LEADERSHIP TEAM

Tania Herbert, MBA

Tania Herbert, MBA

CEO-President

Raised in a small village in the Andes Mountains of Perú, Tania immigrated to the United States without a penny. Over the past 18 years, she has developed a successful finance and insurance practice.

She graduated with a master’s degree in Finance from Azusa Pacific University, then founded Herbert Financial Group to consult businesses in the areas of tax strategy, financial planning, business coaching, insurance needs, and asset protection.

In October 2017, Tania was nominated as a prominent character in the Los Angeles Hispanic Community by the organization ACUDE. Tania contributes to several non-profit organizations, including “Lending Hope” where she sits on the Board of Directors.

Tania continually supports and sponsors different organizations that help highlight diversity, culture and most importantly to underserved children in developing countries. Sharing her personal plight, Tania authored and released the book “Success without Borders” in June 2017.

Today, Herbert Financial Group is experiencing rapid growth by honoring their mission of “Empowering Business Owners”. Tania’s vision and drive stem from her personal and professional passions for helping business owners thrive, especially in the Hispanic Community.

Andy Hanna

Andy Hanna

Managing Partner

Andy Hanna is a distinguished leader and the Managing Partner of Herbert Financial Group, a premier financial services firm. With a stellar academic background and profound expertise in the business realm, Andy has been a key architect of the company’s growth and success.

Possessing two esteemed graduate degrees, Andy’s most recent academic milestone includes a Master’s degree in Organizational Leadership from Woodbury University Business School, where he graduated Summa Cum Laude. This exceptional academic achievement underscores Andy’s unwavering commitment to excellence and his exceptional intellectual prowess.

Andy is renowned for his exceptional customer service acumen and exemplary leadership qualities, both of which have been instrumental in distinguishing him within the industry. His ability to forge strong client relationships, discern their unique needs, and deliver bespoke solutions has solidified his reputation as a paragon of service excellence. Furthermore, his adept leadership skills have steered Herbert Financial Group towards sustained growth and prosperity.

Drawing upon his extensive knowledge and experience in the business landscape, Andy brings a wealth of expertise to his role as Managing Partner. He adeptly leverages his profound understanding of financial markets, strategic planning, and operational intricacies to drive the company’s strategic direction and financial success. Andy’s visionary outlook and innovative strategies have been pivotal in establishing Herbert Financial Group as an industry leader.

In essence, Andy Hanna epitomizes a visionary leader, a consummate professional, and an invaluable asset to Herbert Financial Group. His relentless pursuit of excellence, coupled with his proven track record of achievements, underscores his pivotal role in propelling the company to new heights and solidifying its reputation as a trusted partner for clients seeking expert financial guidance.

Mina Shokralla

Mina Shokralla

Managing Director-Head of Operations

At the age of 15, Mina immigrated to the U.S., overcoming cultural challenges to graduate high school with high honors. His passion for Psychological Sciences, combined with a focus on mathematics and statistics, fueled his achievement of a high-honors Bachelor’s degree in Forensic Psychology.

Mina further enriched his expertise by acquiring certificates in Essential Business Management, seamlessly blending psychology with finance. Harnessing this unique skill set, he entered the financial sector, where his proficiency in Psychological Sciences and financial acumen propelled him into a prominent role at a leading financial group company.

Today, Mina excels in crafting innovative tax mitigation strategies, showcasing the fusion of academic prowess and business acumen in the financial sector. His dedication to his craft and his ability to leverage his diverse background make him a valuable asset to the Herbert Financial Group.

Narda Barron

Narda Barron

Head of New Business-Underwriting

Narda Barron, a versatile professional, seamlessly transitioned from the vibrant world of fashion to making a significant impact in the financial sector. With a dynamic career that reflects her adaptability and keen insights, Narda currently thrives in a financial group.

Having initially honed her skills in the ever-evolving realm of fashion, Narda brought a creative and strategic mindset to her current role. Her background in fashion not only speaks to her aesthetic sensibilities but also underscores her ability to navigate diverse industries with finesse.

In her current position within the financial group, Narda’s expertise and commitment shine through. She plays a crucial role in shaping financial strategies and contributing to the success of the team. Her unique blend of experiences, combining the creativity of the fashion world with the precision of financial acumen, sets her apart as a valuable asset in the competitive financial landscape.

Narda Barron stands as a testament to the power of embracing change and leveraging a diverse skill set. Her journey from fashion to finance exemplifies her resilience, adaptability, and the ability to excel across different domains.

Narda Barron’s valuable contributions make her a key asset to the Herbert Financial Group.

Darrell G. Brooke, Attorney

Darrell G. Brooke, Attorney

Estate Planning

Darrell G. Brooke is the founder of The Brooke Law Group, located in the heart of Old Town Monrovia. He is a Certified Specialist in Estate Planning, Trust, and Probate Law and also practices taxation, business planning, business law, and elder law. Prior to founding the firm, Darrell worked for three of the largest law firms in Los Angeles, specializing in estate planning and probate. Mr. Brooke received the highest possible Martindale-Hubbell AV – Rating by his peers: 5.0/5.0 (out of 5.0).
Darrell serves the legal industry in two major capacities: On the State Bar of California, he is a member of the Probate Committee and the Estate Planning, Probate and Trust Section. He is also a member of the American Bar Association’s The Real Property, Probate and Trust Section; Lifetime and Testamentary Charitable Gift Planning Committee; and Lifetime Transfer: Transfer Tax Issues Committee.

Darrell is also actively involved in his community.

Juan Bravo de Rueda

Juan Bravo de Rueda

CPA Specialist un Pension Plans

Juan Bravo, a seasoned Certified Public Accountant with a wealth of experience in California and Peru. With a bachelor’s degree in Accounting and being a CPA in California as well as a CPC in Peru, Juan brings a strong foundation of expertise to Herbert Financial Group.

Juan’s extensive background includes serving as an expert in tax matters for small businesses and personal tax issues, as well as fulfilling roles in various accounting fields and as a controller for major companies such as GE. Additionally, Juan is well-versed in budget preparation and execution, along with other managerial engagements, making him a valuable asset to the financial team at Herbert Financial Group.

Over the last six years of Juan’s career, he has focused on assisting small businesses in Los Angeles, mastering tools like QuickBooks as a ProAdvisor to provide top-notch financial support. Juan’s bilingual proficiency in English and Spanish further enhances his ability to connect with a diverse clientele, aligning with Herbert Financial Group’s commitment to inclusivity and accessibility.

With a remarkable capability to simplify complex financial situations and communicate effectively with clients, Juan embodies the client-focused approach that is at the core of Herbert Financial Group’s mission. We are thrilled to welcome Juan Bravo to our team, where his expertise and dedication to personalized financial solutions will undoubtedly benefit our clients and contribute to our continued success.

Derek A Arms

Derek A Arms

Partner

Derek has been a Healthcare and Medical Device Industry leader for over twenty-five years. He won several Presidents Clubs awards for outstanding performance in Management, Marketing and Education and Training with two different Fortune 500 Medical Device Companies. Derek received a MBA from the University of Phoenix and a Pre-Med Biology degree from Fisk University in Nashville TN. Derek originally obtained a California Department of Insurance license in December 2012 where he specialized at that time in educating and providing Disability Insurance and Long Term Care insurance working with Healthcare Providers such as Physicians, Physician owned Medical Practices, Nurse Practitioners, Nurses, Physician Assistants and Hospital Administrators. Derek has contracted Financial Services with several well-known companies such as Transamerica, Northwestern Mutual and Mass Mutual. He was recognized as a rising star at Transamerica. Derek now focuses on tax mitigation for Healthcare Providers by utilizing several financial modalities such as Cash Balance Planning, and Long-Term Care for Business Owners. Derek is well known for his honesty, integrity, and wealth of knowledge and resources in Financial Services working with the Healthcare and Medical Device Industry.

Anaelsy Escobar

Anaelsy Escobar

Client Relationship Director
Carlos Alberto

Carlos Alberto

Accountant Specialist in Tax Mitigation Strategies

Carlos Alberto Hernandez is a seasoned Accountant with over 20 years of experience in taxes, finance, accounting, budgets, and e-commerce. Graduating from the National Polytechnic Institute in Mexico City, Carlos has worked with renowned.

Companies such as Coca Cola, Samsung Electronics Mexico, and New York Life Insurance, honing his expertise and gaining valuable insights into financial management and accounting practices.

As a proud member of the Herbert Financial Group, Carlos brings a wealth of knowledge and a passion for knowledge sharing and continuous learning. Beyond his career, he finds joy in reading, visiting museums, watching movies, traveling, and immersing himself in diverse cultures. His love for sports instills in him qualities such as discipline, teamwork, and perseverance, which he seamlessly integrates into his professional life.

Mark Diaz

Mark Diaz

Accountant Specialist in Tax Mitigation Strategies

Mark was born and raised in the heart of Los Angeles, California, where the vibrant cityscape and diverse culture became an integral part of his identity. Mark exhibited an entrepreneurial spirit from a young age that would shape his future endeavors.
Growing up in LA, Mark navigated city streets with curiosity and determination. He spent his high school years interested in business and wanting to understand the corporate world’s ways.
Upon graduating high school, Mark set his sights on higher education to refine his business understanding. He enrolled in a reputable college, where he pursued a major in business administration.

During Mark’s college journey, he actively engaged in classroom discussions, collaborated on group projects, and sought internships to gain practical experience. Balancing academics with practical experience, Mark took on a part-time job at a local cafe. This hands-on experience provided him with financial independence and exposed him to the realities of the service industry. Working in the cafe allowed him to hone his interpersonal skills, customer service abilities, and strong work ethic – qualities that would later serve him well in his professional endeavors. As Mark approached the culmination of his undergraduate journey, he reflected on the transformative impact of his education at Cal State LA.

Graduating with a Bachelor’s degree in Accounting marked a significant milestone, symbolizing academic achievement and the development of crucial skills that would propel him into the professional realm. Mark’s journey is an inspiring testament to the power of education, hard work, and determination. His story reminds us that with dedication and a clear vision, one can overcome challenges and succeed in pursuing knowledge and professional excellence.

Selim Hanna

Selim Hanna

Professional CPA Accounting, Auditing & Taxes

Selim Hanna is a licensed Certified Public Accountant (CPA) with over 20 years of experience in public accounting. He is an Accounting, Auditing, and Tax Professional (GAAP corporate accounting and auditing). He has expertise in tax preparation, tax planning, tax savings, financial analysis, and audit compliance. He is highly knowledgeable in tax laws and works with clients to optimize their financial strategies.

Selim Hanna gained his practical experience through his work at Deloitte, which is one of the big 4 audit firms in the world, through conducting financial audits, accounting, and taxes for individuals and corporations
Outside of his creative work, he plays basketball, tennis, and tennis table. He is also an outdoor fanatic who loves fishing, golf, and trekking.

SOFTWARE SKILLS:
Audit Approaches: Accounting Software’s:
Ta Software’s

Sheryl Cannon

Sheryl Cannon

Accountant

Sheryl Cannon comes to the industry as a second generation CPA with all the experience you could hope a CPA would have. She began her career in 1976 under the guidance of her father and quickly rose to partner within the family business. Her attention to detail, commitment to perfection, prudent management & remarkable relational skills make her the most valuable asset in your time of need.

Sheryl has seen it all & experienced it all. There is no accounting rock that has not been unturned by this miracle worker. Her ability to translate the tax language into plain English is enough to make her fluently bilingual. Common sense reigns high when she communicates tax codes and compassion & kindness are involuntary.

Alexandra Arreola

Alexandra Arreola

Executive Assistant

Alex is a dynamic and accomplished individual with a rich background and a strong commitment to personal growth and community betterment. Raised in the vibrant city of Los Angeles, Alex was influenced by the hardworking women in the accounting field who surrounded her, instilling in her a deep sense of dedication and perseverance.

A versatile talent, Alex pursued her higher education at Pasadena City College, where she not only excelled as a student but also shone as an athlete, particularly in basketball. Her athletic journey began in high school and continued through college, culminating in a rewarding experience as a youth coach for the WNBA, where she mentored and inspired the next generation of players.

Motivated by a genuine desire to understand and positively impact society, Alex pursued a degree in sociology, graduating with an associate’s degree. This academic achievement set the stage for her transfer to Cal State Northridge University, where she continued her studies with a focus on societal structures and human behavior.

Throughout her time at Northridge, Alex remained dedicated to her personal and professional development, taking on various jobs to gain practical experience and expand her skill set. Her commitment to success and her unwavering determination to seize career-changing opportunities were evident in her endeavors.

With a passion for helping others and a keen insight into customer needs, Alex found her calling in the realm of self-management and improvement. Drawing upon her sociology background, she developed a deep understanding of human interactions and societal dynamics, enabling her to effectively address the diverse needs of individuals seeking personal growth and development.

In summary, Alex embodies a unique combination of athleticism, academic curiosity, and a genuine desire to make a positive impact on the world around her. With a solid foundation in sociology and a wealth of practical experience, Alex is well-equipped to excel in any endeavor she pursues, driven by a strong commitment to excellence and a heartfelt passion for empowering others to thrive.

Simratpal Singh Syan

Simratpal Singh Syan

Strategic Finance Intern
Simratpal Singh Syan, hailing from an agrarian background, initiated his academic journey with a Bachelor of Technology in Production Engineering from Guru Nanak Dev Engineering College, Ludhiana, Punjab. His drive for continuous learning led him to pursue a Post Graduate Diploma in Artificial Intelligence and Machine Learning from the National Institute of Technology, Warangal, Telangana, India. 
Simrat leverages his diverse skillset, combining public service experience and cooperative sector management knowledge, to drive positive social and economic change. As an Officer in the State Government of Punjab, India, he spearheaded impactful initiatives that demonstrably improved community well-being and financial transparency within the rural ecosystem. His efforts were pivotal in leading a comprehensive COVID-19 response at the grassroots levels and exposing substantial financial malpractices within credit cooperative institutions, safeguarding financial integrity. Known for his exceptional problem-solving and investigative skills, Simrat’s career exemplifies his unwavering commitment to ethical governance, social betterment, and the effective execution of public administration initiatives. 
Currently pursuing Master of Business Administration (MBA) specializing in Financial Analysis and Valuation at University of Southern California Marshall School of Business and managing University’s endowment funds in Student Investment Fund as a Portfolio Manager.
In his free time, Simrat enjoys reading Japanese manga, watching anime, and engaging in community service. He also cherishes spending quality time with his child.

ADVISOR TEAM

Claudia Carrillo

Claudia Carrillo

Director Of Advisors

Claudia Carrillo served as president of the Early Education Program in San Diego. She represented more than 240 families. She has experience working with the community and providing value to them. Before becoming licensed as a life insurance agent, she taught families the principles of money management, budgeting, and the importance of creating an educational fund for their children, as well as a retirement plan. for them. She has experience as a Life Coach that has helped her build strong, strong relationships with clients.

Baltazar Moreno

Baltazar Moreno

Advisor

Baltazar is a professional specializing in investment analysis, private equity, venture capital, derivatives, foreign exchange, and financial asset management. His experience in identifying investment opportunities and conducting thorough due diligence, Baltazar excels in optimizing returns through strategic portfolio management. He designs options strategies to reduce the risk and enhance the return, achieving effective risk management and cash flow generation. Baltazar holds a Master of Business Administration with a Finance Concentration from Pepperdine Graziadio Business School, a graduate degree in Civil Industrial Engineering, a Bachelor’s Degree in Engineering Sciences, and a Series 65 License.

Madeline Magruder

Madeline Magruder

Advisor

Madeline Magruder is a professional with experience in several areas. She began her career in digital marketing, on T1 advertising where she successfully attracted clients. After that, she moved into the hospitality sector, working in sales with Ten Five Hospitality. Madeline has also broadened her skill set by obtaining a license in life and health insurance, Additionally, she balances her career with part-time modeling.

Dexter Borlaza

Dexter Borlaza

Advisor

Dexter Borlaza, a distinguished graduate of the University of Santo Tomas in the Philippines with a degree in Hotel and Restaurant Management, has forged a dynamic career path. His journey began in the vibrant world of the casino industry, where he gained extensive experience in US and Asia. Upon migrating to the United States, Dexter embraced entrepreneurship with a tenacious spirit.

In his entrepreneurial endeavors, Dexter has made significant strides across various industries. His acumen extends to real estate, where he has successfully navigated the intricacies of property dealings. Notably, he has delved into real estate finance, demonstrating a keen understanding of the financial intricacies of this sector.

Beyond real estate, Dexter has made noteworthy contributions to the health and wellness industry, reflecting a commitment to holistic well-being. His foray into the financial industry showcases a versatile skill set and a dedication to mastering diverse fields.

Dexter Borlaza’s journey epitomizes adaptability and a relentless pursuit of excellence, seamlessly transitioning from a background in hospitality to thriving as an entrepreneur across multifaceted industries in the United States.

Marco Flores

Marco Flores

Advisor

Marco Flores immigrated from Mexico City at the age of 17. With no immediate family, he began working to make a living and entered the manufacturing field as a machinist. Shortly thereafter, he was promoted to production supervisor, marking the beginning of his leadership journey. Working directly with teammates and associates, his passion for adding value to others grew, leading him to join the John Maxwell group as a certified coach and leadership trainer in 2018. As a community leader from Saddleback Church en Español, Marco recognized a void in the Hispanic business world – a lack of guidance, information, and education that causes Hispanic business owners to struggle. In response, he obtained a P&C license along with his Life and Health licenses in order to provide more value. In addition to his work as a certified coach and leadership trainer, Marco has also leveraged his expertise in financial services to provide guidance and support to Hispanic business owners, further demonstrating his commitment to making a positive impact in the community. With his extensive knowledge in financial services, Marco is dedicated to helping business owners navigate the complexities of insurance and financial planning, empowering them to achieve their goals and thrive in their endeavors. As an integral part of the Herbert Financial Group, Marco continues to exemplify a strong dedication to serving the needs of the Hispanic business community, offering tailored financial solutions and support to help entrepreneurs and business owners succeed.

Yazmin Marinez

Yazmin Marinez

Advisor

Welcome to the Premier Real Estate Experience in Southern California

Yazmin Marinez is your gateway to exceptional real estate services as a distinguished member of the renowned Herbert Financial Group. With nearly two decades of experience, Yazmin has solidified her reputation as a trusted professional in the industry, specializing in negotiation and delivering personalized guidance to clients at every stage of their real estate journey.

Whether you are looking to invest in a new property, find the perfect location for your business, or sell your current property, Yazmin’s commitment to excellence and proven track record of success make her the ideal partner for all your real estate needs.

Experience the personalized approach and professional excellence that define Yazmin Marinez as your trusted real estate advisor in Southern California. Discover the difference of working with a professional who is Experienced. Knowledgeable. Professional.

Yazmin Marinez of the Herbert Financial Group: Your Key to Real Estate Success in Southern California.