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San Diego’s Asset Protection Lawyers You Can Trust

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

SOLLERTIS simplifies the management of your legal affairs. Our Chief Counsel serves as your primary point of contact for all major and strategic decisions and oversees a team of experienced Private Practice Attorneys, not associates, who handle the underlying legal work. We build strong relationships with other advisors, and, should legal issues arise outside of our areas of expertise, we 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, Chief Counsel & Private Practice Attorney

Bill helps business owners achieve financial freedom through legal strategies that maximize and protect their assets.  As Chief Counsel at Sollertis, he works with his clients in the preparation of a Master Asset Protection Plan™ and, once created, manages a team of strategically selected Private Practice Attorneys who work with him to implement the plan and ultimately, to help his clients protect their assets and obtain financial freedom.  Read more…
David Lizerbram*

David Lizerbram*

Vice President & Private Practice Attorney

As host of the #1 iTunes ranked podcast, “Products of the Mind, a Conversation About the Intersection of Business + Creativity”, David is defining the leading edge of emerging markets and crafting legal strategies that allow businesspeople to innovate. Read More …

Mandy Turnbull*

Mandy Turnbull*

Vice President & Private Practice Attorney

A former Cambridge University student, Mandy supervises all of our transactional case work and has extensive experience with real estate finance and drafting real estate, corporate, partnership, and limited liability company agreements and documents. Mandy is available to help our clients review their loan documents, so their interests are protected, and they understand what they are getting into.

John M. Masnica*

John M. Masnica*

Private Practice Attorney

Drawing on his extensive legal experience to support Sollertis clients in developing Master Asset Protection Plans™ and managing their underlying legal needs, John has worked with Sollertis clients for more than five years under the direction of the firm’s founder, William R. Simon, Jr.  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, insurance, intellectual property, real estate, securities, and employment. Steve has also served as a public arbitrator, hearing cases for the National Association of Securities Dealers.

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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Keith Denny*

Keith Denny*

Private Practice Attorney

A published author, 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 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. Giovanni helps a lot of our clients ensure their employment practices are in compliance with the law, so they minimize the risk of employee lawsuits. He also helps our clients ensure their business is in compliance with the ADA Act and related laws, so they minimize the risk of ADA lawsuits.

Linda M. Allen

Linda M. Allen

Private Practice Attorney

A state swimming champion (Michigan), Linda helps Sollertis clients with the strategic planning, implementation and maintenance of their Master Asset Protection Plans. Linda has also worked alongside former Department of Homeland Security Commissioner, Alan C. Nelson, assisting in his private practice, and has served as counsel to clients across the country and around the world. Linda is available to help our clients organize and track the performance of their assets so they can be more proactive in the growth of their net worth.

Rex Edwards

Rex Edwards

Private Practice Attorney

An experienced corporate transactional attorney with a broad background in complex commercial contracts, real estate, licensing, mergers and acquisitions, and compliance, Rex Edwards previously served as the General Counsel of Jazz Semiconductor, and held a variety of legal positions at Qualcomm, NextWave Wireless, and Memec.  Read more…

Jonathan Klassen

Jonathan Klassen

Private Practice Attorney

An Ivy League graduate and honors student, Jon is an experienced corporate transactional attorney who started his career in Big Law and went on to serve as General Counsel of a large public company. Read more

Kristan Kelsch

Kristan Kelsch

Private Practice Attorney

Drawing from her former position as General Corporate Counsel for a multi-million dollar corporation, Kristan Kelsch assists clients with business entity selection and formation, business contracts, partnership law, business purchases and sales, shareholder and director issues, and general legal issues arising from day-to-day business operations. Read more…

 

Kristi N. Wilson

Kristi N. Wilson

Client Account Manager

A graduate of San Diego State University and a degree in Business Administration with an emphasis in Finance, Kristi oversees all financial and management operations for Sollertis and works directly with clients to ensure bills are accurate and fair.

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.

Stephanie A. Wallin

Stephanie A. Wallin

Executive Assistant

A UCLA graduate and former investigative journalist at TMZ, Stephanie helps Bill and our other attorneys in their communications and relationships with our clients. Stephanie enjoys running and competing in marathons and half-marathons in and around San Diego.

Xochilt Serrano

Xochilt Serrano

Executive Assistant

A San Diego native and a former Associate Financial Advisor, Xochilt graduated from San Diego State University in 2015 with a B.S. in Marketing. Xochilt is part of the administrative team that helps manage the Private Practice Attorneys casework in the Sollertis Network.

*Sollertis is privileged to work with a network of highly qualified lawyers who own and operate their own law practices. Members of the Sollertis Network have been vetted by Sollertis 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 Sollertis' Chief Counsel, also a Private Practice Attorney.

 

© 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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