Office Staff

We have a dedicated office staff that is available to assist our clients and seminar attendees in any way needed. They also support our financial advisors and make sure the office runs efficiently at all times.

 
Nisha Varma

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Operations Manager

Nisha manages our office staff and handles all details of the office operations. She also trains all new staff and provides support to our financial advisors. Nisha is a very busy mother of three young children and prides herself in their amazing growth and potential. Nisha enjoys shopping and has recently taken up gardening and has set a goal to get a green thumb.
 
Stephanie Grimwade

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Special Projects Associate / LPL Registered Administrative Assistant

Stephanie is securities registered and insurance licensed and assists Sandeep Varma with advanced cases, developing complex strategies for multigenerational planning. Stephanie has three beautiful young children and is very family oriented.
 
Francesca Navarre

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Client Relations Coordinator

Francesca assists in the client service department. She helps with processing client transactions and new business paperwork. Francesca assists Steve with client reviews and overall client activity. Francesca enjoys biking and appreciates fine art. She can often be found at her parent's house in San Diego enjoying her mother's Peruvian specialties.
 
Briana Lovett

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Life Insurance Coordinator

Briana handles all insurance underwriting and makes sure that all application requirements are met. She also works closely with our financial advisors assisting them with strategy design and implementation. In addition, she supports the office team, especially Nisha Varma, with the changing daily administrative requests. Briana is an accomplished writer, having several of her poems and short stories published.
 
Mindi Jellison

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Client Relations Coordinator

Mindi assists in the new client service department and new business strategy development for our Bay Area clients. Mindi helps with processing client transactions and new business development.  In addition, she works with several local organizations within the Bay Area. Mindi loves to cook, garden, shop and enjoys time with her family.
 
Kym Ostberg

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Marketing / Events Coordinator

Kym is responsible for coordinating all seminars, workshops, client events and does the advertising for the company.  In addition she maintains and updates the  ATS Website and assists with reservations and confirmations for upcoming seminars. Kym likes to spend time with family, go camping, and working in her garden.