Patrick Severo, AWM, CIMA®

Managing Director - Financial Advisor, Senior Consulting Group

310-205-7797 | Email |
310-205-7727

Pat has been a financial advisor since 1985. He began his career with Merrill Lynch and was there for fifteen years prior to joining RBC Wealth Management in 2001. He graduated from Virginia Tech in 1983 with a Bachelor of Science degree. 

Pat is Series 7, 63 and 65 licensed. He also holds a license in life and disability insurance and fixed and variable annuities. In the spring of 2000, Pat completed the CIMA® (Certified Investment Management Analyst) designation that is offered only through the prestigious Wharton Business School at the University of Pennsylvania. He also obtained the Accredited Investment Fiduciary® designation with the Center for Fiduciary Studies. Pat holds the firm's internal Accredited Wealth Manager (AWM) designation, which focuses on the areas of estate and trust planning, insurance solutions and advanced investment strategies. Pat has been recognized by Barron's Top 1,200 Advisors in the country for the eighth consecutive year. He is also a Chairman's Council member, which is one of the most prestigious honors one can be bestowed at RBC Wealth Management. 

Pat lives in Manhattan Beach with his wife, Janet, and their three children. He enjoys coaching basketball and is an avid Los Angeles Lakers fan. Pat is also involved with various local charities and the Manhattan Beach Education Foundation.

Brett H Bartman

Managing Director - Financial Advisor, Senior Consulting Group

310-205-7794 | Email |
310-859-0408

Prior to joining RBC Wealth Management in 2002, Brett worked for Westfield, one of the world's largest owners and developers of shopping centers. During his tenure there, he worked as a budget and financial analyst as well as a center and leasing manager and participated in the company's IPO. He earned a Bachelor of Arts degree in history at Pitzer College in Claremont, California and graduated from the Executive Management Program at UCLA's Anderson Graduate School of Business.

Brett passed the Series 7, 31 and 66 exams and is licensed to sell life and disability insurance, fixed & variable annuities, health and long-term care insurance. Brett is also a Chairman's Council member and has been recognized by On Wall Street magazine's, "Top 40 Advisors Under 40" in the country and has been a recent contributor to The Wall Street Journal, Reuters, Dow Jones, Financial Post, and The Street. In 2013 and 2016 he was named to the Financial Times Top 400 Advisors list. Most recently he was named to the 2019 Forbes/SHOOK Best-In-State Wealth Advisor.

Brett lives in Brentwood with his wife, Alison, and their two children. He is an avid sports fan and a supporter of the UCLA basketball and football programs.

Trish Delk, CFP®

Associate Vice President, Senior Financial Associate

310-205-7796 | Email
310-205-7727

Trish started in the investment industry in 1981. She has earned the Certified Financial Planner™ (CFP®) certificate and the Certified Investment Management Consultant® (CIMC®) designation, both of which require rigorous professional fitness and ongoing continuing education. Trish graduated from California State University at Los Angeles with a Bachelor of Science Degree in business administration in finance. She holds the Series 7, 63 and 65 licenses and is licensed to sell life and disability insurance as well as fixed and variable annuities. 

Trish lives in Manhattan Beach with her husband and son. She is active in her community and enjoys walking and LA Galaxy soccer games.

Edith Remington

Client Associate

310-205-7730 | Email
310-859-0408

Edith has been a client associate for over 10 years, and an integral part of the SB Wealth Strategies team since 2006. She is principally responsible for meeting the administrative needs of clients and is highly committed to delivering exceptional customer service. It has been our experience that clients especially appreciate her great listening skills and efficiency in handling even the most complex of requests. Edith was recently recognized for her outstanding work by receiving an RBC Wealth Management 2012 Award of Excellence. Edith has passed her Series 7 exam.

Prior to joining RBC Wealth Management, Edith spent four years as a client associate with ML Stern providing account administration and operational support to financial advisors.    

Edith was born and raised in Southern California, and is a graduate of the University of California, Irvine. She lives in Pasadena with her two sons, and enjoys competing in her local bowling league.

Tania Gordon

Registered Client Associate

310-205-7780 | Email

Tania manages daily client transactions and account maintenance inquiries. She graduated from University of California, Los Angeles with a Bachelor of Science Degree in Physiological Science. She has passed the Series 7 and 66 exams. Prior to joining RBC Wealth Management, Tania spent two years as a senior administrative assistant at J.P. Morgan Securities and three years as an executive assistant at Hightower Advisors.

Tania lives in Sherman Oaks with her husband, Michael. She enjoys running, hiking and playing tennis.

Edward Mobbs

Client Associate

310-205-7778 | Email
310-859-0408

Edward was raised in the United Kingdom where he began his career in the Financial Service Industry in 2012. A UK graduate, he holds degrees in International Business and Philosophy. Prior to joining RBC Wealth Management, Edward worked for a leading Boutique Asset Management firm in the UK. Now firmly based in Beverly Hills he enjoys assisting clients as they achieve their financial objectives.

When not in the office Edward enjoys watching soccer and spending time with his family.

Daniel Sandoval

Investment Associate

310-205-7737 | Email
310-859-0408

Daniel Sandoval was raised In Tampa, Florida and attended the University of Florida. In 2012 he graduated with a Bachelor of Arts in Business Administration and soon after graduation he joined Raymond James. As a product specialist at Raymond James he advanced his business acumen and understanding of the financial markets. Daniel has prior work experience in sales, research, and insurance portfolio management before moving to Los Angeles and joining RBC. He has passed the Series 6, 63, 65, and 7 exams and is fluent in Spanish.