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Strategic Alliances

David J. Johnson, CFP®
Case Manager

David J. Johnson has worked in the financial services industry since 2000.  David boasts extensive knowledge regarding investments, retirement income planning and legacy planning. David is investment licensed, insurance licensed and holds the Certified Financial Planner™ designation. He obtained his business degree from Bethel University in Arden Hills, MN. David and his wife, Gretchen, have four children: Brady, Seth, Hallie and Sawyer. As a family, they enjoy staying busy with school sports and events, church activities, spending time outdoors, and are big fans of Minnesota sports.




Nick Stovall, CPA/PFS
Founder and President for Stovall & Associates, Ltd., Certified Public Accountants

Nick Stovall is at the forefront in accounting; strategic retirement planning; business, IRA and technical taxation; tax law and policy; and investing. With his extensive knowledge and background, Stovall also wrote “The Future of Taxation: And How to Prepare.” Stovall has been featured on national media outlets including The Wall Street Journal’s MarketWatch, Investment News, Financial Planning Magazine, Bloomberg and numerous radio broadcasts. In January 2010, after two decades of public accounting and C-level private industry experience, he founded what is now Stovall and Associates, Ltd., an independent certified public accounting firm located in Minnesota. As owner, president, and chief tax strategist for the company, Stovall provides an invaluable perspective on the intricate relationships between tax and business issues to clients across the United States and Europe.


robertaRoberta Roberts
Sr. Real Estate Specialist

If you are over the age of 50 and considering selling the family home, you need a REALTOR® with senior experience, knowledge and marketing savvy. Those qualities, along with a special knowledge of managing the sale of a home for those over the age of 50, are what SRES® designees can bring to your next real estate transaction.

SRES® designees, such as Real Estate Broker, Roberta are certified senior specialists and astute to the financial and emotional challenges senior clients face when they sell a long-held family home. She not only can create a customized approach to marketing and selling your property, but also can work with you to explore your housing options to ensure that your next home best serves your current and future needs.

As a certified specialists she has special knowledge about everything from reverse mortgages, the importance of universal design and aging in place issues, to the uses of pensions, 401k accounts, and IRAs in real estate transactions. She has helped many steer clear of loan schemes and scams that can victimize aged 50+ borrowers.

As a senior specialist she has partnered with a network of qualified home inspectors, movers, attorneys, CPAs, financial advisors and other experts. She has all the resources and knowledge to simplify the transaction and eliminate the anxiety of selling your home.

She is a native of Manhattan Beach, CA and currently resides on the Palos Verdes Peninsula.



nathanNathan Watanabe
Estate Planning Attorney

When you want to protect someone you love or when you have been made responsible for an estate, it can be difficult to know where to turn. You can benefit from the peace of mind that comes with relying on an experienced attorney; Nathan Watanabe is someone who can expertly guide you through the legal process.

His years of experience enable him to serve the legal needs of baby boomers in the Southbay. At Watanabe & Suemori, LLP the focus is on bringing clients peace of mind, and they work to achieve your goals efficiently, effectively and affordably. As a boutique law firm, they are highly regarded for producing quality work and, over the years, have developed a reputation for effective estate planning in both in complex, sophisticated matters as well as simple matters. They are located in Torrance and represent clients in Los Angeles, Orange County and the surrounding areas of Southern California.

They understand that everyone’s needs are unique. Recognizing that one size does not fit all, they tailor their advice to fit your special circumstances. Depending on your situation, you may need a Will, Trust, Power of Attorney, Advance Health Care Directive, Conservatorship, or Guardianship. Typically, their clients are heirs or beneficiaries in probate or trust estates, or a fiduciary such as an executor, administrator, personal representative, conservator, trustee or successor trustee, guardian or individual or couples seeking estate planning advice.

They can prepare legal documents that protect your family, your loved ones, your property and you.

The attorneys at Watanabe & Suemori, LLP have been practicing estate planning, post death administration, and business transactions for almost 40 years. Nathan Watanabe has been practicing in these fields for over 10 years. He graduated from Stanford University with honors and from USC Law School where he was a published author for the Southern California Interdisciplinary Law Journal.



LisaLisa Anthony

Married with two daughters and one son. Living in Redondo Beach since 1988. Married to former, Anthem/Regional Sales Manager, John Anthony.
Health Insurance, especially Medicare, seem to have many “moving parts”. Deductibles, copays, co-insurance, restrictions, underwriting, open enrollment periods etc… Not to mention it being a very hot political issue on the state and federal level. How can you make an educated decision on the most important insurance you have?
What is the best Medicare Plan for each individual situation???
That’s where I come in! My name is Lisa Anthony, CEO of Since 2005, I have placed thousands of clients in health plans that they can actually use!

  • I teach you how to use the plan.
  • I teach you how to navigate through networks
  • I shop the lowest price for the coverage you desire
  • I represent EVERY insurance company in California

My philosophy is to simplify the process. Don’t just buy a plan, know how to use every aspect of it!

Our firm’s strategic partners/alliances are not employees, or directly affiliated with, our firm.