Your Team

Drawing on decades of diverse experience, our firm understands the complexity of financial issues and how strategic financial planning can enhance your future. We take great pride in the work that we do and truly value the relationships that we have with our clients. To learn more about our team, please click on the bios below.

 

Michael Jacob , ChFC®

Private Wealth Advisor

Office 949-622-7253


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Timothy J. Molnar , CFP®

Private Wealth Advisor

Office 949-622-7234


Fax 949-622-7228


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Matthew Farrell , CFP®

Private Wealth Advisor

Office 949-769-5621


Email

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Patrick Stoll , CFP®, RICP®, CLU®, ChFC®

Private Wealth Advisor

Office 949-622-7226


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Nicolas Mattingly

Private Wealth Advisor

Office 949-622-7264


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Elicia Nicoll

Director of Employer and Participant Services

Office 949-622-7200


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Jim Grefenstette , CFA®

Office 949-622-7218


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My To , CLU®

Private Wealth Analyst

Office 949-622-7247


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Steve Rombro , CFP®, RICP®

Director of Private Wealth Planning

Office 949-622-7248


Mobile 310-433-1987


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Peter Park

Director of Investment Operations

Office 949-622-7212


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Veronica Reed

Director of Retirement Plans

Office 949-622-7213


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Sarah Engelke , CFP®

Private Wealth Analyst

Office 949-622-7279


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Grace Pham

Financial Planning Analyst

Office 949-622-7278


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Thomas Cary , MBA

Director of Operations

Office 949-622-7252


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Corey Villalpando , CLTC®

Director of Insurance Operations

Office 949-622-7207


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Nan Heui Kim

Financial Planning Analyst

Office 949-622-7200


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Mamie Sanderson

Investment Operations Associate

Office 949-622-7272


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Sandra Gee

Client Relations and Events

Office 949-622-7283


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Kenny Kikuno

Investment Operations Associate

Office 949-622-7277


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Mac Dalphy

Investment Operations Associate

Office 949-769-5652


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Mariah Lopez

Investment Operations Associate

Office 949-622-7273


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Victoria Mohler , CLTC®

Client Relations

Office 949-622-7282


Email

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Christa Jacob , CPA

Director of Special Projects

Office 949-622-7200


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JJ Chok

Investment Operations Associate

Office 949-769-5692


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Affiliates

Nick Socha , CFP®, CLU®, ChFC®, RICP®

Wealth Management Advisor

Office 949-622-7256


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