Camarillo, CA

Susan Green

Division Manager

Phone: 805-484-1011 
Fax: 805-484-0420 
E-mail: Sgreen@osaicwealth.com

Susan Green has been the branch manager of the Camarillo office for Independent Capital Management since 1995. Susan is a senior managing partner for ICM and serves on the board of directors for the company. She is a CERTIFIED FINANCIAL PLANNER™ and a Registered Principal with Osaic Wealth, Inc. Susan is also a Notary Public for the state of California and a licensed life and disability agent. Susan has had one of the top production offices for ICM for the past 25years. Susan grew up in Cheney, Washington and graduated from Washington State University with a business degree in 1988. She has been in the financial services field since 1993. Susan specializes in helping individuals and families with all aspects of financial planning. Those aspects include college and retirement planning as well as insurance, estate and tax planning*. Susan’s focus is to provide a complete financial plan that helps prepare a client for pre- and postretirement needs.

Ca, Insurance # 0B19834

Securities and Investment Advisory Services offered through Osaic Wealth, Inc. Member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Independent Capital Management, Inc. is not a Registered Investment Advisor nor affiliated with Osaic Wealth Inc. ICM Real Estate DBA ICM Lending is a wholly owned subsidiary of Independent Capital Management Inc. Fixed and traditional Insurance services offered through Independent Capital Management Inc. Mortgage services offered through ICM Lending. Estate planning services offered through Citadel Law Corporation. All entitles listed are unaffiliated

Albert Cornel

Financial Advisor

Phone: 805-484-1011 
Fax: 805-484-0420

Every business or person has a unique economic situation and financial goals. My job is to help you reach your financial goals by addressing your unique situation. I am committed to helping build and conserve your assets by choosing the right mix of investments for retirement, college, and estate planning. Furthermore, I will help you choose the right amount of life or health insurance, which will help you maintain your assets in cases of emergencies. Finally, because businesses face complex issues such as taxes, affordable health insurance, and employee retirement accounts, my job is to assist you in minimizing these burdens by utilizing financial vehicles that best fit your needs. You can feel confident in knowing my services are unbiased because I am completely independent. What this means for you is that I have more choices in financial vehicles, which translates into flexibility and affordability of service. It’s your financial future; let’s build it together.

Specialized Training

Comprehensive training in financial strategies and products. All Licenses and registration required to transact business including state securities and insurance registrations. Registered Representative with Osaic Wealth,Inc. Fixed and Traditional Insurance services offered through Independent Capital Management.

Designations

• Uniform Securities Agent
• Life Insurance Agent, CA Insurance Lic. #OE55298
• Investment Company/ Variable Contract Limited Representative
• Certified Citadel Estate Planner

Personal Information

I am a very proud father of adorable twin girls, Cara and CJ. I am an active member of two organizations, my church of which I am currently serving two voluntary positions and Kiwanis International, which is dedicated to serving the community. I have also been a very active proponent of physical fitness following a stint as an instructor in Martial Arts of which I have earned 2nd-degree Black belt in Kenpo Karate, which is why I teach fitness at a local gym a few hours a week. I believe in having a balanced lifestyle that includes spiritual, physical and financial.

Robert Harrell

Financial Advisor

Phone: 805-484-1011 
Fax: 805-484-0420

Financial Planning Approach

Bob believes in creating a comprehensive financial plan for all clients in order to preserve and grow wealth as well as solve financial problems. Bob practices a collaborative approach to financial planning. He brings in professionals from other fields as needed and partners with the professionals that clients already have, such as CPA’s and attorneys. Bob feels that by coordinating the efforts of all these advisors, client’s needs are served best and costly mistakes may be avoided.

Client Profiles

Bob’s clients typically fall into one of three categories, business owners, executives and families in late-stage retirement planning. Bob specializes in business succession planning for owners of closely held businesses who want to transition ownership to the next generation or maximize their business value for retirement purposes. Bob also works with executives who are building and preserving their wealth while establishing their financial independence. Families in late-stage retirement planning have unique challenges to overcome. Bob creates and implements income strategies to help take families 25 or more years into retirement.

Education & Affiliations

Bob received his Bachelors of Science degree in Administration and Economics with an emphasis in management from California State University Northridge. He continued on to achieve a certificate in Financial Planning from UCSB and is progressing to become a CERTIFIED FINANCIAL PLANNER™. Bob is an active member in the local community including:

• Camarillo Rotary Club
• Camarillo Rotary Boards of Directors and President of the Club
• Community Advisory Committee of the Camarillo Healthcare District
• Charter member of Camarillo Young Professionals Group
• Ventura County Leadership Academy Member Cohort 18
• Member of the ATLAS elementary School Site Council

Family

Bob lives in the city of Ventura with his wife Kristina and their two daughters. Life keeps them busy with elementary school, soccer, swim, dance racket ball, girl scouts and every other child hood activity they can squeeze in. The family enjoys traveling, camping and all things Disney…especially Star Wars.

Ca. Insurance # 0D87320

Lisa Lewis

Financial Advisor

Phone: 805-484-1011 
Fax: 805-484-0420

Specializing in pre and post-retirement planning, Lisa Lewis has been in the financial services industry since 1998 when she began working at Independent Capital Management. She has seen her company grow from one offering the basics in financial strategies, into a full-fledged financial services company offering everything from retirement plans and life insurance to mortgages and re-financing. Lisa guides her clients by plotting a course toward financial fulfillment which suits their own, individual needs. Lisa has helped many clients in transition to roll their 401ks to their own accounts and frequently helps them make plans to minimize future taxes. She has given educational seminars for several organizations including the City of Santa Barbara, Channel Islands Aviation, the First Presbyterian Church of Santa Paula and CSULA.

Prior to her career with Independent Capital Management, Lisa spent time working in several eclectic industries including equestrian and the music industry. She is a life-long native of Southern California and enjoys traveling. Some of the stamps on her passport include Italy, England and Canada. Lisa is also an avid ice hockey fan and plays hockey several times a week in Simi Valley and El Segundo.

Ca. Insurance # 0C34149