Daryl is the Managing Director and founder of the firm. Risk management is “mission critical to Daryl! Given the markets over the last two decades, Daryl realized the need for meaningful risk management that was not a rehash of the same old style seen from Wall Street prior. His mantra is “We win more by losing less.”
Before founding the firm, Daryl worked for a Fortune 100 Company for 13 years. In his leadership role, he helped recruit, develop, and supervise 150+ Agents/Financial Advisors managing more than one Billion dollars in assets. His educational and career background has uniquely positioned him for his role as architect and manager of the Solera Fractionally Blended Portfolios. Daryls’ solid leadership background in finance has brought an unwavering commitment to Soleras’ client-aligned approach to risk management and independence from the influence of big Wall Street firms.
Far and away his pride and joy is his family. Along with his wife Tammy, they are raising two boys of great character and faith. Daryl also enjoys wine and hiking in leisure time.
Vlad moved to the United States in 1989 from the former Soviet Union. Growing up there gave him a unique view of the financial world. That is why his passion and calling in life is to help families and business owners become financially secure without taking unnecessary risks.
He started his career in 2002 with a Fortune 100 company and achieved some of their highest honors while building his practice and serving the needs of his community. Recognizing the changing industry and the growing need for independence, Vlad joined with his long-term colleague at Solera in 2017.
In his free time, Vlad loves spending time with his beautiful wife Lyudmila and their two children. He also loves to eat and is often found sharing a meal with great friends.
Tammy brings a lifetime of experience to managing a busy financial advisory practice. She is responsible for overseeing client communications, events planning and execution, and marketing efforts. She has the primary responsibility for managing Daryl’s calendar and scheduling client review appointments. Tammy is also responsible for managing the firms operations including facility requests, equipment and vendor support, managing the firms books, and the firms procedure manuals.
Slava moved to Sacramento from Ukraine in 2005. He studied Business Finance and Insurance at California State University – Sacramento achieving his undergraduate degree. After graduating he proceeded to work for a Fortune 50 bank. In that fast-passed environment Slava was able to quickly achieve the title of Branch Manager. Desiring the best for his clients he became an independent financial professional and later with the help of friends, family and partners Slava joined Solera Asset Managers in 2017. As a servant-leader he brings a passion for finance, relationships, and works tirelessly to help provide top-notch planning for clients. He is an invaluable and positive force for his clients and for Solera.
In his free time, Slava loves to play sports, visiting friends and family and travel with his wife Lyudmila and their newborn son. He also likes to read books on biographies, business and history. Grateful for an amazing community, Slava is always looking for different ways to improve people’s life.