Our Associates
Jena Schuster, MBA
Chief Investment Officer
949.606-9743
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...
Leonard Moulin, III, CFA
Director
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,...
Rebecca Briggs
Director of Client Relations
949.606-9743
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...