Thousand Oaks-based financial planning and wealth management company Lamia Financial Group, LLC, announced that it is expanding with the addition of two new staff members.
Juan C. Ros, who has a background in charitable giving, and Jill Reagan, who focuses on tax planning, recently joined the firm.
“Our clients want to preserve and grow their assets, protect their estates and make an impact on others through charitable giving, but they also want to make sure they aren’t paying more than their fair share of taxes,” said Christopher Lamia, principal of Lamia Financial Group, in a prepared statement. “With Juan and Jill on staff, we have even more resources available to clients to ensure that all these areas are expertly addressed.”
Ros was previously director of development for the Ronald Reagan Presidential Foundation.