image of David Thompson

David Thompson, AWM, CEPA®, CIMA®

Managing Director - Branch Director, Private Wealth Financial Advisor, Senior Portfolio Director

949-720-8924 949-630-8653
Email | | |
Image of Maddy Stewart

Maddy Stewart, APP, CDFA®, CPFA™

Associate Vice President - Financial Advisor

949-720-8997 949-423-8706
Email |
George Otto

George Otto

First Vice President - Financial Advisor

949-720-8922 657-453-6934
Image of Parker Thompson

Parker Thompson

Financial Advisor

972-612-2909 469-343-6279
Email |
Gresell

Gresell Wedel

Senior Investment Associate

949-720-8943 657-760-0046
Matt Loff

Matt Loff, APP

Investment Associate

949-720-8911 949-630-9736
Image of Heidi Thompson

Heidi Thompson

Client Associate

949-720-8998 714-498-9802

Meet our team and what we do

Learn more about our team members, who we are and how we help our clients. 

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