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Title: The Shadow of a Post Covid World. Hear from a panel on inflation, taxes, real estate, and what lies ahead for the economy.

 

Brett Weichbrod, Partner and Wealth Manager, Channel Wealth. 

Brett Weichbrod is a graduate of the University of San Diego and earned his master’s in business, with a finance focus, from Pepperdine University. His experience includes over 6 years working for Pacific Investment Management Company (PIMCO), where he worked with institutional investors building fixed income portfolios and strategies.

However, he began his career in Newport Beach at Canterbury Consulting, where he built an expertise in analyzing and providing recommendations within small corporate retirement plans and nonprofits.

Since 2014, Brett has enjoyed working as a wealth manager in the Santa Barbara area. During this time, he has developed a passion for educating and working with individuals and nonprofit organizations alike.  He holds a Series 7, 65, 63, insurance license.

Jason Janzen – CPA – Partner

Jason Janzen has a rich history advising businesses and their owners for over two decades. He has the expertise to advise the best structure for a new entity, maximizing returns during the “mid-life” of entities, to the ultimate sale or restructuring of the company. His experience includes advising in the arenas of owner/officer compensation including stock options, corporate and LLC reorganizations, accounting for foreign tax matters, and navigating tax audits. Industries served include high-tech, construction, real estate, restaurant, and mining.

Jason has served on community boards including The Mental Wellness Center and Friendship Manor.  He is a Past President for the local chapter of the California Society of CPAs and currently serves on the Statewide Finance Committee. He is a member of the American Institute of Certified Public Accountants and Principa Consulting Network.

Jason graduated from Emporia State University in 1994 with a Bachelor of Science degree in Accounting. He earned his CPA certificate in the summer of 1995.

His favorite pastime is enjoying time with his family.  He’s the father of two rambunctious boys who help keep him young.

 

Caitlin Hensel, Associate, Hayes Commercial

Caitlin Hensel has earned a reputation for attention to detail, market knowledge, and exceptional client service for both corporate and family-run clientele. She represents clients throughout the South Coast in the leasing and sales of commercial property, including office, retail, industrial, and land.

Caitlin is one of the region’s most active agents and has averaged more than 40 transactions annually over the past five years. Recently, Caitlin represented a local investor in the acquisition of the 83,470 SF Northrop Grumman R&D facility in Goleta for $21.5 million. She also represented the seller of the landmark Old Firehouse office building in Montecito for $13 million. Caitlin has been awarded both “Top Women in Business” and “40 Under 40” honors for the tri-county area by the Pacific Coast Business Times.

Caitlin has been a central member of the Hayes Commercial team since 2008, learning the industry as listing/transaction coordinator and market researcher prior to becoming a full-time agent. At UCSB, she studied business in the Technology Entrepreneurship Program through the College of Engineering. This versatile background adds depth to her advice and analysis while enhancing her ability to navigate complex transactions and market her listings.

 

When
Thursday, June 10, 2021
Time
8:15am – Zoom meeting starts
8:30 to 10:00 a.m. – Presentation
Where
Via Zoom
How Much
FREE
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