Patrick Schattilly – Co-Founder, Chairman, & Chief Investment Officer.
He is interested in the financial markets, reading, and sports. Patrick began investing privately at age 12 with the purchase of Bob Evans. Patrick helped launch an investment club and served as one of the lead executives in early 2009 until 2015. He graduated from Rio Hondo College with an Associates of Arts with an emphasis in Business. Patrick also earned a Bachelors of Science in Political Science with an emphasis in Public Administration from Biola University. Patrick dedicates time as a Girls Varsity Basketball Assistant Coach at Whittier High School.
Ron Rodriguez – Co-Founder, Director, President, & Chief Executive Officer.
He is captivated by the financial markets, business, and history. His interest in the financial markets led him to begin investing for himself in 2007. Ron helped launch an investment club and served as one of the lead executives in early 2009 until 2015. He graduated from California State University, Fullerton with a Bachelors of Science in History. Ron also earned a Masters of Arts in Biblical and Theological Studies from Biola University. He is currently working with the Whittier City School District as a Substitute Special Education Instructional Aide. Ron serves as a Girls Varsity Basketball Assistant Coach at Whittier High School.
Bonnie Morris – Co-Founder & Director.
She is a long-time genealogy practitioner who focuses on researching family heritage and teaching others the skills of the trade. Bonnie is a lifelong investor in the financial markets and real estate. She helped launch an investment club and served as one of the Board of Members in early 2009 until 2015. Bonnie is a mother of four children and a grandmother of six. She is now retired.
Danique Rousseve – Director & Director of Office Operations.
She is family oriented person passionate about caring for her family and animals. She has been involved in assisting Patrick and Ron with the company since 2013 in various capacities when it was still an investment club. Danique continues to assist the business with numerous administrative responsibilities as needed to help create an efficient working environment. She graduated from El Rancho High School and is continuing her education by attending Rio Hondo College taking classes to complete an Associates Degree with an emphasis in child care. Danique has beginning to work with the local public library.
Gilbert Ceniceros – Director.
He enjoys time with his family going to amusement parks, riding bikes, going to the movies and camping. Gilbert became a Whittier Police Explorer while attending La Serna High School before attending the Rio Hondo Police Academy. He worked at his father’s Machine shop as a machinist. After his father’s business had closed, Gilbert began working with the Office of Inspector General as a Special Agent assigned to Amtrak. During his time, he began working with the Whittier Police Department. He has served as a Sustainment Brigade supply officer Staff Sargeant for the California State Military Reserve at the Long Beach Armory.