Robert brings to his clients over twenty-five years of professional experience in the financial industry. Robert became a
Wealth Management Advisor in order to help individuals, families and business owners navigate their financial state of
affairs by creating and implementing long-term vision; thus allowing them to focus on the things in their lives that
they're most passionate about and that matter most.
Robert feels the most important element of his career has been his desire to have a long-term positive impact on the lives
of people he works with and for. His career with Northwestern Mutual has given him the opportunity to provide his clients
with solutions and products that help them achieve their financial dreams.
Robert is a member of the National Association of Insurance and Financial Advisors (NAIFA). The mission of the National Association
of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business
and professional skills, and promote the ethical conduct of our members.
Robert was born and raised in Evansville, IN and received his Bachelor’s degree from Indiana University. He moved to California
approximately 35 years ago and now resides in Orange County with his wife Linda and two children, Taylor and Erica. His
hobbies include snow skiing, tennis, golf, travel and philanthropic work.
Robert is a member of the First Evangelical Free Church of Fullerton. He has been a Board member of HomeAid OC since 2005
whose mission and vision is to end homelessness in Orange County, and has served on a variety of committees. With this
organization he is also the key intermediary with the Michael Chang Foundation in support of the annual Michael Chang
Tennis Classic (a tournament raising funds for charity). Additionally, for the past 10+ years, he has been responsible
for organizing a team of volunteers 4 times a year at Isaiah House in Santa Ana, where they purchase food, prepare the
meals and serve approximately 100-150 homeless people.
Brett brings over twenty years of professional experience in the financial industry spanning all levels of business and personal
planning analysis. He became a financial representative so that he could make a more direct impact on the lives of individuals,
families, and small business owners as they embark on the sometimes intimidating task of preparing their future. The
long-term associations Brett has with his clients are core components of his business. Earning and preserving these relationships
make Brett’s work fulfilling.
Brett currently lives in Rossmoor, CA with his wife Kimberly and three children, Kara, Cade, and Camille.
Faith and family are priorities for Brett and he is often found watching his active kids participate in soccer, football
and singing. In his personal time he enjoys playing golf, reading, traveling with Kimberly and spending time with good
Brett is a member of Seacoast Grace Church, Long Beach Yacht Club and Old Ranch Country Club.
Jon was born and raised in Saratoga, CA. He was fortunate to meet his wonderful wife through his early college years at CSUF. He then went on to finish his degree at SJSU. Jon and Christine were married in 2009 in Laguna Beach and currently reside in Laguna Hills. Their first son, Xavier James Lugo, was born in October 2015 and has changed their lives forever. Christine and “Baby X” are the lights of Jon's life. The Lugo family are members of Mariners Church, Irvine, and Salt Church, OC, and are involved in various Type One Diabetes Foundations, such as JDRF and PADRE to support other T1D families and children like Baby X. Jon is also a volunteer musician at Salt Church and Mariners. Outside of the office, you might catch Jon playing the guitar on Sunday morning at Salt Church, or playing the drums on Thursday night at Mariners. Christine and Jon enjoy spending time in Laguna Beach, traveling, wine, good food, and good friends.
Jon joined Grimm Bissell Wealth Management and Insurance Services in 2018 after 5 years of operating his private practice. Jon works with attorneys, physicians, business owners, and affluent families throughout California and across the U.S. to help them build, preserve, and pass along their financial legacies. Through a Network of Specialists, Advisory Team, Centralized Financial Services Team, and resources including Advanced Planning Attorneys and CPAs, Jon and his team will help find the solution for anything their clients may encounter. They are committed to providing exceptional client experiences and service by offering wide array of financial services and resources.
Christine joined the team in 2007. Her primary responsibilities include portfolio construction, securities analysis, planning analysis, and client servicing. Christine graduated from the University of California Irvine with a Bachelor’s degree in Business Economics. She holds her FINRA Series 7, Series 63, California Life and Health license, and CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Christine lives in Irvine but routinely visits the Bay Area where she’s originally from.
Anthony started his financial services career in 2007 with Ameriprise Financial, and joined our team in 2011. A graduate
of California State University Fullerton, Anthony received his Bachelor’s degree in Business Management and a Minor
in Computer Science. His primary responsibilities include client reviews, case management and analysis, as well as coordinating
operations for the team. He holds his FINRA Series 7, 66 and California Life and Health Licenses. In 2011 he earned the
designations CLU®, ChFC® & CFP®.
Anthony currently resides in Garden Grove with his wife Ryza, his two sons Nathaniel and Jace, and his two dogs Bella and
Teya. In his free time he enjoys spending time with his family, seeing movies, and watching his favorite team the Los
Irene joined our Northwestern Mutual team as an Associate Financial Representative in 2015 and brings over 13 years of financial
services experience working closely with a Wealth Manager and Estate Planner for the last eight of those years. Irene’s
primary objective’s include providing excellent customer service and maintaining client relations, scheduling all
appointments, marketing and event planning, and insurance servicing.
Irene currently resides in San Clemente and has lived there for over 20 years. She has three kids, her daughter Morgan who
is currently serving in the Navy in San Diego and two high school boys, Ryan 16 and Will 14 both are very involved in
water polo all year long. Aside from spending time with her kids, friends and family, she enjoys working out, beach hiking
and reading in her spare time.
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. His responsibilities include in-depth investment analysis, mutual fund due diligence and client service. He holds the Chartered Financial Analyst® (CFA) designation and is a full member of the CFA Institute and CFA Society of Los Angeles. Joe lives in Irvine with his wife Jennifer along with their German shepherd, Cashew.
Kosal started his financial services career in 2004 after earning his Bachelor's degree in Business Management from California
State University Fullerton. His primary responsibilities include client onboard, asset movement, investment allocation,
client service and review preparation. He holds his FINRA Series 7, 63 and California Life and Health Licenses.
Kosal resides in Tustin with his wife Sayaka and son Mason, where he is a lifelong student of investments, photography, automobiles
Michelle joined the team in 2015. Her primary responsibilities include providing exceptional client service and coordinating all insurance underwriting processes. Michelle graduated from California State University Fullerton with a Bachelor’s degree in Business Management. Michelle currently holds her FINRA Series 7, Series 66, and her California Life and Health Licenses. She currently resides in Carson and loves to read, work out, and hang out with friends in her free time.