Our Team

Focus

Jeremy is a CERTIFIED FINANCIAL PLANNER^TM professional with over 20 years of experience. He uses his skills and the experience of managing his client’s portfolios through two bear markets to help them build, manage and protect their wealth for the future.

 

Background & Experience

Jeremy graduated from California State University at Fullerton, where he received his Bachelor's degree in Engineering Geology in 1994.  Upon graduating, Jeremy went to work for a local engineering geology and environmental firm.  Those six years working in the engineering geology field, exploring many different natural phenomena, were an enlightening, fantastic experience for him. 

After a number of years of training and education in the financial field, Jeremy decided it was time for a career change.  In 1999 Jeremy accepted a job with Smith Barney, the predecessor firm to the now Morgan Stanley.  During his time there he experienced and weathered numerous economic and financial environments.  It was during 2009 that Jeremy realized he needed more for his clients and sought to find a firm that could help him and his clients reach their financial goals.  In 2010 Jeremy accepted the position of Senior Vice President - Investments at Wells Fargo Advisors.  Jeremy's experience of witnessing two bear markets, the first commencing in 2000 and lasting through the recession that ended in 2003, and the second commencing with the recession that began in the fall of 2007 and ended in the spring of 2009.  This experience has made him think anew on how he should help clients preserve their assets and strive to achieve their personal and financial goals.  To that end, in 2007, Jeremy earned the accredited certification of CERTIFIED FINANCIAL PLANNER^TM.  Jeremy completed a two-year education and training program, passed a rigorous two-day national examination, and met stringent experience requirements.  This certification holds Jeremy at a higher fiduciary standard, while being bound by a professional code of ethics; he also completes annual continuing education requirements to remain current on planning strategies and financial trends.

Away from the office

Many of the principles that Jeremy applies in his financial practice are based on his family values. Jeremy and his wife, Andrea, have three loving children, William, Lauren and Madeline. Now that the older kids are out of the house Jeremy and Andrea spend much of their free time with Madeline at her soccer and volleyball events. William graduated in the spring of 2018 from San Diego State University with a Bachelor's degree in Finance. William spent two years after his graduation working in the financial industry before he decided to join his dad's practice at Wells Fargo Advisors as a Financial Advisor. Lauren is completing her Bachelor’s degree in Kinesiology and is working on her Masters in Nursing. Madeline is in high school and is a wonderful and caring young lady.

 

CA Insurance License Number: 0D12689. Resident State CA.

Focus

Will is passionate about helping his clients reach their financial goals and teaching them the important aspect of investing.

 

Background & Experience

After graduating San Diego State University in 2018 with a bachelor’s degree in Finance, Will began his financial services career working as a Client Service Specialist at Ameriprise Financial. Continuing to build his experience he became a New Account Specialist at LPL Financial prior to moving back to Orange County to join his father’s practice. He brings a great deal of knowledge from his previous client facing roles and is excited to work with his father as a team to help their clients achieve their financial goals.

 

Away from the office

Depending on the season, Will enjoys a multitude of outdoor activities and hobbies including but not limited to surfing, snowboarding, cooking, camping, traveling, and reading.  He also enjoys the company of close friends and family

 

CA Ins License# 4065319; CA resident

Focus

Joe’s primary responsibility is to maintain a professional and organized environment that allows Jeremy to devote his full attention in creating an outstanding client experience.

 

Background & Experience

Joe has nearly 22 years experience in the financial services industry, beginning back in 1999 where his career started at Prudential Insurance Company.  He has been with Wells Fargo Advisors since 2016, and currently holds his Series 6, 7, 63, and 65 registrations in addition to his California insurance license.  Joe brings a wealth of knowledge and experiences from various financial services firms.  

Joe schedules appointments and handles all income calls so that our clients receive a high level of personal service.  Joe is the first person you should call regarding any questions you may have.

Joe attended Long Beach City where he majored in Business Administration and Accounting.

 

Away from the office

Joe has been married to his wife Angela for 7 years, and they hope to have children someday.  In his free time Joe enjoys spending time outdoors with his family where he is an experienced grill master.

Focus

Annie has been in the financial services industry for nearly twenty years, beginning her career at Smith Barney in 2004.  She has been with Wells Fargo Advisors since 2006.   She currently holds her Series 7, 63, and 66 registrations in addition to her California insurance license.

 

Background & Experience

Annie brings a variety of different experiences and services that she can provide to clients.   Additionally, Annie is a notary public.  Annie excels at client service, helping us manage nearly $400 million in client assets.

Annie earned her Bachelor of Science from California State University, Long Beach. 

 

Away from the office

In her free time, Annie can be found playing with her young son, Kai, working on a race car, accompanied by her husband Chuck, walking with her two Labrador retrievers or riding her mountain bike somewhere in the mountains of southern California.