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Patricia Bright

In Team by admin

Client Services and Account/Policy Administration “Our clients are more like friends.” Patricia joined VMI in 1997 after stints in the interior design, broadcasting, and executive gift buying industries. A native …

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Elena Garcia

In Team by admin

Client Services and Office Administrator “I love the relationships we have with our clients. They know us and we know them.” Elena is a Bay Area native. She studied child development …

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Amber Moffatt

In Team by admin

Retirement Account Distribution, Account/Policy Administration and Archiving “I treasure the values and objectives so critical to VMI.” Amber graduated from Auburn University, where she was a member of Delta Delta Delta …

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Carmina Rivera

In Team by admin

Accounting and Bookkeeping “I have minimal interaction with clients, but I see how much Mark and Dave really care about them.” Carmina has lived in California for more than 30 …

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Rebecca King

In Team by admin

Systems Administration and Compliance “I love learning new things — and helping our team provide excellent customer service.” Becky has been with Value Monitoring, Inc., since 1992, and has more than 30 …

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Jim Bernstein

In Team by admin

Investment Model Development and Trading “I’m kind of a numbers nerd and explore my creativity that way. I can’t draw or sing, but in the numbers I see opportunities.” Jim’s …

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Mark Levenson

In Team by admin

Operations, Trading and Business Development  “The most important thing is to live a fulfilling life and share that with your family and be healthy. Money is a means to that …

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David Levenson CFP®

In Team by admin

Financial Planner, Investment Modeling, Trading and Business Development “I like problem solving—allowing people to live their lives, not let their money be such a concern.” Dave is VMI’s only marine-biologist-turned-trader. …