Meet The Team

Jim Walsh; Co-Founder, Principal and Registered Representative with Private Asset Advisors, Inc., has specialized in real estate and tax advantaged investments for a decade. Mr. Walsh earned his bachelor’s degree in Mechanical Engineering in 1983 and his Masters in Business Administration in 1987, both from Michigan State University. His extensive background includes 20 years in the energy industry, specializing in development, project management and asset management of electric power plants both domestically and internationally. Mr. Walsh has owned Tenant-in-Common properties since 1998 as well as various other energy investments since 1999. He is a registered General Securities Principal, Series 24, a Registered Investment Advisor (RIA), Series 65, and holds his Series 7 & 63 securities licenses as well. He lives with his wife and three young boys in San Clemente, CA.

Burke Dambly, Co-Founder, is a Principal and Registered Representative with Private Asset Advisors, Inc., and has specialized in individual and real estate taxation for 17 years. Mr. Dambly's experience includes positions as a field agent for the Internal Revenue Service, a supervising senior tax specialist for KPMG Peat Marwick and a partner of a local accounting firm. He obtained his bachelor’s degree in Accounting from Montana State in 1986. Mr. Dambly has also completed coursework for his Master of Business Taxation from Golden Gate University. He has obtained his NASD general securities principal, Series 24, his Financial Operations Principal, Series 27, and holds his Series 7 and 66 securities licenses. He lives with his wife and family in Orange County, CA.

Daryl M. Holzberg joined Private Asset Advisors, Inc in 2006. He has had experience in the financial services industry since 1994 as both a registered representative and in senior management positions with national broker/dealers. He has held the position of President of both a NASD member firm and a Registered Investment Advisory firm. Mr. Holzberg graduated from the University of California, Los Angeles in 1992 with a bachelor’s degree in Political Science. He has achieved his NASD securities principal license, Series 24, as well as his NYSE securities principal licenses, Series 9 and 10, and holds his Series 7, 53, 63, and 65 securities registrations and California Insurance license. He lives with his wife and daughter in Orange County, CA.