Our Leadership
MARC
JACOBY
For over 35 years, Marc Jacoby built a successful career in financial services before he began leading the TLJ team in 2009. A Certified Financial Planner with a background in investments and insurances, he brings his depth of wisdom and genuine passion for helping people into everything he does. After standing by Terry’s side while she built the business, Marc respects the unique gifts she possessed that made her successful, and he remains committed to carrying on the TLJ culture of fiercely protecting and nurturing the family of clients in her honor.
ALEJANDRA
CABALLERO
Alejandra (Alex) has been managing high-net-worth individuals for over 23 years. After earning her bachelor’s degree in accountancy, Alex began her career at TLJ working closely with the firm’s founder Terry Jacoby, who recognized and nurtured her natural talent for business management. Alex is passionate about making a tangible difference in each client’s life by involving them in the journey of creating a more secure financial future for themselves and their families.
KATYA
IATCHMENEVA
Katya has been with the firm for over 15 years, where her passion for taking care of her clients’ financial lives and for keeping up with the fast-changing tax industry recently inspired her to get her master’s in taxation. Prior to her tenure at TLJ, Katya provided accounting services within the business-affairs divisions of two entertainment-industry agencies. She enjoys giving creative individuals the freedom and confidence to pursue their aspirations while she manages and helps build their financial futures.
RICH
FERDINAND
Following his tenure with Deloitte & Touche, Rich joined TLJ in 2019. A California CPA, he draws from his years of experience as a Chief Financial Officer of entrepreneur-owned businesses across a variety of industries. At TLJ he regularly collaborates with each client’s team to assess their business and personal financials and provide operational and budget recommendations to maximize performance.
