Our Team

Team photo

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 Grimm , CLU®, ChFC®, CFP®

Partner and Private Wealth Advisor

Office 949-622-7209


Email

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Brett Bissell , CLU®, ChFC®, CFP®

Partner and Private Wealth Advisor

Office 949-622-7236


Email

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Randall Riley , CLU®, ChFC®, MBA

Private Wealth Advisor

Mobile 949-422-0749


Email

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Joseph B. Olson , CFA®

Chief Operations Officer

Office 949-622-7210


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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


Email

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Christine A Fong , CFP®, CLU®

Private Wealth Advisor

Office 949-622-7242


Email

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

Private Wealth Advisor

Office 949-622-7280


Email

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Michelle Chavez , AWMA®

Service Advisor

Office 949-622-7200


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Fernando Sanchez , AWMA®

Service Advisor

Office 949-622-7232


Email

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Emily Jackson

Service Advisor

Office 949-622-7200


Email

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Joseph Marino

Service Advisor

Office 949-622-7200


Email

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Neal Northcott

Financial Planning Analyst

Mobile 618-384-7776


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Irene Farrier

Director of Client Relations

Office 949-622-7285


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