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
Dominick Zizzo
Chief Compliance Officer
Dominick Zizzo started in the financial industry in 1999. He is a performance driven financial service executive offering more than 20 years of brokerage operations, compliance, transitions and management experience. Healso has served as...
Kara Howsmon
Administrative Assistant
Kara joined SB Wealth in 2021 as an assistant to the executive team. She holds a Bachelor of Science Degree in Business Finance from Arizona State University and has prior work experience in project and cost accounting. Kara...