The Sollertis Network

Our clients find the way we streamline management of business and legal issues to be a difference maker. Finding a team that combines business acumen with legal experience to help you think big picture, get deals done and anticipate problems before they happen is a tall order.

Sollertis simplifies the management of your financial affairs. Your Chief Counsel serves as your primary point of contact and oversees a network of experienced Private Practice Attorneys, not associates, who handle all of the underlying legal work. We build strong relationships with other advisors, and, should legal issues arise outside of our areas of expertise, your Chief Counsel will identify and quarterback the work of qualified domestic and international strategic partners.

This management structure frees up your time so you can focus on what matters most while ensuring your work gets done right, on time, and with precision accuracy.

William R. Simon, Jr.

William R. Simon, Jr.

Founder and Chief Counsel

Bill helps business owners achieve financial freedom through legal strategies that maximize and protect their assets. Bill’s approach to the law is focused on defining success for each client and then crafting a Master Asset Protection Plan™ to realize that success.  Read more…

John M. Masnica*

John M. Masnica*

Chief Counsel

A former director of operations for a congressional district office, John works with Bill to form entities, draft real estate, corporate, partnership, and LLC agreements and documents, and register and police trademarks. John is the owner of Tailored Legal, APC. Read more…

David Lizerbram*

David Lizerbram*

Chief Counsel

A co-founder of the Craft Beer Association of San Diego, David drafts business agreements and handles internet, trademark and copyright law matters for Sollertis clients. David was appointed by the Governor to the Board of Directors of the 22nd District Agricultural Association, which oversees the Del Mar Fairgrounds. Read More …

 

Steven J. Roberts*

Steven J. Roberts*

Private Practice Attorney

An All-American swimmer from UC-Berkeley, Steve litigates lawsuits and resolves disputes for Sollertis clients in the areas of asset protection, trusts, business, intellectual property, real estate, securities, and employment. Steve has served as a public arbitrator hearing cases for the National Association of Securities Dealers.

Mandy Turnbull*

Mandy Turnbull*

Private Practice Attorney

A former Cambridge University student, Mandy drafts real estate, corporate, partnership, and limited liability company agreements and documents for Sollertis clients. Mandy has extensive experience in the area of real estate finance.

 

 

Douglas Lodmell*

Douglas Lodmell*

Private Pratice Attorney

Born in Geneva, Switzerland, Doug works with Bill to draft domestic and international trusts and other asset protection agreements, and to foster relationships with offshore corporate trustees and asset managers. Doug has a LL.M. – Master of Laws in Taxation degree.
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Steven Romanoff*

Steven Romanoff*

Private Practice Attorney

An avid Chicago Cubs and Bears fan, Steven M. Romanoff works with clients to draft real estate and business agreements. He obtained his undergraduate degree in Business Economics from the University of California at Santa Barbara and his law degree from the University of San Diego Law School, graduating in the top 2% of his class. He is an experienced attorney and real estate broker who started his legal career at Gray, Cary, Ames & Frye (now DLA Piper) and now has an established practice in La Jolla.

Keith Denny

Keith Denny

Private Practice Attorney*

A University of Michigan Law School graduate, Keith is an experienced litigator, complex litigation specialist and detail-oriented self-starter with a strong track record of winning at trial, on appeal, on demurrer/12(b)(6), and on summary judgment. He brings to Sollertis an award-winning writing ability with an excellent academic record and publication history, including having sat on the editorial board of the Michigan Law Review.

 

Giovanni A. Correa

Giovanni A. Correa

Private Practice Attorney

Fluent in Spanish, Giovanni Correa works with the Sollertis team as a Private Practice Attorney. He is a 2015 graduate of Thomas Jefferson Law School and draws on his experience as a bankruptcy paralegal to help clients avoid traps and identify best practices to protect their financial interests.

 

 

 

 

Shawn Zorick

Shawn Zorick

Managing Paralegal

An avid Manchester United supporter, Shawn supports Bill in managing cases and in coordinating the work of the Private Practice Attorneys in the Sollertis Network. Shawn is a graduate of the University of San Diego where he obtained a B.A. in English.

Kristi N. Wilson

Kristi N. Wilson

Client Account Manager

A graduate of San Diego State University, Kristi oversees all financial and management issues for Sollertis and works directly with clients to ensure bills are accurate and fair. Kristi resides in San Carlos with her husband, Mike, three children — twins Bennett and Madelyn, and daughter Kate — and her yellow lab, Daisy.

Mariyan Bahadarakhann

Mariyan Bahadarakhann

Law Clerk

A real estate broker, mortgage consultant and law student, Mariyan Bahadarakhann works with the Sollertis team as a law clerk and to support the firm’s business development activities. Her background in real estate brings a valuable business perspective to the work she does supporting Sollertis attorneys on legal matters and working with prospective clients to better understand their legal needs.

*Sollertis is privileged to work with a network of highly qualified lawyers who own and operate their own successful law practices. Members of the Sollertis Network have been vetted by the Sollertis Founder and Chief Counsel to ensure they meet the highest standards of excellence. Each Private Practice Attorney is trained in the proven Sollertis delivery model and thereafter is managed and supervised by a Sollertis Chief Counsel.

 

© 2016 SOLLERTIS, INC

Sollertis is a law firm focused on helping you achieve financial freedom through asset protection strategies that protect your wealth and simplify the management of your related legal needs.

 

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