Broker Check

Our Associates

 


Jena Schuster, MBA

Chief Investment Officer

949.766-5026

949.606-9743

[email protected]

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

Retired August 1, 2018
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Leonard Moulin, III, CFA

Director

949.838.5421

[email protected]

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

[email protected]

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

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Kim Looft

Office Manager

949-861-8500

After being a stay at home mom for twelve years, Kim joined the company as a part-time employee in March 2017. Her main responsibility is supporting Jena and Rebecca in the day to day operations. Kim has a B.A. in Mass Communications...
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Cindi Lettner

Client Services Manager

Cindi worked as a Client Services Manager for Craig Cooper prior to his retirement for 21 years and continues in that capacity for Jena Schuster. She has two adult children and a young granddaughter, with a grandson due in January....
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