Our specialized team provides a wealth of knowledge with years of experience.
To learn more about the team you will be working with please click on the bios below.
Robert brings to his clients over twenty-seven 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 affiliated Northwestern Mutual has given him the opportunity to provide his clients with solutions and products that help them achieve their financial dreams.
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.
Beyond his commitment and passion at work, Robert takes this same level of energy outside the firm oriented towards having a meaningful impact with his chosen philanthropies. He has been a Board member since 2005 with HomeAid OC, whose mission and vision is to end homelessness in Orange County, and continues to serve on a variety of committees. He is also the key intermediary with the Michael Chang Foundation, in support of the annual Michael Chang Tennis Classic, in which HomeAid is the main charitable beneficiary. Additionally, for over 15 years he has been responsible for leading a team of volunteers 4 times a year at Isaiah House in Santa Ana, where they purchase, prepare and serve food for 150 – 200 of our counties homeless population. He and Linda are members of Eastside Church in Anaheim and are part of the Dream Team which supports a number of global ministries and local compassions.
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 friends.
Brett is a member of Seacoast Grace 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 & a granddaughter. Randy enjoys skiing, golf, tennis, hiking, & travel.
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.
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.
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 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.
Brady currently resides in Costa Mesa with his wife, Marisa, whom he met through his work at Northwestern Mutual. During his free time, he can often be found traveling with family and friends. Additionally, Brady and Marisa are involved in their community and church, Rock Harbor.
From a young age, Brady had an affinity for two things: numbers and people. He always knew he wanted to be an entrepreneur and run his own business -- and Northwestern Mutual gave him the ideal opportunity to do so.
Brady joined Northwestern Mutual in 2013. Today, Brady is a CERTIFIED FINANCIAL PLANNER™ professional and operates a successful financial planning practice in Orange County. Brady specializes in providing strategic, comprehensive advice to help successful professionals, attorneys, physicians, and business owners meet their financial goals. He also often collaborates with fellow advisors to educate clients on wealth management strategies and solutions.
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 Angeles Lakers.
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 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.
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 a veteran in the mortgage industry. His primary responsibilities include client onboarding, client service, and review preparation.
Fernando resides in Irvine with his wife Jennifer, his son Andrew, and his daughter Ava. He enjoys traveling, watching football, and spending time with his family.
Emily joined the Grimm Bissell team in 2019 as a Financial Planning Analyst. She handles the day-to-day investment operations for our team. She is responsible for assisting the team in processing new business and maintaining client relations. Emily is dedicated to supporting clients and ensuring the best experience possible as we take a comprehensive approach to help build, manage, and protect what is important to them. She is passionate about expanding her knowledge of the financial services industry in order to help as many people as possible develop strategies to achieve their goals.
Prior to beginning her career in the financial service industry with MassMutual in 2016, Emily earned her Bachelor’s degree at Colorado State University in Fort Collins studying Social Work and Criminal Justice.
Emily resides in Fountain Valley, CA. In her free time she enjoys dirt bike riding, traveling, snowboarding, reading, cooking, and practicing yoga.
Joseph joined Northwestern Mutual early in 2020 as a Financial Planning Analyst with the Grimm Bissell Team. He prides himself on delivering high quality customer service and learning more about every individual that he works with. He graduated from California State University, Fullerton with a B.A. in Psychology and been in the Financial Services Industry for over 5 years. Joseph loves experiencing different cultures, food, and wine from all over the world with his lovely wife, Bianca.
Neal was born and raised in Carmi, IL where he spent much of his time on the golf course. Neal played golf at John A Logan College for 2 years before transferring to the University of Southern Indiana where he graduated with his degree in finance in 2018. Neal was a member of multiple social organizations and academic honorary society’s throughout college. Neal has been involved in the finance industry since graduation. He previously worked out of the Northwestern Mutual office in Evansville, IN. While residing in Evansville, Neal was involved in the Chamber of Commerce, Rotaract club and attended multiple financial planning conferences.
Neal moved to Orange County in early 2021 to join the Grimm Bissell team as a Service Advisor. He is passionate about the finance industry, continuing to expand his knowledge within the industry and providing an exceptional customer experience.
Neal resides in Costa Mesa, CA. In his free time, he enjoys playing golf, working out, reading, spending time with family and friends and just being outdoors in general.
Irene joined our team as an Associate Financial Representative in 2015 and has over thirteen years in life insurance and financial planning. Previous to Grimm Bissell Wealth Management, Irene worked many years in mortgage industry as an underwriter and loan processor. Irene’s primary goal is to ensure your client experience, focusing on client relations, scheduling, marketing & event planning, and insurance servicing.
Irene currently resides in Dana Point with her two son’s, Ryan (18) in college and Will (16) who is in high school. Her daughter Morgan (21) is currently serving in the Navy, attending school and will be applying to transfer to a UC school later in Spring 2020. Both Ryan and Will have been active playing water polo since they were very young. In Irene’s spare time she enjoys hiking, swimming, traveling and just hanging out with her kids, family and friends.