Gregory Karis – President & Advisor
I started in financial services 8 years ago working with a large MassMutual office. Mentorships and experience working with high level advisors in Los Angeles provided me with valuable skills that I constantly am fine tuning. My lifelong passion of markets and business, help shape a vision of creating something bigger with a larger positive impact on more people. Inflection Advisors grew out of this drive to do more and be a better advisor.
My free time is filled with being active outside, surfing since I was a child and exploring new places around the world traveling. I try to challenge myself daily whether it be physically or taking up a new hobby, and I became a father to our first child, Kennedy in September. My wife and I could not be happier to have her to brighten our days.
Location: Los Angeles
Katia Kin – Administrative Assistant/Paraplanner
My interest in financial services first developed when I was exposed to the lack of personal financial knowledge taught in the education system. Coupled with a disproportionate number of women advisors in the field and my drive to help others, I found my passion for this career. Through client meetings, planning and portfolio building, and working behind the scenes, I continue to learn and apply my analytical mindset, ensuring our client’s goals are met along the way.
Outside of work I enjoy spending time with friends and family, cooking new recipes, and watching the LA Kings. On the weekends I try to take advantage of everything the city has to offer whether that’s going to the beach or checking out new restaurants.
Location: Los Angeles
Dustin Ivey – Advisor
I spent over a decade learning how the sauce was made at some of the largest asset managers and 401(k) providers in the business. I’m passionate about bringing clarity to business owners and removing the barriers to approachable, unbiased advice for their employees. Empowering entrepreneurs to make sound fiduciary plan decisions and giving them back precious time in their day is a joy.
In my free time, you may find me exploring the nooks and crannies of our beautiful coastline, dissecting a film with friends over a beer, or indulging in some painting in my garage studio. When I can fit it in – slowing down time with my two nephews on Maui is an absolute bright spot in my life.
Location: Los Angeles
