Associates

In today's complex world, the expertise and clear vision of a financial professional can help you reach your financial goals.

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

This information should not be considered as tax advice. Clients should consult their tax advisor regarding their own tax situation.

Newport Beach, CA

David Alarid

Christopher B. Bannon

Bradley Behrendt, CFP®

Neddie Bokosky, CFP®, CLU®

Julie A. Bower, CLU®, CFP®

Matt W. Collins

Darren Daye

Katie Diaz

Cathy Fitzpatrick, CFP®, CLTC

Brian Freeman, ChFC®,CLU®

Mike Gabrielian CFP®, CLU®

D. Michelle Greenwood

Wes Griffin

Mandy Haack

Anthony Hovorka CLU®, ChFC®, CFP®

Ben Julianel

Shelly Kapfhammer, CLTC, LTCP

Mike Kelly, RHU®, CLU®

Katie Konieczny

Cleo Last

Jack Lorenz

Robert McCloskey

Richard McCloskey, CLU®, ChFC®, CFP®

Erin McMann, CFP®

Brian  McNulty, CLU®, ChFC®

Michael Mira

Forrest Morrow

Ben Navarro, Jr

Peter Neale

Christopher Nguyen

Mai Nguyen

Lesley Nolen

Debbie Paul, CLU®, ChFC®

Scott D. Petersen

Ken Petersen, CLU®, ChFC®

Michelle Rago

Lance D. Rubachko, CLU®, ChFC®

Paul Salerno

Mike Schaub

Richard A. Schiendler, CLU®, ChFC®

Brian J. Scott

Barek Sharif

Robert Smith

Gemma  Snell

Steve Soto

Jonathan Stouffer, AIF®

Sarah E. Stouffer, CFP®, CLTC

Paul S. Thomas, Jr., CLU ®, ChFC®, CFP®

James E.  Townes II

Chuck Turner

Daryl Tusa, CFP® , CLU® 

Catherine Utley

Art  Veyna

Colin Wiles

Sun Yoo

Camarillo, CA

Christopher B.  Bannon

Colorado Springs, CO

Don See

Hawaii

Bryan Azuma

Roy Kobatake, CLU®, CHFC®

Kate Langthorn

Steven Usui, CLU®, ChFC®

San Antonio, Texas

Matthew Shawn Dawson

Ronald Dawson, ChFC®, CLU®

Christopher Powers,  AEP®, CFP®, ChFC®