Newport Beach

520 Newport Center Drive
Newport Beach, CA 92660

 

PHONE NUMBER: 949-660-0080

TOLL FREE: 888-773-8099

FAX NUMBER: 949-720-0042

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Office Head:

Kimberly Dwan Bernatz, CFP®, AEP®, Managing Director & Office Head

Wealth Management Team:

Ryan Christine Coulson, Managing Director & Senior Wealth Strategist

Michael Cklamovski, Managing Director & Market Manager

Joseph C.J. Dempsey, CFA, Managing Director & Senior Relationship Manager

Andrew J. Lang, CFA, Managing Director & Senior Relationship Manager

Aaron M. Newland, CFP®, Managing Director

Wendy C. Chen, Senior Vice President & Relationship Manager

Patrick R. O'Day, CFA, CAIA, Senior Vice President & Senior Relationship Manager

Adam E. Jeharajah, CFA, Vice President & Associate Relationship Manager

Courtney M. Columbro, Senior Associate & Senior Client Service Associate

Martin I. Ortiz, Senior Associate & Senior Client Service Manager

Tommy A. Vu, CFA, Senior Associate & Senior Client Anaylst