Our Team

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
John Davis - CEA, IAR
President
 
John Michalak, MBA
Vice President
 
Taksina Davis, BS
Chief Operations Officer
 
Mike Fulkerson, AWMA
Financial Advisor
Ron Mark
Financial Advisor
 
Mark Wano
Financial Associate
 
Bruce Forsberg
Financial Advisor
bforsberg@ciacinc.com
 
Brad Saurbaugh, BS
Financial Associate
 
Phil Flynn
Financial Associate
pflynn@ciacinc.com
 
Susanna Jung
Insurance Services
sjung@ciacinc.com
 
Andrew Smith
Insurance Services
 
Kathy Randall
Account Executive
 
Jesus Mateo
Client Services
 
Joann Mayfield
Client Services
jmayfield@ciacinc.com
 
Xavier Brown
Client Services
xavier@ciacinc.com
 
Janet Willerman Ellingson, JD
Attorney
ellingsonlaw1@aol.com
 
Connie Lee, MBA, CPA
connieclee@sbcglobal.net
 
Jun (Justine) Zhou, MBA, CPA
jzhou@ciacinc.com