Village Wealth Advisors

Jon Courtney is a CFP® professional with 21 years of experience in the financial industry. He is currently with Village Wealth Advisors in Westlake Village, CA, and has prior experience at Our Wealth Guides, Inc., Avalon, LLC, and Alexandria Capital LLC. Village Wealth Advisors provides financial planning and discretionary portfolio management to individuals and high-net-worth clients. The firm employs a diversified investment approach grounded in Modern Portfolio Theory, offering broad financial planning services alongside portfolio supervision and advice on held-away accounts.

Jamie Lovin is a CFP® professional with experience at Integrated Planning & Wealth Management, LLC since 2025. Prior to that, he worked at Advantage Trust Company, Bank VI, and Central National Bank. Integrated Planning & Wealth Management manages approximately $80.4 million for around 133 clients, including individuals, high-net-worth clients, pension plans, and small businesses. The firm specializes in serving optometric private practice owners and employs a diversified, risk-based investment approach incorporating Modern Portfolio Theory and fundamental analysis.

Andrew Brooks is a financial advisor at Village Wealth Advisors with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including Avalan, LLC and B&B Premier Insurance Solutions, Inc. Outside of his advisory role, he is involved with Pizzola Insurance as an insurance producer. Village Wealth Advisors provides financial planning and discretionary portfolio management to individuals and high-net-worth clients. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified allocations across various asset classes and incorporating tax-efficiency and risk considerations.

Nayivi has been in the industry for over 13 years. She holds a Certified Financial Planner™ designation and is a member of the UCLA Alumni Association and the Association of Latino Professionals in Finance and Accounting (ALPFA). In Westlake, she was a founding member of Women 2 Women, a group focused on meaningful connections for personal and professional growth. Her areas of expertise include retirement planning and long-term investment management. She enjoys seeing clients make sound financial decisions and enjoying the fruits of their labor. Nayivi received a bachelor’s degree in Political Science and History from the University of California Los Angeles and an MBA in Financial Planning from the California Lutheran University. For the past 8 years, she lives in Mission Hills, CA with her husband and daughter.