Damian Hedley

Much like you don't wait to join a gym until you're healthy, you shouldn't wait to work with a financial planner until you're wealthy. Unfortunately, the financial industry historically only wants to work with clients who have <insert any seven-digit-minimum amount of assets>. The good news is there are now plenty of financial planners who will gladly work with clients regardless of how much they have already saved. I am one of those planners. ;) I've been a financial planner for over a decade now, and I've worked lots of different clients from all walks of life. I've come to learn that sticking to the basics and keeping things simple is the best approach when helping clients develop a financial plan. My role is to help guide you on your path to financial freedom. New clients start with a financial plan. This is where we talk about your goals, time horizon, and all the numbers. We’ll review different scenarios so you can see what’s possible. By the end of the initial plan, you should be up and running, moving in the general direction of your goals. In six months (or sooner, if you prefer), we’ll meet to review how things are going and make any needed adjustments. From there on, we’ll talk about any future meetings that may be beneficial.

Holzberg Wealth Management is a family-owned and operated financial planning and investment management firm based in Marin County, CA. As your financial advisors, we serve you as a fiduciary and are fee-only, so we never receive commissions of any kind. We help individuals and families like you in the greater San Francisco Bay Area and virtually nationwide with the financial decision-making process to organize, grow, and protect your assets. Marcus is a CERTIFIED FINANCIAL PLANNER™ at Holzberg Wealth Management. Before joining the firm, Marcus worked for the private equity and consulting firm AlphaSights in downtown San Francisco. From there, he moved to Manhattan, working in the entertainment industry for Sloss Eckhouse Dasti Haynes LawCo and Cinetic Media. During his time at the firms, he worked across both companies in various advisory capacities, including business and legal affairs, financing, corporate consulting, brand relations, and more.

Benjamin Garrison is a Financial Advisor at Merrill Lynch Wealth Management who specializes in serving affluent families, business owners, executives, and medical professionals. Since joining Merrill in 2021, he has helped clients navigate complex financial decisions, focusing on areas such as family wealth management, managing new wealth, and small business strategies. His work centers on guiding clients through important life transitions, including career changes, growing practices, and family-owned enterprise demands. Benjamin utilizes a disciplined planning framework to optimize cash management, structure retirement and investment strategies, design succession plans, navigate equity compensation and employer benefits, and build tax-efficient wealth strategies intended to endure across generations. His approach emphasizes deep listening, customized strategies, and proactive service. He earned a Bachelor's Degree in Finance from Oregon State University, where he was Team Captain and a four-year varsity coxswain on the Men’s Rowing Team. Outside of work, Benjamin enjoys playing multiple sports, fishing, hiking, skiing, and spending time with his family. He remains active in his alumni rowing community and is a member of the Oregon State Men's Rowing Alumni and Oregon State University Alumni Association.

Mike Yasin is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, he focuses on empowering clients to pursue their financial goals through personalized planning and emphasizes effective communication and relationship-building. Prior to his current position, Mike worked in Sales and Relationship Management at BNY Mellon from 2011 to 2024. His professional experience spans wealth accumulation and preservation, guiding individuals and families through financial planning processes. Mike holds a California Insurance License. Outside of his professional work, he engages in family activities, fitness, music, photography, running, and scuba diving.

Tamika Workmon is a Wealth Management Planning Consultant at Fidelity Investment, a position she has held since 2021. In this role, she collaborates with clients and their Wealth Management Advisors to develop customized financial plans that align with clients' short- and long-term goals. Prior to joining Fidelity Investment, Tamika worked as a Financial Advisor at MassMutual from 2019 to 2021 and at Merrill Lynch from 2011 to 2013. Tamika holds insurance licenses in Arkansas and California, supporting her expertise in wealth management and financial planning. She emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Outside of her professional work, Tamika enjoys football, singing, softball, swimming, spending time at the lake, and socializing with friends.