Contact

Have questions? I can help you identify your financial needs and provide appropriate solutions.

Staff

With a combined industry experience of nearly 50 years, we understand complex financial issues, and how they can affect life goals. We work with clients to fully understand their situation, and look to build a relationship that will serve their needs over time.

My Colleague

Mike Jacob

Mike Jacob
Wealth Management Advisor

949-622-7253

Mike shares the same values, commitment and goals as Kevin and together they have established a solid foundation to serve our clients.

My Staff

Veronica Duran Director of Marketing and Client Services veronica.duran@nmfn.com (949) 622-7213 Veronica has been in the financial services industry since 2000. She attended California State University of Long Beach with a major in Business Administration-Marketing. With over 10 years of expertise in insurance planning she is responsible for preparing client proposals, recommendations, and financial planning analysis on the wealth accumulation side of our practice. She oversees office operations and the marketing and development of our clientele; as well as identifies marketing opportunities for the team. Veronica holds her General Securities License (Series 7), Series 6, Series 63, California Life & Health, Variable Insurance and Long Term Care Insurance Licenses. CA 0E11663 How can Veronica help you? Schedule meetings Client Concerns Comprehensive Planning Insurance Proposals Prepare Consolidated Client Reports

Peter Park Associate Wealth Management Advisor peter.park@nmfn.com (949) 622-7212 Peter joined Strategic Financial Group in 2000 as an Investment Operation/Trading Desk Manager and later on the Branch Office Compliance Officer. He joined Kevin's team in 2006. With over 10 years of investment expertise he oversees the entire wealth management practice. Peter holds his General Securities License (Series 7), Series 9, Series 10, Series 66, as well as the California Life, Health, and Variable Insurance Licenses. CA License: 0E23664 How can Peter help you? Account Management Portfolio Construction Investment Research Investment Trading Investment Operations Employer sponsored qualified plans

Nicolas Mattingly Associate Wealth Management Advisor nicolas.mattingly@nmfn.com (949) 622-7264 Nic joined our team in 2009 after earning his Bachelor's degree in Business Administration-Finance from California State University of Fullerton. His primary responsibilities include account maintenance and operations for our investment related practice, including our focus on employer sponsored qualified plans. Nic holds his Series 6, Series 63, as well as the California Life, Health, and Variable Insurance Licenses. CA License: 0H32888 How can Nic help you? Open new accounts Process account transfers and IRA rollovers Provide account balances Investment Operations Expedite all change requests regarding your account Generate consolidated statement reports Employer sponsored qualified plans

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Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing or engaging in financial planning services. To obtain a copy of one or more of these brochures, contact your representative.

Northwestern Mutual is the fleet name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of Northwestern Mutual. Kevin Du Pree is a Representative of Northwestern Mutual Wealth Management Company®, Milwaukee, WI (WMC), a wholly-owned company of NM and limited purpose federal savings bank. WMC is not a broker-dealer or insurance company. All WMC products and services are offered only by properly credentialed Representatives who operate from agency offices of WMC. Representative is an Insurance Agent of NM (life insurance, annuities and disability income insurance), and Northwestern Long Term Care Insurance Company (NLTC), a subsidiary of NM (long-term care insurance), and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), 515 S Flower St Fl 33, Los Angeles, CA 90071-2201, 213-243-7000, a wholly-owned company of NM, registered investment adviser, broker-dealer and member FINRA (www.finra.org) and SIPC (www.sipc.org). Representative may also be an Investment Adviser Representative of NMIS. NM and the Northwestern Mutual - Irvine are not broker-dealers, registered investment advisers or federal savings banks. There may be instances when this agent represents insurance companies in addition to NM or its affiliates.

Investment products are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, NMWMC or its affiliates and are subject to investment risks, including possible loss of the principal amount invested.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.

Kevin Du Pree is primarily licensed in California and may be licensed in other states.

CA License: #0A96987