Experience: Financial services since 1992 

Education: Associate of Arts from Moorpark College  

Sandy joined the team in April 2025 when Planned Asset Management became Modern Wealth. She places trades, prepares documents for new accounts, prepares monthly investment research, and assists with client money movements. Joining Modern Wealth gave Sandy the opportunity to serve clients more efficiently with updated technology and resources.  

Sandy has gained valuable knowledge and customer service skills throughout her career, which she believes is essential for providing exceptional support to clients. She approaches all aspects of her job with a positive, hard-working mindset, and is passionate about helping find solutions to any challenges. With her diverse background in various roles within the industry, she is confident in her ability to contribute as a resourceful member of the team.   

Sandy was born and raised in Thousand Oaks, California. She is a proud mother to her son, Justin, and daughter, Olivia. Sandy enjoys cooking, drawing, hiking, and traveling. 

Experience: Operations and financial management since 2010 

Education: Associate’s degree in science from Phillips Business College  

Based in the Calabasas, California office, Jill assists in all aspects of customer service and helping clients with their financial needs. She assists advisors with preparing paperwork for various tasks related to management, new accounts, changes to existing accounts, and compliance forms.  

Jill’s daily tasks include all types of transactions, which include placing trades, billing client quarterly fees, depositing funds and processing distributions to clients. She constantly manages Schwab alerts, prioritizing and passing along to the proper parties.  

Jill joined the team in April 2025 when Planned Asset Management became Modern Wealth Management. Jill arrived at Planning Asset Management in January 2023, serving as an operations manager. 

She also spent a 12-year stint as an operations manager at the financial firm she was at prior to Planned Asset Management. At that firm, she supervised a team of four processors who serviced four financial advisors. Prior to entering the financial field, Jill was a property casualty agent for 25 years.   

Jill and her husband both grew up in Los Angeles, but have recently moved to South Carolina and are loving it there. Since coming to South Carolina, Jill and her husband have taken up pickle ball, walking, sightseeing, and other outdoor activities.  

Experience: Administrative assistant since 2003 

Education: Associate’s degree in natural and health science  

As the VP of First Impressions, Luz is responsible for answering the phone, managing office supplies, and being the first point of contact for visitors in the Calabasas, California office. Anything related to keeping the office running smoothly and efficiently, Luz is there to assist the team. 

Luz joined the team in April 2025 when Planned Asset Management became Modern Wealth. Luz honed her administrative assistant skills during the 16 years she spent in the real estate industry. She has also worked in sales, retail, and mental health services. 

Luz was born in Miami, Florida, but her family is from Colombia, South America. She lived in Miami for about 11 years before moving to Colombia for six years. After that, she moved back to the U.S. and spent a year in New York City, followed by six months in Sweden. Eventually, she settled in California, where she’s been ever since.  

Outside of work, Luz spends time practicing her favorite hobby, archery. She also enjoys spending time with her pets and traveling with her family.   

Luz has a deep love for learning and meaningful conversations. Some of Luz’s other interests include sports (hockey, football, and racing), video games, anime, alternative rock music, and trying new foods from different cultures.  

Experience: Financial services since 1990 

Education: Bachelor of Science in finance from California State University, Northridge (CSUN)  

Paul began his career in operations and trading before increasing his education, credentials, and licensing to become a Chartered Financial Analyst®. He specializes in investments, asset management, consulting, and risk management. He was excited to join the team in April 2025 when Planned Asset Management became Modern Wealth, which gave him access to greater quantity and quality of financial planning and investment management resources.  

Paul is a very westernized, third generation Japanese American. He comes from a large family and is the youngest of five children.  

He enjoys spending time with his wife and two children. Favorite activities include hiking, backpacking, crime fiction, and playing ice hockey. He’s a member of an ice hockey league and informal backpacking groups. 

Experience: Working in financial services since 2015 

Education: Bachelor’s degree in public relations and advertising from Chapman University   

CA Insurance License #0K66732

Jamie is the Managing Director of Calabasas, California office of Modern Wealth Management. She plays a key role in client relationship management and financial wellness education, with a particular focus on working with women, the next generation, and individuals with capital gains bypass trusts. She joined the team in April 2025 when Planned Asset Management became Modern Wealth. 

Jamie is passionate about helping women feel more confident and informed about their personal finances. She has also learned a lot from her father, especially when it comes to helping and taking care of clients. That has empowered her to continue the work he’s started while emphasizing how the firm can digitize and make things even more efficient and modern.   

Jamie’s previous career in the film and television production industry equipped her with some important skills that she uses daily. She managed set crews of up to 100-plus per day and the logistics that came together to bring a successful day on set.  

Jamie credits her background in the film industry and working with different types of people for giving her a strong foundation to work with all varieties of client types. While she still loves watching the latest TV shows and movies when they come out, she’s thankful to have changed career paths, as she finds helping people achieve financial goals as the most gratifying work there is!  

One of Jamie’s other passions is animals. She has a 30-pound doodle named Walter, who is the unofficial mascot of the Calabasas office. He is loved by clients and makes sure to welcome everyone with a bark!  

 Traveling and spending time with family are also passions of Jamie. She also enjoys cooking, baking, and working on jigsaw puzzles.  

Experience: Financial services since 1976 

Education: Bachelor of Science in accounting from San Diego State University 

 Morrie W. Reiff is an Executive Advisor of Modern Wealth’s Calabasas, California office. He was the founder and president of Planned Asset Management, which became Modern Wealth in April 2025. With over 50 years of experience in the financial services industry, Morrie specializes in investment management and estate tax reduction. 

Morrie has been active in the Los Angeles financial community since 1976. Morrie has served on the Board of Directors and is a past president of both the San Fernando Valley Society of the Institute of Certified Financial Planners and the San Fernando Valley Chapter of the International Association for Financial Planning. 

Morrie is an experienced public speaker. He has presented financial topics to several associations and conducted monthly educational seminars for CPAs. He previously served as an adjunct professor at California State University, Northridge (CSUN) and University of California, Los Angeles (UCLA) for their Business and Industry Educational series. 

He previously hosted his own talk radio show, produced his own financial cable television show, and has been a frequent guest on local radio stations. Morrie has also contributed to and been quoted in several publications, including the Los Angeles Times and Los Angeles Business Journal. 

Morrie is actively involved in his community. He previously served as a board member of the Watts Foundation Community Trust and chaired the Planned Giving Committee for the Pacific Lodge Youth Services. He was honored as Volunteer of the Year by Pacific Lodge Youth Services (1995) and has worked with several charities over the years with various fundraising campaigns. While financial advising is clearly a passion, Morrie also enjoys spending time with his family and reading a hard copy book. An avid traveler, he has visited more than 45 countries. 

Experience: Wealth management since 2004 

Education: Bachelor of Arts from Queens College, City University of New York and Master of Arts from Saint John’s University  

Larry joined the team when Planned Asset Management became Modern Wealth in April 2025. He meets with clients about their financial planning needs, specifically related to retirement planning, budgeting, estate planning, insurance planning and instrumentation, and investments. Larry enjoys how each one of those components have key roles when it comes to implementing financial plans.  

Coming from a background of both academic and clinical psychological counseling, Larry has been in sales and people-facing positions for over 50 years. This background helped him build a client-focused and uniquely personal business relationship with his clients and their families. A recognition of life’s vagaries helps him work with clients as they confront life’s phases with care and the wisdom of years of life experience.  

Born in Brooklyn, New York, Larry views the world with a New York point of view and attitude. To quote Billy Joel, he has a “New York State of Mind.” It comes in handy working through difficult issues for and with clients. He focuses on being persistent, yet compassionate. 

Larry has been married for over 50 years to his middle school sweetheart. They have two wonderful daughters and sons-in-law and three teenage granddaughters. The most important and central aspect of Larry’s life is his family and their well-being.   

Larry enjoys reading mysteries and spy thriller novels as well as listening to music, primarily jazz and popular music. The music of the ’60s and ’70s are also favorites. He also enjoys working in the garden and doing some cooking, primarily Italian styled dishes.