis with client approval required for trades.

Lawrence Grossman is a CFP®-designated financial advisor with 28 years of industry experience. He is the principal of Grossman Financial Management, an independent firm he has led since 1997. Prior to establishing his own firm, he worked at Archvest Wealth Advisors. Grossman Financial Management provides investment management and consulting services primarily for pooled vehicles and institutional-type clients, utilizing both fundamental and technical analysis. The firm offers tailored, non-discretionary advisory services, including financial planning and investment supervisory services, often on a fixed-fee or hourly basis.

Karl Hoagland is the principal of Longview Investment Management and holds the CFA® designation along with a Series 63 license. He has six years of industry experience and has been with Longview Investment Management since 2019. Outside of advising, he is the publisher and owner of UltraRunning Magazine. Longview Investment Management is an independent, sole-owner advisory firm serving individual and high-net-worth clients. The firm uses fundamental analysis to build concentrated, long-term equity portfolios and emphasizes dividend growth, tax-aware loss harvesting, and monthly account reviews.

Patrick Beresh is a financial advisor at PMB Advisors with 25 years of industry experience. He holds a Series 66 designation and has been with PMB Advisors since 2002. In addition to his advisory role, he is a Certified Public Accountant and occasionally prepares individual tax returns. PMB Advisors serves individual and high-net-worth clients along with their trusts and estates, providing portfolio management and financial planning services. The firm builds personalized investment policies using fundamental and cyclical analysis and typically implements strategies with ETFs, mutual funds, and individual securities.

Sammy Sung is a financial advisor with ALE LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been affiliated with ALE LLC since 2015 and is also involved in real estate brokerage through Exit Excel Realty and Exit Realty Team. In addition to his advisory role, he acts as a trustee for a family trust established in 1997. ALE LLC provides portfolio management, financial planning, and pension consulting services to individuals, pension plans, pooled investment vehicles, and business entities. The firm manages primarily non-discretionary accounts using a range of analytical methods and investment strategies, and is notable for its involvement in real estate brokerage, insurance distribution, and pension consulting.