Planning Team

We have carefully curated a stellar team of professionals to craft the financial plans that help bring your dreams to life. We invite you to learn more about the team and their roles within our firm.

 

FOUNDERS

Joshua David Buttrey , CFP®, RICP®, WMCP®, CLU®

Co-Founder and Wealth Management Advisor

Office 949-863-5900


Email

Read Bio

Tyler F Terry , CLU®

Co-Founder and Wealth Management Advisor

Office 949-863-5900


Email

Read Bio

LEADERSHIP

Zachary Doroski

Director of Operations and Client Service

Office 949-863-5900


Email

Read Bio

PLANNING SUPPORT TEAM

Eric M Papa

Financial Planning Associate

Office 949-863-5900


Email

Read Bio

Denise Lynn Spicer

Client Relations Manager

Office 949-863-5900


Email

Read Bio

Ersula M Martell

Insurance Operations Associate

Office 949-863-5900


Email

Read Bio

Heather L Siordia

Investment Operations Support

Office 949-863-5800


Email

Read Bio