Client Services Specialists

Anne Page

Director of Client Services

Supports Mark Hebner

Direct: 949-428-0438

Gouri Misra

Client Service Specialist

Supports Mary Brunson, Supports Venkat Yarlagadda, Gordon Shuler, Neal Rutter, and IFA Network Members and Solicitors

Direct: 949-428-0451

Rochelle Jornacion

Client Service Specialist

Supports Denise Delaney, Derick Kann, Brad von Grote, Daniel Chong, and Wes Long

Direct: 949-428-0450

Jeff Sims, CFP®

Senior Client Service Specialist

Supports Becky Vasquez

Direct: 949-428-0458

Chelsea Page

Client Service Associate

Direct: 949-596-8492

Dawnielle Hall

Client Service Associate

Direct: 949-428-0456