Our Team

With over 200 years of combined 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.

Kevin Du Pree , CLU®

Private Wealth Advisor

Office 949-622-7204


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Michael Jacob , ChFC®

Private Wealth Advisor

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Office 949-622-7253


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Timothy J. Molnar , CFP®

Private Wealth Advisor

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Office 949-622-7234


Fax 949-622-7228


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Matthew Farrell , CFP®

Private Wealth Advisor

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Office 949-769-5621


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Patrick Stoll , CFP®, RICP®

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 949-769-5617


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Joel Staples , CFP®, J.D.

Private Wealth Advisor

Mobile 949-524-2315


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Jim Grefenstette , CFA®

Office 949-622-7218


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My To , CLU®

Associate Wealth Management Advisor

Office 949-622-7247


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Steve Rombro , CFP®, RICP®

Director of 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®

Associate Wealth Management Advisor

Office 949-622-7279


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Grace Cho Pham

Associate Financial Representative

Office 949-622-7200


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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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Aron Wong , BBA

Associate Financial Representative

Office 949-622-7200


Mobile 714-615-4813


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Mamie Sanderson

Financial Planning Analyst

Office 949-622-7200


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Sandra Gee

Director of Marketing

Office 949-622-7283


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Kenny Kikuno

Investment Operations Associate

Office 949-622-7277


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Mariah Lopez

Insurance Operations Associate

Office 949-622-7200


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Victoria Mohler , CLTC®

Associate Financial Representative

Office 949-622-7282


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JJ Chok

Investment Operations

Office 213-243-7000


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