Serving Ventura, Santa Barbara, & San Luis Obispo Counties

Association Reserves has been preparing Reserve Studies along the Gold Coast of California since 1987 and has developed a unique understanding of the needs of community associations throughout the area. Whether your association is built on the oceanfront, tucked away in rolling hills, surrounded by agriculture or is a traditional town-home, condo or planned community, we have the resources and experience to help you plan for the future. Each Reserve Study we conduct incorporates our knowledge of local pricing and other regional factors, in addition to satisfying both California requirements and National Reserve Study Standards (NRSS). We are committed to preparing high-quality, accurate, and easily understandable Reserve Studies and have earned a strong reputation as leaders in the Community Association industry for doing so. As we continue to build our reputation and expand our influence along the Gold Coast, we look forward to having you join our long list of satisfied clients!

Oxnard
Santa Barbara

Our Team

Robert Nordlund, PE, RS

President

Sean Kargari, RS

Senior Project Manager

Carol Serrano

Office and Client Relations Manager

Johannes Koerm, RS

Senior Project Manager

Una Hart, RS

Project Manager

Maggie Nelson

Project Manager

Need a Reserve Study Proposal?

Our Services

We offer a range of services to meet every budget and need. We focus on high quality and to exceed expectations with each Reserve Study and professional service.

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Which Level of Service is Right for My Property?
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What Happens Next?
Level of Service Site Visit Measurements Component List Condition Assessment Photographs Price
Reserve Study- Full
Yes
Yes
Created from Scratch
Yes
Yes
$$$
Reserve Study Update- With Site Visit
Yes
No
Updated from Prior Report
Yes
Yes
$$
Reserve Study Update- No Site Visit
No
No
Updated from Prior Report
Yes
No
$
Do-it-Yourself Reserve Study Kit
No
No
Provided by Client
No
No
$349

We work with all types of properties

Association Governed Communities

Association Governed Communities

Condos, Co-ops, HOAs, POAs, PUDs, Townhomes, etal.

Vacation Ownership Resorts

Vacation Ownership Resorts

Timeshares, Fractionals, Travel Clubs, & Vacation Clubs

Municipalities & Commercial Properties

Municipalities & Commercial Properties

Governments buildings & facilities at the federal, state, county and city levels as well as commercial or mixed use developments

Worship Facilities

Worship Facilities

Properties owned by any faith community

Schools, Colleges, & Univesities

Schools

Private and public schools, school districts, colleges and universities

Camps, Retreats & Charitable Organizations

Camps, Retreats & Charitable Organizations

Day camps, overnight camps, retreat centers, and properties owned and maintained by any charitable organization

Private Clubs & Recreation Centers

Private Clubs & Recreation Centers

Club or organization that owns and maintains property as well as private or public recreation centers

Other Types of Properties

Other Types of Properties

Our Reserve Studies Clearly Spell Out What Needs to be Reserved for, Evaluate the Strength of the Current Reserve Fund and Recommend a Funding Plan

Every Reserve Study includes Three Key Results

COMPONENT LIST- detailing the scope and schedule of all Reserve Projects

CALCULATION OF RESERVE FUND STRENGTH (%-Funded)

CUSTOM FUNDING PLAN going forward that allows for timely repairs & replacements with an emphasis on avoiding supplemental funding sources

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Robert Nordlund, PE, RS

President

A registered professional engineer, Robert has been involved in the Community Association industry since 1982. Robert founded Association Reserves, Inc. in 1986 and has pioneered many widely used reserve funding concepts. For his expertise, he earned the Community Association Institute’s (CAI) Reserve Specialist (RS) designation and has the distinction of being RS #5. Robert was involved in creating the 1998 National Reserve Study Standards and has greatly influenced the Reserve Study industry. He is a past Chairman of CAI’s Reserve Professionals Committee, past Chairman of the Association of Professional Reserve Analysts, and past President of the Community Association’s Institute (CAI) Greater Los Angeles Chapter. Robert regularly writes on the topic of Reserve Studies and is a frequent speaker in industry-sponsored seminars and presentations throughout the United States. He is often called to serve as an expert witness in litigation involving reserve issues.

CREDENTIALS

CAI Educated Business Partner

Sean Kargari, RS

Senior Project Manager

Sean joined Association Reserves, Inc. in 2003 after graduating from Cal State Northridge. He has since completed over 1,800 Reserve Studies for a wide range of properties including condominiums, luxury timeshare resorts, high-rises, schools, libraries, public municipal facilities, and religious facilities. For his expertise, he earned the Community Association Institute’s (CAI) Reserve Specialist (RS) designation and has the distinction of being RS #115. His Reserve Study experience includes projects across the lower-48 States, as well as abroad, including Spain, the United Kingdom, France, Puerto Rico, Mexico, Thailand, Macau, and Dubai.

OTHER CREDENTIALS

CAI Educated Business Partner

Carol Serrano

Office and Client Relations Manager

Carol Serrano has been a pillar of the Association Reserves family since 1994. Prior to that time, she worked for a major Southern California developer. As our Office Manager, Carol’s demonstrates the efficiency, organizational skills, and attention to detail necessary to keep our far-flung operation running smoothly. Carol graduated from California State University, Northridge, and lives in Simi Valley with her two boys.

Johannes Koerm, RS

Senior Project Manager

A Chicago, IL native, Johannes began working for Association Reserves in 2011 after obtaining a degree in Business Management from California Lutheran University. He came to Association Reserves with a strong background in residential and commercial real estate, specializing in multi-family investment properties and vacation homes. That experience, along with his passion for customer service, has translated well into providing thorough insight into the needs and interests of his Association clients.

Una Hart, RS

Project Manager

Una joined Association Reserves Inc. in 2017, working for both the corporate office and the Los Angeles office. Previously, Una worked as a technical writer for Walt Disney Imagineering as well as other theme park companies and vendors. Una brings a comprehensive understanding of electro-mechanical systems, construction and renovation as well as a commitment to research and attention to detail. A longtime resident of Thousand Oaks, she enjoys spending time with her family, volunteering with a wolf rescue non-profit and exploring the many wine regions of California.

Maggie Nelson

Project Coordinator

Hailing from Minneapolis, MN, Maggie joined the Association Reserves team in 2021 after graduating from the University of Minnesota with a BS in Mechanical Engineering. Maggie has experience in project management, as well as designing HVAC and ventilation systems to satisfy government energy and safety standards. Her background and experience are well-suited for her new Reserve Study career and providing trusted insights to our clients.