Wealth strategies built for the way you actually live and work.

Alex Jakovljevic has been with WestPac Wealth Partners since 2009. He is a Senior Vice President and a Registered Representative (RR) and Investment Advisor Representative (IAR) at Park Avenue Securities. His team works with closely held business owners, professional athletes, medical professionals, and entertainment personalities to assist them in achieving overall financial success and stability.

His team takes a holistic approach to financial planning, specializing in Strategic Income Tax Planning Strategies, Asset Protection Planning, Risk Management Planning and Advanced Estate Planning Strategies. He is also a Certified Business Exit Planner. Alex was recognized as one of the 2023 Forbes Top 100 Financial Security Professionals in the United States as well as one of Forbes Top Best-In-State Future Security Professionals for California from 2023–2024. Alex’s ability to build and maintain relationships with his clients has instilled mutual trust that provides a platform for open communication of goals and expectations.

Alex was born and raised in Serbia and moved to the United States on a basketball scholarship from Hawaii Pacific University (HPU), where he received his bachelor’s degree, with honors, in 2005. Alex continued his education and earned a Master’s in Business Administration with an emphasis in finance from HPU. Additionally, Alex holds an Options and Futures Trading Certificate from the prestigious London School of Economics, as well as the Series 7, 66, 31 and Life & Health licenses. In his free time, Alex enjoys playing basketball. Alex and Dada love spending time with their four children.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian). CA Insurance License #0H47704

Andrew joined WestPac Wealth Partners in 2020 after prior experiences at LPL Financial and J.P. Morgan Chase, experiences that shaped his belief in combining sophisticated investment management with comprehensive financial strategies.

He holds both the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Certified Investment Management Analyst® (CIMA®) designation, providing advanced expertise in investment management, tax planning, estate planning, retirement planning, and wealth management strategies.

Andrew is known for his analytical approach and attention to detail. He takes pride in building long-term relationships grounded in trust, thoughtful planning, and personalized advice. His goal is to help clients make confident financial decisions through strategies that align every aspect of their financial lives with their long-term objectives. He is passionate about continuous learning and staying at the forefront of evolving markets, tax laws, and planning strategies.

Outside of work, Andrew enjoys spending time with his wife, Joseline, and their son, Luciano. When time permits, you’ll often find him on the golf course.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian). CA Insurance License #4013800

Amena is the Director of Operations for the Jakovljevic Team. Amena brings a wealth of administrative experience to her role and has extensive experience in customer service and the Financial Services industry. Prior to joining WestPac Wealth, Amena was an Executive Assistant at UBS. Prior to that, she worked in Operations for Morgan Stanley.

She prides herself in using creative approaches to solve most complex issues and has created long-time relationship by always maintaining a customer-centric approach. She thrives in challenging, fast-paced environments where she can hone her organizational, leadership and customer service skills. Her responsibilities with her team encompass a wide spectrum, ranging from team management and fostering organizational communication to maintaining client relationships.

Amena earned her Bachelor’s degree in Public Administration from San Diego State University. While originally from New Jersey, Amena grew up in San Diego, and currently resides in East County. In her free time, she enjoys spending quality time with her family and friends, traveling, enjoying the outdoors, and exploring new restaurants.

Marko Jarić has garnered recognition both within and beyond the basketball court from his noteworthy tenure in the NBA to venturing into entrepreneurship. He has established himself as a prominent figure in the world of sports, business, and entertainment in Europe and the USA. Originating from Belgrade, Serbia, Marko demonstrated exceptional athletic ability from a young age; beginning his professional journey at just 16, he made an immediate impact fueled by a remarkable blend of agility and basketball intelligence.

Before his NBA journey that began at the age of 23, Marko was already a World and European Champion with a Serbian National Team, a winner of the EuroLeague, and triple champion of the Italian basketball league. He was drafted by the Los Angeles Clippers, marking a pivotal moment in his career. Renowned for his playmaking skills and astute gameplay, he swiftly became a starting point guard for the Los Angeles Clippers and Minnesota Timberwolves.

In his current role, serving as a VP Business Development and Head of Entertainment & Sports Division at WestPac, Marko has taken on one of his biggest challenges yet, helping like-minded business leaders, professional athletes, and successful entertainment industry professionals manage, grow, and protect their wealth so that they can make an even greater impact on their communities and the world. Marko’s biggest lesson through his impressive career is that the highest level of success in any venture (whether in sports or business) requires process-driven discipline and smart decision-making. It has, therefore, become his mission to help his select community of clients by delivering the process and resources around advanced estate, tax strategies, and exit planning so that they can reach even higher levels of success. Marko is fluent in four languages (Serbian, English, Italian, and Spanish).

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian).

For business owners, the line between personal wealth and professional ambition rarely stays clear — and Cory Morrison has built his practice around that reality. With nearly 20 years of experience as a Wealth Management Advisor, Cory works alongside entrepreneurs and business owners to develop financial strategies that help protect what they’ve built, plan for what comes next, and helps ensure their business serves their life — not the other way around.

A specialist in business financial planning, Cory advises clients on growth strategy, tax mitigation, executive benefit design, succession planning, and business exit preparation. These services are integrated with comprehensive personal planning — including retirement income strategy, estate planning, asset protection, and wealth distribution — so that business and personal financial decisions reinforce each other rather than compete.

Cory holds three advanced designations: the Retirement Income Certified Professional (RICP®), which reflects deep experience in structuring sustainable retirement income; the Chartered Financial Consultant (ChFC®), one of the most rigorous and comprehensive financial planning credentials available; and the Chartered Advisor for Senior Living (CASL®), reflecting specialized knowledge of the planning needs of clients in or approaching retirement. Combined with WestPac’s proprietary resources, this depth of training allows Cory to bring institutional-level planning to his clients’ most complex challenges. Clients come to Cory because they want results. They stay because he helps deliver them.

Cory is based in San Diego and works with business owners and their families who are serious about long-term financial outcomes.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian). CA Insurance License #0D45706

Michael Lewis is a financial advisor at WestPac Wealth Partners who works with clients to bring greater clarity and coordination to their financial lives. With a strong analytical foundation and relationship-driven approach, Michael helps clients make informed financial decisions that align with their personal goals, priorities, and long-term objectives.

Michael’s work centers on detailed financial analysis and comprehensive strategies, with a focus on investment strategy, tax strategies, retirement planning, estate planning, and risk management. By developing a thorough understanding of each client’s financial landscape and what they ultimately want to accomplish, he helps bring the various aspects of their financial lives together into a cohesive strategy while coordinating with other professionals to help ensure each area of their planning remains aligned.

Michael earned degrees in Finance and Business Analytics from the University of San Diego, where he served as President and Captain of the Men’s Rugby Club and helped lead the program to four National Championships. His experience in leadership and competitive athletics continues to shape his emphasis on preparation, discipline, teamwork, and attention to detail.

Michael takes pride in developing long-term relationships with his clients and serving as a consistent resource as their financial lives evolve. He believes effective financial planning requires an ongoing process of analysis, implementation, and adjustment as clients’ circumstances, goals, and priorities change.

Outside of work, Michael enjoys surfing, staying active, and spending time with family and friends.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian). CA Insurance License #4386731