About

Our Professionals

Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.

Steve Hermanne, RFC®

Registered Financial Consultant

Steve Hermanne discovered his niche early in life after working in the banking and insurance industry. His passion is educating clients on various government benefits, Social Security, and retirement planning. Fluent in French, Italian and Spanish, Steve studied International Business at the University of Phoenix. During his free time, he enjoys photography, snowboarding, and playing the piano. 

“It is tremendously fulfilling to help my clients make a good decision for their long-term goals.”

Alicia Alcorta

Executive Assistant

Alicia Alcorta serves as Executive Assistant, providing high-level administrative support to ensure the efficient management of firm operations, and client relations. With a strong background in executive support, and client coordination, Alicia plays an integral role in maintaining the firm’s standard of excellence. Her professionalism and organizational expertise contribute to a seemless client experience and support the delivery of comprehensive services. Beyond her professional responsibilities, Alicia enjoys reading, traveling, and spending time with family, which provides balance and inspires her commitment to excellence both in and out of the office. 

“I take pride in creating a smooth, professional experience for our clients and team—because excellence is in the details.”

Norm Lewis

Tax Preparation | Accounting Services

Lewis and Company offers tax preparation, accounting, bookkeeping and payroll services to small businesses and individuals.  We handle all types of business and have worked extensively in the entertainment business and in the real estate business. We also help people who owe back taxes to the tax agencies. Helping people all over the USA; sole proprietors, LLC owners and Subchapter S Corporation owners are just some of these represented clients. We have offices in Laguna Niguel, Dana Point and Studio City, CA. 

Invitation

We welcome people who are on extension and also people who have not filed tax returns for a while.

We do not charge for first meetings or calls, and we are happy to give second opinions.

Strategic Alliances

MICHAEL BINGER, CFA®

President of Gradient Investments, LLC

KEITH GANGL, CFA®

Senior Portfolio Manager of Gradient Investments, LLC

TYLER ELLEGARD, CFA®

Portfolio Manager of Gradient Investments, LLC

This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.