Broker Check

Team

At Patrick Lewis Investment, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Patrick Brian Ahern

CEO & Investment Professional

562-304-2843

562-304-2847

[email protected]

Raised in Seattle, Washington, Brian focuses on individuals’ approaching retirement and assisting retirees with wealth transfer and accumulation strategies. Another primary focus is establishing and facilitating 401(k) benefit plans.

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Steven Lewis Hollimon

President & Investment Professional

562-304-2845

562-304-2847

[email protected]

Steve is originally from the Augusta, Georgia area. After graduating high school, Steve served for over 6 years in the United States Navy which included a World Tour of duty on board the U.S.S. Vandegrift (FFG48) and duty during the...
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Brian Chou. J.D., M.B.A.

Attorney

Brian Y. Chou is an associate at the firm of Barth Calderon LLP and his practice focuses on estate planning, asset protection, trust administration, and Probate. Mr. Chou understands that confronting one’s mortality is not high on most...
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David J. Givot, Esq.

Attorney

David Givot, Esq., graduated from the UCLA Center for Prehospital Care (formerly DFH) in June 1989 and spent most of the next decade working as a Paramedic responding to 911 calls in Glendale, CA. By 1999, he was traveling around the...
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Melinda Ellis

Estate Planning Attorney

Melinda Ellis was born and raised in Long Beach, California. She received her law degree in 2004 from Pepperdine University School of Law and became licensed to practice the same year. For over 10 years, Melinda has practiced almost...
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Laura Bromlow

Attorney

Schomer Law Group is pleased to announce the addition of Laura L. Bromlow as a new associate attorney, serving clients out of our second office in Long Beach, CA. Attorney Laura L. Bromlow practices Estate Planning, Elder Law and...
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Samir Sheth

Attorney

Mr. Sheth is the other Founding Partner of Shah Sheth LLP. Prior to founding Shah Sheth LLP, Mr. Sheth was an associate at the law firm of Awad & Awad LLP, where he focused on general civil litigation matters in the fields of Personal...
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Timothy Keck

Attorney

Timothy J. Keck is a Long Beach native attorney who earned a Bachelor of Arts (B.A.) at UCLA and his Juris Doctor (J.D.) at Loyola Law School, Los Angeles. In addition to practicing Civil Litigation and Personal Injury Law, Tim's...
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Alice Tadros

Alice Tadros has been a practicing attorney since 2008. Her practice focuses on civil litigation, contract drafting and dispute resolution, landlord tenant law, uncontested divorces and immigration law. Ms. Tadros is experienced in...
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Brandon Demott

Personal Insurance

Brandon and his family are currently residents of Palos Verdes Estates. DeMott graduated from the University of California, Santa Barbara, in 1994 with a BA in Business Administration & Law and Society. DeMott has 15 years of...

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Hans Stone

Branch Manager at First Choice

Rooted in the vibrant and diverse Southern California Coast, Hans is committed to personalized service and an organic, streamlined approach to residential mortgage lending. Hans is the Branch Manager for First Choice Loan Services in...
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Darwin Padolina

Mortgage Loan Advisor

Born and raised in the heart of Long Beach. I’m dedicated to providing the best service that includes constant communication, professionalism, and knowledge. My main goal is to earn the trust and respect of all my clients, to build the...
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Kim Torio

TPA Services – Pension Sales Consultant at Polycomp

949-680-0194

213-239-0808

[email protected]

Kim Torio started her career in the retirement industry in 2007. She is well versed with all types of qualified retirement programs such as 401(k) Profit Sharing Plans, ERISA & Non-ERISA 403(b)s, Defined Benefit Plans, Cash Balance,...
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Mary Malone

310-780-2304

213-239-0808

[email protected]

Originally from Denver Colorado, Mary Malone and her family now reside in Southern California. Mary has her BA from Mesa State University in Grand Junction Colorado.After College Mary began her career in travel and tourism in Hawaii...
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Peggy Muse

College: University of Oregon. Major: Communications, business administration. Peggy began her career working as a lobbyist with OSPIRG, a Ralph Nader organization, and outreach of Public Citizen Litigation. She worked for legislative...
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Rhett Phillip Warriner, Esq.

Attorney

213-239-0800

213-239-0808

Mr. Rhett Warriner, Attorney, is a managing partner in the law offices of Warriner, Green & Associates, LLP located in Los Angeles, CA. Mr. Warriner graduated from UC Berkley with an AB in 1986 and then graduated from the USC Law...
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