Michael H. Botkin
President
Mike Botkin specializes in helping pre-retirees and retirees build, preserve, and protect retirement assets. Since graduating from the San Diego State University School of Business in 1977, Mike has owned and operated small businesses, partnered in real estate development, and founded Preservation Financial and Insurance Services. In addition, Mike has been a featured industry speaker nationally, and has mentored hundreds of financial professionals. Mike strives to educate his clients on how to prepare for retirement, minimize the impact of market volitility on their assets, and deal with the challenges of increased longevity. Mike believes that a proper financial strategy blends both time proven tactics, as well as innovative new technologies to develop reliable income streams. Mike feels blessed to be married to his wife Nancy for 32 years. He enjoys mountain biking, kayaking, and traveling with Nancy.
Jeff Stemler
Investment Advisor Representative
Madison Avenue Securities, Inc.
CFP®, ChFC, CLU
Jeff Stemler has 40 years experience in the financial and estate planning field holding many professional designations including CFP®, ChFC, CLU, and CPCU. He has trained and consulted hundreds of financial professionals nationwide on his trademarked CAP.P.P Process. Past positions have included: Regional VP of Sagemark Consulting, Capital Analysts Principal and owner of a successful P&C firm for 12 years. He earned his BA at Kent State University but has been a long-time San Diego resident. He enjoys spending time with his wife and children, and running or sailing when he gets the chance.
Nancy Botkin
Vice President
Nancy Botkin started her professional life as a medical technician at a prosperous medical practice in Los Angeles. After a short period her strong organizational and financial acumen led her to become the manager of the practice. Her skills were instrumental in successfully reorganizing the practice at a time when the costs of malpractice insurance rates were skyrocketing. In addition Nancy was in charge of expanding the practice into both the Orange County and Palmdale/Lancaster markets. Years later Nancy was called on to be the assistant to the President and CEO of a major South Orange County hospital. In that role, one of her primary duties was to act as the liaison between the board of Directors and the President /CEO. When blessed with their two children, Nancy decided to stay home and take on her most important role as mom. In the late 1990's as their financial practice continued to grow, Mike needed Nancy to step into Preservation Financial in the role of Vice President. In her spare time Nancy enjoys regular workouts, travel, and especially being around her family.
Braden G. Botkin
Investment Advisor Representative
Madison Avenue Securities, Inc.
Braden Botkin is a CERTIFIED FINANCIAL PLANNER™ professional and Investment Advisor Representative with Madison Avenue Securities holding FINRA Series 7, 63, and 65 licenses. Before graduating with his BS in Finance from San Diego State University, Brady began helping clients construct risk-management, estate, saving, and gifting strategies to protect and grow wealth while minimizing taxes. He currently provides comprehensive financial planning and portfolio management for individuals and families using both traditional and alternative asset classes to manage market volatility. Brady seeks to offer his clients an educational experience that emphasizes the importance of stable and predictable investment returns with low equity market correlation. In his free time, Brady enjoys surfing, camping, and exercising.
Marta Wood
Customer Service Associate
Marta Wood has 30 years of experience in the insurance industry and for several of those years managed both New Business and Customer Service Teams in the home offices of Pacific Life and Matrix Direct. During that time Marta earned her certificate as an Associate of Customer Service through the insurance industry’s LOMA program. She puts that knowledge to use each day while providing our clients with the caring and quality service they deserve. Marta is the proud mother of two sons and the wife of a wonderful husband of 33 years. In her spare time she enjoys watching baseball and walking for exercise.
Valinda Washington
Events Coordinator
Valinda Washington was born and raised in Minnesota. She grew up working in her father’s financial planning office & was always so proud of the way he made a positive impact on his client’s livelihood and legacy, by helping secure their financial future. A believer in the importance of education & the arts, Valinda graduated at the top of her class with a Design degree from FIDM in Los Angeles. From there she worked in the field of Fashion Design for years. During this same time, while heading on a mission trip to Honduras, she met the love of her life, Jacob, who is her best friend and husband today. After the decision to move out of the busy city of downtown LA, & head to the more peaceful city of San Diego (herhusband’s home town), Valinda wanted to find a position that she felt would help in making a positive difference in the lives people. She then found Preservation Financial, which takes her back to her roots, & which has been a true joy & blessing in her life. Valinda exudes creativity and radiates a positive energy. With her warm and kind demeanor, she easily develops great relationships with our clients, colleagues and vendors. Often accused of being a perfectionist, Valinda directs her passion for perfection into everything she does.