Joe Estes serves as Senior Financial Advisor, Executive Director, and Director of Technology Investments for Tamar. As a Series 65 licensed advisor, he combines wealth management expertise with a distinguished background in software architecture and technology leadership, providing unique insight into the companies and innovations shaping tomorrow’s economy.

Prior to joining Tamar Securities, Joe led mobile development at NASA’s Jet Propulsion Laboratory (JPL). He earned an MBA from the University of Redlands and a bachelor’s degree in computer information systems from Cal Poly Pomona. Passionate about financial education, Joe has also served as an Information Systems professor at the University of Redlands, teaching Financial Technology to MBA candidates.

Richard Mason serves as Senior Financial Advisor and Executive Director of Investments for Tamar. He has been helping individuals and families pursue their financial goals since 2001.

A proud U.S. Army veteran, Richard honorably served his country and was awarded the Army Commendation Medal for meritorious service. He later built a successful career in financial services, achieving the position of Regional Vice President with Primerica Financial Services before joining Tamar Securities in 2018. Since then, he has played a key role in expanding the firm’s presence within the first responder community, helping thousands of families access financial education, investment guidance, and retirement planning resources.

Richard is committed to building lasting client relationships and helping families navigate important financial decisions with confidence. Outside of work, he enjoys spending time with his wife, five children, and six grandchildren, as well as golfing and enjoying the outdoors.

David Sirin serves as a Senior Financial Advisor at Tamar, attributing much of his success to his diverse professional background. Following his graduation from UCSB, he worked in the entertainment industry as a Postproduction Coordinator for Bunim/Murray Productions, contributing to popular MTV and VH1 programs. He later received his Juris Doctorate (JD) from The Chapman University School of Law and worked in the legal field for several years before recognizing an opportunity to combine his creative, analytical, and legal expertise within the financial services industry.

David started as an investment professional in 2010 as a Financial Advisor with AXA Advisors, LLC. By 2013, David had joined TD Ameritrade as a Financial Advisor and was quickly promoted to Senior Financial Advisor working with ‘High Net Worth’ individuals and entities. David continued there until 2020 when he began working with Tamar Securities, LLC.

This unique blend of experience along with Series 7 and 65 certifications enable David to approach client relationships with a thoughtful, strategic perspective, helping individuals and families navigate complex financial decisions with confidence.

Eric LeCours, JD, CFP® is a Financial Advisor with Tamar Securities and its affiliated brands. With more than a decade of experience in financial services, Eric specializes in helping first responders and their families navigate retirement planning, investment management, and wealth preservation strategies tailored to the unique financial opportunities and challenges of public safety careers. He began his career with Merrill Lynch, Pierce, Fenner & Smith Inc., and later served as a Financial Advisor with Silversage Advisors in Irvine, California, before joining Tamar Securities.

Eric’s diverse educational background provides him with a unique perspective when advising clients. He graduated magna cum laude from Syracuse University, earning dual Bachelor of Arts degrees in Political Science and Philosophy, and later earned his Juris Doctor from Rutgers Law School. He is also a registered representative with Purshe Kaplan Sterling and holds Series 7 and Series 66 securities registrations.

Dominick Savo has been serving clients in the financial services industry since 1998. He spent 15 years with Primerica Financial Services as an Independent Financial Representative before joining Tamar Securities in August 2013. Today, he serves as a Senior Investment Advisor, helping clients navigate their investment and financial planning needs.

Dominick holds his Series 6, 26, 63, 65, and is licensed as an agent for Life and Health Insurance in the state of California.

Before entering the financial services industry, Dominick earned a Bachelor of Science in Chemical Engineering from Tri-State University, a Master of Science in Physical Chemistry from Loyola University, and a Master of Management from Northwestern University.

Mark Benavides is a Financial Advisor primarily serving clients of 911 Financial Services, a division of Tamar Securities, LLC. Mark earned both a Bachelor of Science in Public Administration as well as a Master of Science in Leadership and Management from the University of La Verne. Mark holds Series 6, 63, 26, 65 securities licenses.

After a career in law enforcement in southern California, Mark began his financial career working for a Fortune 1000 company providing financial services to families. Mark is focused on helping first-responder clients make the best possible financial decisions, allowing them to take control of their financial futures.

Jonathan Ezra is Head of Trading at Tamar Securities, where he oversees the firm’s trading activity across equities and fixed income. Beyond trading, Jonathan has contributed to the development of Tamar’s proprietary investment strategies.

Jonathan joined Tamar in 2019 as a Junior Trader while completing his undergraduate studies. In his current role, he leads trade execution and portfolio implementation. He also sits on the firm’s Investment Committee, where he helps shape investment views and translate them into portfolio strategy. He has designed and implemented portfolio-management and trading processes that use data analysis, automation, and internally developed tools to support more efficient and consistent investment decisions.

Jonathan also serves as a financial advisor, working directly with clients on investment strategy and portfolio management.

Jonathan graduated from California State University, Northridge in 2021 with a Bachelor of Science in Accountancy and is a CFA® charterholder.

Daniel Itzhaki earned a degree in Financial Analysis from California State University, Northridge, has passed Level I of the CFA Program, and holds the Series 65 license. With more than a decade of market experience, he serves on the firm’s investment committee, conducting equity research and investment analysis to support investment strategy and portfolio management decisions.

Daniel believes financial planning should encompass more than retirement alone. He works closely with clients to develop tailored investment strategies aligned with their broader life goals, helping them prepare for important milestones such as marriage, homeownership, and other major financial transitions. By balancing long-term wealth accumulation with near- and intermediate-term objectives, he strives to create flexible strategies that evolve alongside each client’s changing needs. As someone navigating many of the same life stages as his clients, Daniel brings a relatable perspective and a strong understanding of the financial decisions facing younger generations.

Gorge serves as a Financial Advisor at Tamar, joining in 2024 as a Financial Advisor Associate before quickly becoming a Financial Advisor. Gorge specializes in helping first responders and their families pursue their financial goals. Previously, Gorge was the founder and CEO of a plumbing business in the San Fernando Valley, which he led for ~10 years. Gorge ultimately joined Tamar to support advisors and clients of the firm in an associate role.

Gorge is passionate about helping his clients accomplish their goals and protect what they’ve built. Gorge seeks to approach his relationships with a thoughtful perspective, helping clients navigate key life events and financial decisions with confidence.

Frank Parks has served as a Senior Financial Associate at Tamar since 2010. He brings more than three decades of experience in financial services.

Frank began his career in the financial industry in 1987 with Dean Witter Reynolds before continuing at Morgan Stanley in Beverly Hills. In 2003, he joined The Oppenheimer Group alongside Amit Stavinsky, further expanding his experience serving wealth management clients.

Frank earned a master’s degree in communication from the University of Maryland in 1981 and holds FINRA Series 7 and Series 63 licenses. He is also licensed to offer life insurance products in the State of California. Since joining Tamar, Frank has remained dedicated to helping clients navigate their financial goals through personalized guidance, industry expertise, and long-term relationship management.

Javier Orozco serves as a Client Associate with more than 30 years of experience in the financial services industry and holds Series 7, Series 63, and Series 65 securities licenses in California. Throughout his career, he has served in trading, operations, and client-facing roles, including as a Senior Financial Consultant for Fortune 500 companies.

Javier leverages his extensive knowledge of financial markets, investment strategies, and wealth management to help clients make informed decisions. He is committed to understanding each client’s unique goals and takes a personalized, relationship-focused approach to financial planning, helping clients navigate changing markets and stay focused on their long-term objectives.

Andrew Scott is a Financial Advisor Associate at Tamar Securities, where he works closely with advisors to support client relationships, conduct portfolio reviews, and help ensure clients receive timely, personalized service. He holds Series 7 and Series 66 registrations and is dedicated to helping clients navigate important financial decisions with professionalism, integrity, and attention to detail.

A graduate of the University of Southern California, Andrew takes pride in providing dependable support to both clients and advisors while contributing to Tamar’s commitment to delivering exceptional client service by combing strong communication skills with a keen interest in economics, financial markets, and long-term wealth management. Andrew strives to ensure each client relationship is built on trust, responsiveness, and a thorough understanding of each client’s unique goals and financial objectives.

John Townsend earned a Bachelor of Arts in International Relations with an emphasis in Global Business from the University of Southern California, where he developed a strong interest in global economics, business, and financial planning. With six years of experience in wealth management and the Certified Financial Planner™ (CFP®) designation, he specializes in comprehensive retirement planning for clients.

John is particularly focused on helping public safety professionals maximize their 457(b) deferred compensation plans and create tailored retirement income strategies designed to support their long-term goals and lifestyle needs. John strives to maintain a professional, organized, and detail-oriented approach, as well as a commitment to financial education and personalized guidance.

Owen Kim serves as the firm’s Lead Trading Analyst, specializing in portfolio construction, investment models, and wealth management strategies. He earned a Bachelor of Arts in Economics from the University of California, Irvine, and holds the Series 7, Series 66, and insurance licenses.

Owen works closely with advisors and clients to provide insight into portfolio models and the firm’s investment strategies. He believes that strong collaboration, clear communication, and a disciplined approach to investing are key to helping clients pursue their long-term financial goals. Committed to professional growth and exceptional service, Owen strives to deliver meaningful outcomes and a high-quality client experience.