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®

Partner and Private Wealth Advisor

Office 949-622-7209


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Brett Bissell , CLU®, ChFC®, CFP®

Partner and Private Wealth Advisor

Office 949-622-7236


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Randall Riley , CLU®, ChFC®, MBA

Private Wealth Advisor

Mobile 949-422-0749


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Scott Gajda , CLU®, ChFC®

Private Wealth Advisor

Office 949-622-7208


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Jon Lugo , CLTC®

Lead Advisor

Office 949-622-7281


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Brady Brewster , CFP®

Lead Advisor

Office 949-769-5647


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Christine A Min , CFP®, CLU®, ChFC®

Private Wealth Advisor

Office 949-622-7242


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Anthony J. Abadilla , CLU®, ChFC®, CFP®

Private Wealth Advisor

Office 949-622-7280


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Roy Tirakayos , CIMA®

Private Wealth Advisor

Office 949-622-7200


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Tim Rickey , CFP®

Associate Private Wealth Advisor

Office 949-622-7258


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Michelle Chavez , AWMA®

Private Wealth Analyst

Office 949-622-7233


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Joseph Marino , AWMA®, CFP®

Private Wealth Analyst

Office 949-769-5637


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Jessica Guidi , AWMA®

Associate Private Wealth Advisor

Office 949-633-9758


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Markie Davis

Financial Planning Analyst

Office 949-769-5657


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Irene Farrier

Director of Client Relations

Office 949-622-7285


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Angelica Gervacio

Financial Planning Analyst

Office 949-769-5696 ext. 55696


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Irene Valle

Financial Planning Analyst

Office 949-622-7201


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Christian Prado

Financial Planning Analyst

Office 949-622-7269


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Joseph B. Olson , CFA®

Chief Operations Officer

Office 949-622-7210


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Kevin Black , MBA

Business Manager

Office 949-622-7271


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Fernando Sanchez , AWMA®

Operations Manager

Office 949-622-7232


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