Broker Check

Our Associates

 


Jena Schuster, MBA

Chief Investment Officer

949.766-5026

949.606-9743

Jena@SBWealth.com

Responsiblites Chief Investment Officer – Jena heads up our office's investment advisory committee. The committee meets regularly to discuss economic and market trends as well as identify investment opportunities for the...

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Craig Cooper

CEO, Rincon Pacific Management

Leonard Moulin, III, CFA

Director

949.701.4455

949.701.4433

Lenny@SBWealth.com

Responsibilities Group Plan Manager – Lenny works with our growing network of Business Clients to develop, administer and manage a wide range of group retirement plans including, 401(k) retirement plans, 403(b) retirement plans,...

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Rebecca Briggs

Director of Client Relations

949.861-8500

949.606-9743

rbriggs@sbwealth.com

Rebecca has thirteen years of industry experience, having worked twelve years as the Operations Manager for Bartnick Financical Group, Inc. Her duties include supporting Jena and ensuring all office operations run smoothly and...

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Cindy Littner

Client Services Manager, Rincon Pacific Management