Irvine
18400 Von Karman Avenue
Suite 400
Irvine, CA 92612

ph: 949-660-0661
fax: 949-756-2624
Los Angeles
31111 Agoura Road
Suite 200
Westlake Village, CA 91361

ph: 818-540-6900
fax: 818-540-6991
Scottsdale
4900 N Scottsdale Rd
Suite 3700
Scottsdale, AZ 85251

ph: 480-824-4100
fax: 480-824-4101
San Diego
4250 Executive Square
Suite 700
La Jolla, CA 92037

ph: 858-587-0101
fax: 858-552-1023

Meet Our People

Managing Director

Richard Rojeck, CFP®

Managing Director - San Diego

(858) 550-2838


Managing Principals

Brian McKechnie, ChFC

Managing Principal - Irvine

(949) 623-1783


Adam Mosbach

Managing Principal - Scottsdale

(480) 824-4114


Planning Department

Jack Kaewpalug, CFP®

Director of Planning - Irvine

(949) 474-6823


Full Service Brokerage

Mel Bannon, CLU, ChFC, RFC

Director, Full Service Brokerage - Los Angeles

(818) 540-6950


Operations

Carolyn Forte

Business Operations Manager - San Diego

(858) 550-2853


Sandra Mooney

Local Operations Leader - Los Angeles

(818) 540-6912


Mary Anne Schultz

Business Operations Manager - Irvine

(949) 474-6854


Nola Talauega

Local Operations Leader - Scottsdale

(480) 824-4097


Technology

Rolando Cocilovo

Systems Analyst - Los Angeles

(818) 540-6942


Oscar Ruiz, MCSA, MCP

Systems Analyst - Irvine

(949) 623-1779


Staff

Diane McClure

Staff Assistant / Training Administrator - Los Angeles

(949) 474-6897