Skip to main content
 (949) 223-8100
  •  
  •  

Tax & Financial Group

Tax & Financial Group

  • Home
  • About Us
    • Our Company
    • Our Associates
    • Our Services
    • Newsroom
    • Community Giving
  • Account Access
  • Resources 
    • Useful Websites
    • Economic Calculators
    • Business Exit Report
  • Careers
  • Contact
  • Events

    You are here

  1. Home
  2. About Us
  3. Our Associates

Our 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

Sylvia Ahn

David Alarid

Andrew Barrier

Andy O' Brien

Bradley Behrendt

Neddie Bokosky

Tara Bokosky

Kinnie Chen

Andrew Fisher

Cathy Fitzpatrick

Brian Freeman

Mike Gabrielian

Anthony Hovorka

Ben Julianel

Shelly Kapfhammer

Taeyoon Kim

Grason Lanz

Nick Lasater

Dylan Costello

Cleo Last

Karen Lomas

Jim McCloskey

Richard McCloskey

Sean McCloskey

Erin MacNeill

Brian McNulty

Mai Nguyen

Debbie Paul

Scott D. Petersen

Ken Petersen

Brendan Porter

Richard A. Schiendler

Gemma Snell

Mike Soroudi

Jonathan Stouffer

Sarah Stouffer

Paul S. Thomas, Jr.

Daryl Tusa

San Diego, CA

Stephanie Hughes

Sacha Mackels

Hawaii

Bryan Azuma

Roy Kobatake

Katie Green

San Antonio, Texas

Ronald Dawson

John Miller

Centennial, Colorado

Colin McCoy, CFP®, CLU®

Book a Meeting

Tell a Friend

Looking to learn more?

Get in touch today

Contact Us

Contact info

  •   4001 Macarthur Blvd., 3rd Floor, Newport Beach, California 92660
  •   (949) 223-8100
  •   info@tfgroup.com

Additional info

  • Sitemap

Contact us

Tax & Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Tax & Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles “advisor” or “financial advisor” and provide advisory services. For further questions about which individuals associated with Tax & Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. 3121066 DOFU 08/2020

© 2021 Tax & Financial Group. All rights reserved.

Website Design For Financial Services Professionals