image of David Thompson

David Thompson, AWM, CEPA®, CIMA®

Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus

949-720-8924 949-630-8653
Email | | |

Maddy Stewart, APP, CPFA®

Associate Vice President - Financial Advisor

949-720-8997
Email |
George Otto

George Otto

First Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

949-720-8922
Gresell

Gresell Wedel

Investment Associate

949-720-8943
Matt Loff

Matt Loff

Senior Registered Client Associate

949-720-8911

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