Our Clients are at the center of everything we do. College funding, taxes, retirement planning, investments, estate planning, cash flow analysis - every aspect of your wealth profile will be analyzed with the end result being a collaborative design tailored towards your specific objectives. We help our clients pursue their goals through careful advice and astute investment management.
Jason is a CERTIFIED FINANCIAL PLANNER™ with more than 23 years in the industry. He holds a B.A. in Finance and a B.A. in Real Estate from California State University at Northridge. Jason was a founding partner of Reed & Ball Wealth Management, and assumed operation of the firm in 2016. Under its new name, Ball & Company, the firm manages over $150 million in assets.
A charter member of the Financial Planning Association (FPA), Jason was the author and former instructor of The Fundamentals of Financial Planning; a five part course designed to educate individuals as to the key concepts of Financial Planning and Investing.
Jason has been featured in such publications as Kiplinger's Personal Finance Magazine (Sept 1997) and The Ventura County Star (Feb 1997). He has also appeared on television speaking on various investment and financial planning issues.
Miranda Eisele has been with the company since 2012. She has worked in all aspects of the practice, with a primary focus on Financial Planning. She has a Master’s degree in Finance, and in addition, received her Certified Financial Planner™ designation in 2014.
Prior to joining the company, she gained experience working in both governmental and personal finance. She primarily works from her remote office in Cheyenne, WY but travels to Thousand Oaks throughout the year and enjoys visiting with clients in-person when she’s in town
With 18+ years in project management, Teri plays a major role in our client experience from start to finish. She provides client support and coordinates scheduling for our firm. Teri is responsible for maintaining client records and compiling all the necessary forms and documents. She works closely with clients to ensure everything is completed in the most efficient manner possible. Teri holds a B.A. from California State University, Northridge.
Cindy is responsible for operations and assisting in the regulatory compliance of our firm. She works closely with external professionals and agency bodies to ensure that we comply with regulatory requirements. She helps gather, maintain and report on internal data applicable to the regulations which govern our industry. Cindy holds a B.S. in Molecular Biology and M.B.A. with a Concentration in Finance from California State University, Northridge.
This site is only intended for clients and interested investors residing in states and countries in which Ball & Company, Inc. is qualified to conduct investment advisory services. Ball & Company, Inc. is an SEC registered investment adviser located in Thousand Oaks, CA. Ball & Company, Inc. may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, Ball & Company, Inc.'s website is limited to the dissemination of general information pertaining to its investment advisory services. Please contact Ball & Company, Inc. at 805-376-2779 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, Ball & Company, Inc. does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a Ball & Company, Inc. representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.