Meet Your Team
Life is richer when you love what you do. That’s not only our hope for our clients, but the way we approach the planning process. We’re passionate about our work, and we continually seek opportunities to learn and grow—honing a team of highly skilled, technically competent professionals who are wholly committed to helping you achieve success. With multiple generations on our team and genuine enthusiasm for what we do, we’re prepared to serve you with unmatched excellence for years to come.
Robert Grimm CLU®, ChFC®, CFP®
Co-Founder and Partner, Private Wealth Advisor
As a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Robert brings over thirty years of professional experience in the financial industry and is dedicated to helping individuals, families and business owners navigate the complexities of their financial affairs. His focus on the Wealth Management aspect of this industry for most of his career gives him the insight to create comprehensive financial, retirement and estate plans, as well as handle investment management along with tax strategies. He and his team walk alongside each client to create and implement client-centered short, as well as long term strategies to put them on a path to achieve their goals.
A RELATIONAL APPROACH
Robert is dedicated to building long-term relationships with a core desire to have a positive impact on the lives of those he works with and for. These relationships are built on trust and transparency while taking into account the values and priorities of each client. His business foundation is built on adhering to the highest levels of professionalism and ethics while providing expert advice and direction tailored to each client’s unique situations.
PHILANTHROPY
Beyond his commitment to his professional work, over the years, Robert has been involved in a variety of philanthropic organizations. For over 15 years, he and his family were responsible for supplying and managing volunteers four times a year where they purchased, prepared and served meals to approximately 150-200 homeless people at Isaiah House. Additionally, he was a 10+ year Board Member at HomeAid OC (mission and vision to end homelessness) and continues his involvement with the Michael Chang Foundation (using tennis as the tool to raise funds towards Christ centered outreach programs and organizations).
PERSONAL LIFE
Born and raised in Evansville, IN, he received his Bachelor’s degree from Indiana University and moved to California over 35 years ago. He currently resides in Orange County with his wife, Linda and two adult children – Taylor and Erica. When outside the office, Robert enjoys his walks with Bentley (dog), snow skiing, playing tennis, golf, some pickle ball and loves board and card games. Additionally, travel is always on his itinerary… and wine tasting. He and Linda also attend and support their home church Calvary Chapel Chino Hills.
Brett Bissell CLU®, ChFC®, CFP®
Co-Founder and Partner, Private Wealth Advisor
Brett Bissell founded Luminate Wealth Management with Robert Grimm after working with him for 20 years. Brett brings over 27 years of professional experience as wealth management advisor working with high-net worth individuals, families and private business owners. Brett has an extensive background in retirement planning and tax strategies including expertise in all levels of estate planning. Brett has received many awards and has been recently recognized for 2023 Forbes Top Financial Security Professionals and 2023 Forbes Top Wealth Advisors. Brett does regular industry speaking and in the last few years has shared his insights with BlackRock and PIMCO panels.
Brett graduated from Cal State Long Beach with a Bachelor of Science in Communications. He has earned his Certified Financial Planner (CFP®) designation as well as his Chartered Life Underwriter (CLU®) and his Chartered Financial Consultant (ChFC®).
Brett has served on the board of The Fellowship of Christian Athletes of Orange County and is a passionate supporter. In 2023 Brett worked with Michael Chang Foundation and helped raise over 60,000 for FCA. Brett is also a long-time supporter of Orange Lutheran High School.
Brett and his wife Kimberly have been married for over 30 years and currently live in Rossmoor and have three grown children Kara, Cade and Camille. Both Kara and Cade have graduated from Vanguard and Baylor and have begun their careers. Camille is currently attending Baylor in Texas. Brett is an avid golfer and loves being with his family and friends on the course. He enjoys reading, traveling and watching his Green Bay Packers. Brett is an active member at Mariners Church, Long Beach Yacht Club and Old Ranch Country Club.
Randy has been advising clients with Northwestern Mutual for over 40 years. His career has encompassed sales & sales management in Denver & Boulder, Colorado / Hartford, Connecticut / Los Angeles & Irvine, California. He specializes in financial planning, wealth management, & estate planning.
Randy received his Bachelor’s degree from the University of Iowa and his MBA in Finance from the University of Denver. Over the years, he has been involved with Big Brothers Big Sisters, Rotary, National Association Of Insurance And Financial Advisors, Hartford Hospital, Orange County Child Abuse Prevention Center, Orange County Estate Planning Council, & Coto de Caza Golf & Racquet Club. He has been married to his wife Debbie since 1983 and has three sons & two grandchildren. Randy enjoys skiing, golf, tennis, biking, hiking, & travel.
Scott began his career with Northwestern Mutual in 1997. With over 26 years of experience, he is passionately involved in helping others create a secure financial future. Scott works with business owners, high-net-worth families, and individuals. Scott has an extensive background in retirement planning and tax-efficient strategies. He holds the Chartered Life Underwriter (CLU®) designation, the Chartered Financial Consultant (ChFC®) designation, a FINRA Series 6, 7, 63 and 66 registrations.
Scott has received numerous awards over the years, qualifying member of Northwestern Mutual Forum for 18 years. This award recognizes representatives with the highest levels of productivity and outstanding merit. In addition to this award, Scott has received other awards and has been recently recognized for 2023 Forbes Top Financial Security Professionals and 2023 Forbes Top Wealth Advisors.
Scott joined the Entrepreneurs' Organization (EO) in 2019, a dynamic network of influential business owners. As a member of the Entrepreneurs' Organization (EO), Scott aligns with a community of entrepreneurs focused on business growth, personal development, and community engagement.
Scott grew up in Chicago, Illinois and earned a Bachelor of Science Degree in Finance, from Illinois State University. He moved to California in 1997 and currently resides in Dana Point, with his wife Katie and their two daughters, Reese, and Elle. Both of his daughters are very involved in sports and actively participate in cheer.
When Scott isn't at his daughters' cheer competitions or watching them perform during San Juan Hills high school football games, he enjoys working out and playing golf at Coto De Caza Country Club. Scott and his family are members of Holy Trinity Catholic Church and give back their time volunteering at local animal shelters.
Forbes Best-in-State Top Financial Security Professionals list (July 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2022. Forbes "Best-in-State Wealth Advisors" list (April 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2022. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
Brady grew up in Palm Springs until moving to Orange County to start his life as a college student. At Biola University, Brady followed his two biggest passions by studying business and actively participating in a variety of social clubs. A member of the Track and Field Team and as an Associated Students Senator, Brady's leadership abilities stood out from an early age. In 2015, he graduated from Biola with honors and a Bachelor's degree in Business Management.
Brady's background in business and lifelong interest in finance - paired with his affinity for people - inspired him to start a career in financial services. Prior to graduating from Biola, Brady started the next chapter of his life at Northwestern Mutual as a part of their nationally ranked internship program. Today, Brady is a CERTIFIED FINANCIAL PLANNER™ Professional and operates as a Wealth Management Advisor with Luminate Wealth Management & Insurance Services.
Brady currently resides in Huntington Beach with his wife, Marisa, whom he met through his work at Northwestern Mutual & Luminate. Together, they have 2 daughters - McKinley and Michaela. During his free time, he can often be found golfing or traveling with family and friends. Additionally, Brady and Marisa are involved in their community and church, Rock Harbor.
Christine A Min CFP®, CLU®, ChFC®
Private Wealth Advisor
Christine, who currently resides in Lake Forest, moved from San Mateo County in California to pursue higher education at the University of California – Irvine. She joined the team in 2007 and graduated in 2008 with a bachelor's degree in business economics.
Christine's childhood dream was to become a pediatrician, fueled by her love and care for others, especially for children. However, she discovered a passion for financial advising during her time at university. Realizing she could continue helping others while making a positive difference in their lives, she found a new path. Christine received the accolade of Associate Advisor of the Year early in her career in recognition of her exceptional contributions. With determination, she advanced and transitioned to the role of Private Wealth Advisor, fostering both long lasting and new relationships.
She is married to David after dating for more than 10 years and their family grew with the addition of their daughter, Alina. Her commitment to family is evident in her everyday life. Family remains a cornerstone of Christine's life, and she believes in the importance of cherishing these connections.
Beyond her professional and family life, Christine engages in a variety of activities and interests. She actively plays in a tennis league, enjoys basketball, and has a soft spot for Disney/Pixar and Harry Potter. Her love for traveling and cooking reflects her adventurous spirit and appreciation for diverse experiences.
Anthony J. Abadilla CLU®, ChFC®, CFP®
Private Wealth Advisor
As a Private Wealth Advisor for Luminate Wealth Management, Anthony helps his clients understand the complexities of finances and financial planning. He knows there is much more to it than the numbers. By incorporating a holistic financial plan that is designed around each client’s own specific needs and objectives, he is able to create a clearly defined vision and strategy towards financial independence. These strategies are centered around asset/income protection, wealth accumulation, distribution, taxes, investments, and estate planning. His goal is to deliver solutions that provide his clients peace of mind and financial confidence.
After graduating from California State University, Fullerton in 2007 with a degree in Business Management and a minor in Computer Science, Anthony started his career with Ameriprise Financial as a solo advisor. He then joined the Luminate Wealth Management team in 2010 where he continues to cultivate and build strong relationships with both new and existing clients. He holds his FINRA Series 7, 66 and California Life and Health Licenses. In 2011 Anthony attained the Chartered Life Undewriter®, Chartered Financial Consultant®, and CERTIFIED FINANCIAL PLANNER™ professional designations.
Anthony couldn’t do what he is doing without the support of his loving family. His wife, Ryza, and their three kids, Nathaniel, Jace, and Samantha, is what energizes him and keeps him going. Outside of financial planning you can catch him cheering his kids on at all the different sporting events, playing basketball, frequenting Disneyland, and rooting for his favorite sports teams the Lakers, Rams, and Dodgers.
Roy brings over two decades of experience in the financial services industry. He earned his degree from Loyola Marymount University and holds a series 7, 66, and 24 Securities License. In 2012, he earned his Certified Investment Management Analyst (CIMA®) designation. He spent 18 years at Franklin Templeton Investments where he held various roles including College Planning Specialist and Sr. Advisor Consultant. After many years in the corporate world, Roy joined Grimm Bissell Wealth Management because he recognized his true passion is to help individuals and families pursue their life long goals. His primary responsibilities include portfolio construction, case analysis and client reviews.
Roy was born in Bangkok, Thailand but grew up in Southern California where he met his wife, Florence, in 2001 while she was visiting from France. He currently resides in Corona, CA with his wife Florence, and his two daughters, Sophie and Elisa. In his free time, he enjoys traveling, spending time with family and friends, and experiencing all life has to offer. Occasionally if time permits, he can be found on the golf course or attending his daughter’s basketball tournaments.
Michelle Chavez is a Private Wealth Analyst at Luminate Wealth Management and Insurance Services. She is a Certified Financial Planner and holds her FINRA Series 7, Series 66, and her California Life and Health License. Michelle graduated from California State University Fullerton with a Bachelor’s degree in Business Management. Michelle joined the firm in 2015. She helps high net worth individuals achieve their financial goals & aspirations by creating a financial plan that is tailored to their needs.
Michelle currently resides in Torrance. In her spare time, Michelle loves to do yoga, read, and try out new hobbies. Michelle enjoys traveling the world with her family & friends. Michelle has two huskies, Lana and Blaze, and she loves spending time with them.
Joseph Marino AWMA®, CFP®
Private Wealth Analyst
Joseph joined Luminate Wealth Management early in 2020 as a Financial Planning Analyst. He prides himself on delivering top-tier financial solutions that cater to clients with sophisticated planning needs. He graduated from California State University, Fullerton with a B.A. in Psychology and been in the Financial Services Industry for over 9 years. He attained the CERTIFIED FINANCIAL PLANNER™ designation in 2022 and is currently pursuing additional designations. Joseph loves experiencing different cultures, food, and wine from all over the world with his lovely wife, Bianca. They live locally with their two cats, Meeko and O’Malley, and their Golden Retriever Lola.
Jessica Guidi, a financial professional with over 25 years of experience in both investment relations and risk management, joined Northwestern Mutual in 2005. As an Associate Private Wealth Advisor, she empowers clients to navigate their financial journeys with confidence and success. Jessica holds California Life and Health, Variable, Long Term Care and General Securities Series 7, Series 6 and Series 63 Licenses. Jessica has lived in the Temecula Valley for over 18 years and when she isn’t working, she enjoys traveling with her family and being a mom to her 3 fabulous kids.
Nicholas began his career with Northwestern Mutual running a solo practice before joining Luminate in 2023. Nicholas joined us to increase his reach and impact more clients. He enjoys solving problems and is driven by his desire to help clients achieve their personal and financial goals. He holds his California Life and Health as well as his FINRA Series 7, Series 6, and Series 63 licenses. Prior to Northwestern Mutual and Luminate, he spent 15 years working in the wine industry.
He and his family moved from New York City to Orange County in 2021. When he isn’t working, he enjoys playing with his two children and trying to make his wife laugh.
Irene joined our team as an Associate Financial Representative in 2015 and has over 16 years in life insurance and financial planning. Previous to Luminate Wealth Management, Irene worked many years in mortgage industry as an underwriter and loan processor. Irene is executive assistant to founders, Robert Grimm and Brett Bissell. She is also Luminate’s Director of Client Relations and Marketing Manager.
Irene currently resides in Dana Point and has three grown children ((Morgan (Married to Kashiro), Ryan and Will)) who currently attend UCSD, Cal State Fullerton and Ottowa University. She also has a 2 year-old grandson, Mateo and 2-month-old granddaughter, Mila. In her spare time she enjoys spending time with family and friends, being active at the gym, studying nutrition, faith and being creative. Irene is an active member of Capo Beach Church.
Gigi was born and attended college in the Philippines. She moved to California in 1991. She and her husband, Arnold, have been married for 26 years and currently lives in Lake Forest, California with their two daughters, Danielle Louise (25), a Biology Graduate at SFSU, and Alyssa Keiko (18), a Communications major. She and her family are big foodies and enjoy trying different kinds of food, especially when travelling. Gigi used to have a home-based business where she customized cakes, cupcakes, and an assortment of other desserts. She also enjoys cooking for family and friends. Three years ago, she started a tradition of decorating her family Christmas tree with different themes that are always planned a year in advance.
Gigi joined the team in May of 2021 and has been in the financial industry since 2000. Prior to Grimm Bissell Wealth Management, she worked as a Life and Annuities New Business Case Manager for six years. She specializes in coordinating all aspects of insurance underwriting and has extensive experience in customer service. She currently holds a California Life & Health License.
Irene is the account manager of our insurance operations. She has been a member of Northwestern Mutual since 2015 and has extensive experience in client relations, insurance and financial underwriting. Irene has her bachelors degree in psychology. In her free time, Irene crochets and enjoys spending time with her husband, baby girl, and Maltipoo puppy Lily.
Irene holds California Life and Health licenses.
Jessica joined Luminate Wealth Management as a Service Associate in 2023. Her primary responsibilities include providing exceptional client service and helping to manage new accounts.
Prior to Luminate she held various roles in mortgage banking and operations. Jessica enjoys helping others and taking on new challenges.
She was born in Johannesburg, South Africa, but grew up in Arizona. She currently resides in Irvine with her spouse Joe and their Saint Bernard mix, Mozart. She loves traveling, spending time with friends and family, and trying new hobbies.
Emily joined the team in January 2023 as Client Service Coordinator. She comes from a background in Sales Support within the solar industry where she oversaw managing dealers’ schedules and bringing in new clientele.
Emily is currently attending the University of LA for her bachelor’s degree in health science. She resides in Corona with her two cats Mia and Milton, and her Australian shepherd Benny. Her hobbies consist of: going on hikes overlooking the beach with her fiancé, trips to Hawaii and parasailing, trying new restaurants and most of all spending time with family.
Joe came to the Orange County area to study applied mathematics at the University of California, Irvine, after which he began his finance career with JPMorgan Chase. Joe has performed every role within the firm which gives him unique perspective as Chief Operations Officer. He is responsible for keeping the firm running smoothly, expanding our ability to deliver the highest level of advice and guidance, and ensuring all team members are relentless in the pursuit of professional growth to better serve clients.
In addition, as a Portfolio Manager he is responsible for guiding our asset allocation strategy, in-depth investment analysis, and mutual fund due diligence. He holds the Chartered Financial Analyst® (CFA) designation and is a full member of the CFA Institute and CFA Societies of Los Angeles and Orange County. Joe lives in Irvine with his wife Jennifer and daughter, Rey.
Jian joined Grimm Bissell in 2021. Prior to joining the team, Jian worked for a wealth management firm creating strategic and tactical portfolio for individuals, non-profits, 401k plans, and institutions with focus on adding value through manager selection and asset allocation.
Jian graduated with a Master’s in Economic Analysis and Policy from Stanford Graduate School of Business. He also graduated magna cum laude, Phi Beta Kappa from the University of Rochester with a M.S. and B.S. with highest distinction in Chemical Engineering, and a B.A. with highest distinction in Economics.
At both work and in the community, Jian is strong advocate for the educational, family, and financial institutions, which help individuals and families achieve socioeconomic mobility. He has served on the Meals on Wheels and Visiting Nursing Service programs of Rochester to fight senior isolation and hunger.
Jian and his wife Eunyoung live in Orange County with their three children, Anna, Ethan, and Evan. They enjoy skiing, traveling, and exploring different cultures through food.
Kevin joined the team in 2021. He earned his MBA in 2019, at Concordia University Irvine. His primary focus is on process improvement and internal reporting. Prior to join the firm, he worked at Concordia University Irvine as a data analyst bridging the gap between processes and data.
He currently resides in Irvine, where he enjoys his daily walks with his dog, Panda, and hanging out with his wife, Debbie, and son, Sirius Black. When not at home, he enjoys Disney as much as possible by going on trips to places such as: Tokyo Disney, Disney World, and Disney Cruise’s Marvel Day at Sea.
Fernando is a graduate of Chapman University, where he earned a degree in Business Administration. He began his finance career with JPMorgan Chase in 2011. Prior to that, he was in the mortgage industry where he did everything from loan servicing, underwriting, processing, and loan originations. His primary responsibilities include overseeing the operations team and managing the workflow for client and advisor service requests.
Fernando resides in Irvine with his wife Jennifer, his son Andrew, and his daughter Ava. He enjoys traveling, watching football, playing golf, and spending time with his family.
