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

CA License No. 732079

David, an Associate Partner, has been with Tax & Financial Group since 1987. For over 30 years...

Andrew O'Brien_01
Managing Director

Andy O’Brien is a Managing Director at Tax & Financial Group. Andy provides expert guidance related to       advanced...

Bokosky Tara_WEB
Financial Advisor

CA License No. 0M39421

Tara strives to guide businesses, families, and individuals with the accumulation and...

Kinnie Chen
Paraplanner

Kinnie Chen is a Paraplanner at Tax & Financial Group. As part of the Financial Planning Team, she supports Tax &...

brianfreeman2020
Financial Advisor

CA License No. 0667950

  • Life Insurance
  • Disability Insurance
  • Financial Planning
  • Wealth Management
  • ...
mike
Financial Advisor

CA License No. 0730100

Mike, an associate partner, has been with the Tax & Financial Group since 1990 and has over 26...

shelly
LTC Specialist

CA License No. 0B66067

Shelly Kapfhammer is the Long Term Care Specialist for the Tax & Financial Group in Newport...

Financial Advisor

CA Insurance License Number 4080944

Brandon Kepley is dedicated to guiding businesses, families, and individuals with...

Kim,-Taeyoon_CROPPED_WEB
Managing Director

CA License No. 0G37401

Born in Seoul, Korea, Taeyoon came to the United States when he was 11 years old. He attended...

nick
Financial Advisor

CA License No. OH79536

Nick specializes in comprehensive financial strategies with a focus on business exit and...

Last, Cleo_WEB_2017
Senior Account Manager

Cleo Last is the Senior Account Manager for Private Risk Insurance Agency, A Division of Tax & Financial Group. Cleo has...

jim
Financial Advisor

CA License No. 0B95905

Jim has been in the financial services industry for over twenty years.  He specializes in...

McCloskey, Sean4
Managing Partner

Sean McCloskey is Managing Director of Financial Services at Tax & Financial Group in Newport Beach, California where he...

erin
Financial Advisor

California Insurance License Number 0E53034

Erin MacNeill has been with Tax & Financial Group since 2001. She entered...

BrianMcNulty
Chief Executive Officer

CA Insurance License No. 0702063

Brian is Chief Executive Officer of Tax & Financial Group and has been in the...

mai
Financial Advisor

CA License No. 0B74666

Mai has been in the Financial Services since 1998. She focuses on helping business owners and...

debbie
Financial Advisor

CA License No. 584714

Debbie began her financial services career in 1980. She is dedicated to providing comprehensive...

scott
Financial Advisor

CA License No. 0G27335

Scott is a Financial Advisor with Tax & Financial Group (TFG), a financial services firm...

ken
Financial Advisor

CA License No. 512558

A partner of Tax & Financial Group, Ken has been with the firm since 1976. He specializes in...

Gemmaheadshot2
Financial Advisor

CA Insurance License No. OD94253

Gemma Snell worked in the advertisement industry for companies such as the Orange...

Jonathan
Financial Strategist

CA License No. 0D63975

Jonathan Stouffer served as Director of Investment Services at Tax & Financial Group (TFG) until...

sarah
Financial Advisor

CA License No. 0C38502

Sarah specializes in guiding her clients with the accumulation and preservation of wealth...

Daryl Tusa headshot July 2021
Financial Advisor

CA License No. 0E20518

Daryl Tusa is dedicated to guiding businesses, families, and individuals with the accumulation...

RichardHamm_Jan2014
Senior Client Services Coordinator

Richard Hamm’s focus includes maximizing the interaction and value provided to clients. Richard’s responsibilities...

Garvin 62 WEBSIZE

Mark Garvin has headed up the employee benefits division, Tax & Financial Group Benefits for over 20 years. Mark’s team...

San Diego, CA

TFG_Resize Thumbnail_Shughes Professional Photo
Financial Strategist

CA License No. 0I98528

Stephanie specializes in advanced planning strategies, business continuation and exit and...

William Kim 05
Financial Advisor

CA Insurance License # 0H80884

As a Financial Advisor with Tax & Financial Group, William (Will) is dedicated to...

marcos
Financial Professional

CA Insurance License No. 4080261

Marcos is dedicated to guiding businesses, families, and individuals with the...

Hawaii

BryanAzuma
Financial Advisor

HI License No. 300028

Bryan’s role as a trusted advisor is to support clients in their efforts to establish and...

roy
Financial Advisor

Roy Kobatake began his financial services career in 1967. Roy specializes in assisting individuals, families, and...

katiegreen
Client Services Coordinator

Katie supports the TFG Hawaii office by assisting with the day to day operational responsibilities.  Katie utilizes her...

San Antonio, Texas

JohnMillerCropped_0
Financial Advisor

Texas License No. 2349324​

John is dedicated to guiding businesses, families, and individuals with the accumulation...

Centennial, Colorado

Colin is a Financial Advisor with Tax & Financial Group.  He has served in the financial services arena since 1991....