Newbury Park, CA Office

Kevin Tolsma is a CFP® with 37 years of industry experience, currently serving at Kestra Advisory. He previously worked at SagePoint Financial for ten years. Outside of his financial advisory role, he is the Camarillo Area Director for Young Life, a faith-based ministry focused on teenagers in his community. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse mix of institutional and individual clients, offering services including plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large institutional investors and utilizes multiple management platforms with access to complex investment products.

Richard Norkin is a financial advisor at Kestra Advisory with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including SagePoint Financial and Western International Securities. Outside of advisory services, he operates a sole proprietorship focused on insurance sales and service. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, and employee education. The firm serves a range of clients including large institutional investors and offers multiple management platforms supported by due diligence processes.

Gregory Lamp is a financial advisor with Kestra Advisory in Newbury Park, CA, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior roles include positions at Morgan Stanley and Sagepoint Financial, Inc. Lamp is also involved with FinancialPointe in an insurance capacity. Kestra Advisory provides investment advisory and retirement-plan consulting services to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and a range of managed solutions tailored to large plan sponsors and diverse investor types.

Jack Dvir is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has previously worked at SagePoint Financial and Edward Jones. In addition to his advisory role, he is involved with Financial Pointe, where he provides consulting services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm delivers fiduciary services, plan-level investment advice, employee education, and manages multiple investment platforms, serving large clients such as sovereign wealth funds.