FPAOC’S Partners

FPAOC is thankful to all our Partners for supporting the mission and activities of our chapter and for coming alongside our members to grow their businesses. Our Partners will have representatives at each quarterly meeting and other FPA of Orange County events, please take a few minutes to introduce yourself, find out how they might help you, and please thank them for making possible all that we do to grow financial planning! (As always, perform your own due diligence before engaging any professional.)


Contact: David Allen Brown
Phone: (949) 453-2900
Website: www.brownandstreza.com

Contact: Renee and Robert Trommler
Office Phone: (714) 669-8313
Renee’s Cell: (714) 856-9554
Robert’s Cell: (714) 856-9555
Website: www.rtrommler.totallyreverse.com

Contact: Chad Givens
Phone: (415) 595-5720
Website: www.nuveen.com

Contact: Mike Diephouse, Senior Consultant
Phone: (949) 809-2695
Website: www.scholarshare.com

Contact: Tyler VanZandt, Vice President
Phone: (310) 984-4875
Website: www.troweprice.com


Contact: Shawnette Gauer
Phone: (949) 720-4954
Website: www.schwabadvisorcenter.com

Contact: Emily J. Farber
Phone: (502) 212-5962
Website: www.jeffnat.com

Contact: Doug Brown, Business Development Executive
Phone: (602) 743-4169
Website: www.northerntrust.com

Contact: Peter Kote
Phone: (949) 600-8625
Website: www.trusteepro.com

Contact: John Gould
Phone: (877) 215-1330 ext. 7125
Website: www.thornburg.com

Contact: Kari Marquez
Phone: (303) 705-6273
Website: https://trustamerica.com/

Contact: Jessica Nagengast, CFP®
Phone: (402) 384-5324
Website: www.weitzinvestments.com

Contact: Kase Kinney, CFA, VP, National Advisory Sales
Phone: (716) 397-7633
Website: www.americanbeaconfunds.com

Contact: Cynthia Grether
Phone: (805) 493-3325
Website: www.callutheran.edu

Contact: Jason Hayes, Senior Vice President Phone: (310) 245-7855 Website: http://www.cantor.com/

Contact: Tim Rembowski, Senior Consultant Phone: (502) 398-6772 Website: www.dplfp.com

David Little, CFP, CFA, President
Carl Lachman, CFP, MBA, Vice President
David MacLeod, CFP, CFA, Financial Advisor
Phone: (714) 738-0220

Contact: David Walker, CFS®, Regional Vice President
Phone: (949) 607-7710

Contact: Anthony W DiBacco, ChFC CFS®, Vice President
Phone: (760) 681-7161

Website: www.jackson.com

Contact: John J. Leonard, Executive Director, Client Advisor
Phone: (619) 206-0785

Contact: Chris M. Johnson, Executive Director
Phone: (949) 246-8997

Website: www.jpmorganfunds.com

Contact: UESP Professional Services Team
Phone: (888) 529-1886
Website: advisor.uesp.org

Contact: Ben Widders
Phone: (661) 678-1338
Website: www.sheaffbrockinstitutional.com

Contact: Scott Monroe
Phone: (949) 366-4161
Website: www.tdainstitutional.com

Contact: Francine Berg
Phone: (949) 824-4661
Website: unex.uci.edu

Contact: Chris Grant
Phone: (801) 983-4125

Contact: Roger Hill
Senior Regional Director
Phone: (801) 870-5644
Website: www.williamblair.com

Contact: Don Pelgrim
Phone: (866) 575-5070
Website: www.wilshirefp.com


Additional Partners

Contact: David Rabin, Managing Director
Phone: (310) 696-2888
Website: www.acm-funds.com

Contact: Sherri Page
Phone: (714)595-9044

Contact: Sean Mihal
Phone: (858) 352-5931
Website: www.russellinvestments.com

Contact: Ryan Grant, Producing Area Manager
Phone: (949)651-6300
Website: www.RyanGrantTeam.com