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Troy L. Sattler

Troy received his Bachelor of Science in Business with a major in Accountancy from Miami University in Oxford, Ohio. He received his initial professional experience at Sattler & Associates, a family owned firm in Ohio. He later held positions at Ernst & Young, and Deloitte & Touche in Chicago. Troy relocated to Los Angeles and joined Duban, Sattler and Associates in 1999.

Having accumulated a broad depth of knowledge at both his family’s firm and major international CPA firms, Troy has a diverse range of specialties in the areas of taxation for individuals, corporations, partnerships, trusts, estates and non-profit entities, as well as an in-depth knowledge of multi-state taxation for individuals and business entities.

Troy is a financial advisor with Royal Alliance Associates, Inc. specializing in individual, business, retirement and estate planning. After many years in public accounting, it became apparent that CPAs needed to expand their area of expertise to include financial advisory services. Troy obtained the necessary education and licenses to support his already considerable amount of knowledge as a financial advisor. He then co-founded Sattler Duban Capital Management with Dennis Duban in order to provide comprehensive financial planning services to our valued clientele including investment management, private wealth management, insurance services and business planning.

Troy holds a CPA license in California, Illinois and Ohio. He also holds Series 7 and Series 66 securities registrations, and is a licensed life insurance agent. His professional affiliations include memberships in the California, Illinois, Ohio and Washington State Societies of CPAs.

Troy resides in Los Angeles with his husband Bruce Scheffel, a Director at Deloitte Consulting. Together they enjoy spending time with their families, traveling, playing tennis, working out and rooting for the Lakers, Dodgers and Browns.
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Dennis L. Duban

Dennis graduated Summa Cum Laude from the University of Southern California in June of 1973 with Bachelor of Science in Accounting. Upon graduation, he was awarded much praise for receiving the Elijah Watt Sells award and the Forbes Gold Medal for the highest score on the May 1973 Uniform CPA Examination. He continues his education through the California, Hawaii, Washington and New York Societies of Certified Public Accountants which represent the states in which Dennis holds a CPA license.

Dennis began his career employed by a major international CPA firm from 1973 – 1979. He then formed Duban Accountancy in 1979 to offer tax and accounting expertise to individuals and businesses. He expanded the firm to its current location in 1984 upon acquiring the office building that is now home to the firm and affiliated businesses. The building is now known as the Dennis L. Duban Building. In 2005, Troy Sattler became a partner in the firm and the name was later changed to the current Duban Sattler and Associates, LLP. 

Dennis' specialties include tax compliance and planning for individuals, partnerships, corporations, estates and trusts. His specific areas of tax expertise include real estate, the entertainment industry, construction and development, professional corporations and estate planning. He believes that each client’s financial goals are achieved by careful, insightful and individual attention to their needs and by creating an atmosphere of mutual trust and respect. He attributes his many successes to his great joy for his firm, its staff and his true love of supporting people in realizing their dreams.

Dennis’ philosophy includes an understanding that many types of tools help build wealth. Real Estate investing complimented by a broad exposure to financial markets can provide such diversification.  Dennis is the co-founder of Sattler Duban Capital Management, LLC.  Dennis felt that the capital management and life insurance services, which would be provided by the company, could enhance the overall value that is experienced by the client and further the relationship with the firm’s valued clientele.  Dennis serves solely as a co-founder with Sattler Duban Capital Management, LLC. 

Dennis’s life is enriched by his partner Kevin Montgomery and their daughter Chelsea A. Montgomery-Duban. In 2007 Chelsea was the recipient of the “Arrow Award” at middle school graduation which is given by the teachers to the student who most exemplifies the principals of Archer School for Girls, that is, honesty, respect and responsibility. Dennis serves on the boards of several charitable institutions and Kevin is currently the president of the Parent Association at the Archer School. The family recently helped to create Montgomery-Duban Headlands Park in Anacortes, Washington. The family currently resides in Malibu, California, Anacortes, Washington and Parapara, New Zealand.
 
*Dennis L. Duban is not affiliated with Royal Alliance Associates, Inc.

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June J. Vinci

June J. Vinci is a registered representative of Royal Alliance Associates, Inc. an independent full service broker-dealer providing comprehensive financial services, investment advice and brokerage services. June works exclusively with Sattler Duban Capital Management, specializing in assisting individual investors, private business owners and corporations with their retirement, estate and business planning needs. June’s diverse financial background enables her to design and perform portfolio analysis, implementing investment strategies that work towards the investor’s optimum objectives and goals.

June started her financial career in 1983 as a bond trader at Prudential Bach Securities in New York City. June relocated to Southern California with Integrated Resources Equity Corporation in 1988 as a branch office examiner, conducting compliance visits to over 100 branch offices in the Western United States and in 1991, she opened a comprehensive financial services practice in Newport Beach, California, working closely within the CPA marketplace. In 2001, June joined Duban, Sattler and Associates working with Dennis L. Duban, CPA and Troy L. Sattler, CPA to facilitate their financial services platform. June is currently a Certified Financial Planner with Sattler Duban Capital Management and enjoys working with Dennis and Troy in their role as “Trusted Advisors” to their clients.

June currently holds the following security registrations: Series 7, 24, 63, 65 as well as an active California Life and Health Insurance license. Additionally, June has a Certification in Financial Planning from New York University and attended the University of Alabama and New York University, majoring in Finance and Economics.

June was appointed to the FINRA Arbitration Board for Los Angeles and San Diego in January of 2000 and is currently an active FINRA Arbitrator. She was a board member for the Investment, Banking and Audit Committee for the city of Laguna Niguel, California for a two-year term in 2000-2001.

June was born and raised on the North Shore of Long Island, New York and she and her husband currently live in beautiful Laguna Niguel, California where they raise their two sons Nicholas and Joseph.

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La Trese R. Roseby

La Trese is the financial coordinator and client service manager for Sattler Duban Capital Management, LLC.   Joining our firm in 2005, La Trese has implemented excellent quality assurance procedures to ensure on-time precise service to our clients.  She facilitates the processing of all client requests, processing daily trade settlements, disbursements, applications, new accounts, reports, life insurance and other special projects. 
 
La Trese plays an integral role in the logistics of obtaining life, health, disability and long-term care insurance along with helping in the coordination of employee benefit planning.  She has a keen understanding of the interplay between the client application and the underwriting responsibilities.
 
La Trese is the liaison between the office and the accounts department of our selected managers as well as our Broker Dealer, Royal Alliance, Inc. La Trese can always be counted on to provide that extra measure of assistance when the occasion arises.   
 
La Trese comes to us with years of experience within the employee benefit, retirement planning and insurance markets, working many years with Cedars Sinai Medical Center. La Trese was born and raised here in Los Angeles, CA and enjoys spending her free time with family and friends.  Her other interests include reading, shopping and staying active with her Church.

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