Associates

In today's complex world, it takes a clear vision and the expertise of a financial professional to 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.

CLICK HERE to find a TFG office near you.

Newport Beach, CA

David Alarid

Bradley Behrendt, CFP®

Neddie Bokosky, CFP®, CLU®

Samer Bordcosh

Julie A. Bower, CLU®, CFP®

Matthew Shawn Dawson

Darren Daye

Cathy Fitzpatrick, CFP®, CLTC

Daniel Flores

Brian Freeman, CLU®, ChFC®

Steven J.  Friedman

Mike Gabrielian CFP®, CLU®

Ross Gielow

Anthony Hovorka CFP®, CLU®

Christine  Ibardolaza

Ben Julianel

Marc Kadomatsu, CFP®, ChFC®

Shelly Kapfhammer, CLTC, LTCP

Mike Kelly, RHU®, CLU®

Alex Lukoff

Bill  Mandeville 

Brian McCloskey

Jim McCloskey

Robert McCloskey

Sean McCloskey

Richard McCloskey, CLU®, ChFC®, CFP®

Erin McMann, CFP®

Brian  McNulty, CLU®, ChFC®

Forrest Morrow

Mai Nguyen

Lesley Nolen

Debbie Paul, CLU®, ChFC®

Ken Petersen, CLU®, ChFC®

Lance D. Rubachko, CFP®, CLU®, ChFC®

Paul Salerno

Mike Schaub

Richard A. Schiendler, CLU®, ChFC®

Jonathan Stouffer, AIF®

Sarah E. Stouffer, CFP®, CLTC

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

Chuck Turner

Daryl Tusa, CFP® 

Art  Veyna

Jerry  Wilson

Hawaii

Bryan Azuma

Roy Kobatake, CLU®, CHFC®

Steven Usui, CLU®, ChFC®

Colorado Springs, CO

Don See

Seattle, WA

Boyce H. Goff, Sr

Mark A. Sterley, CFP®