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...

Read more

Craig Cooper

CEO, Rincon Pacific Management

Retired August 1, 2018

Read more

Leonard Moulin, III, CFA

Director

949.838.5421

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,...

Read more

Rebecca Briggs

Director of Client Relations

949.766-5026

949.606-9743

rbriggs@sbwealth.com

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...

Read more

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...

Read more

Cindi Lettner

Client Services Manager

In loving memory June 27, 1955 - May 16, 2019
Read more