Our Team

Scott has been an integral part of the RABco Services team since 1982 and leads the financial services practice. As a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional, Scott is able to advise his clients on their entire financial situation—focusing on the big picture, not just small pieces. He holds a Series 7 and 66 licenses, and also has earned the Personal Financial Specialist and Chartered Global Management Accountant designations. He is also a real estate broker and holds an NMLS license. He earned his Bachelor of Science in Accounting from the University of Southern California in 1981 and worked at Deloitte out of college.

Business is a family affair for Scott since he gets to work alongside his two sons, Michael and Sean. When he is not at work you will find him on his boat at Catalina.

With over 30 years of experience in the wealth management industry, Emmy has built a distinguished career leading teams, enhancing client experiences, and driving operational excellence. As Chief Operations Officer at RABco Financial, she oversees the firm's strategic and day-to-day operations, ensuring seemless service delivery and efficient business performance across all departments.

Prior to joining RABco Financial, Emmy served as Vice President of Client Services and Business Development at a leading financial consultant firm, where she led initiatives to strengthen client relationships, streamline service processes, and expand the firm's business development strategies.

Emmy holds a Bachelor of Science degree in Finance and brings a deep understanding of both the operational and advisory sides of wealth management. Outside of the office, she enjoys reading, skiing and traveling with her family.

Sam joined RABco Financial in 2024 and has been a dedicated member of the financial industry for over 5 years. Sam takes pride in developing impactful relationships with clients to understand their unique situations, address their needs, and incorporate suitable strategies to maximize their financial aspirations. With a commitment to continuous learning and personal growth, Sam is devoted to aiding our clients in their path to success. 

Sam graduated from California State University, Northridge with a Bachelor of Science in Finance. When not in the office, he enjoys live music, and beach camping with family and friends. 

Wendy joined RABco Financial in 2023. She has been in the financial industry for over four years and takes pride in delivering exceptional customer service and putting clients first by providing tailored solutions to meet their unique needs. She strives to build lasting relationships based on trust and integrity and drives to make a positive impact on client’s lives.

Wendy graduated from California State University, Los Angeles with a Bachelor of Science in Business Administration. Beyond the office, she enjoys hiking and traveling with family and friends.