Staff
With a combined industry experience of over 16 years, taking care of our clients is what we do best.
My Team
Mike Jacob
Financial 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
Christie L Judith
Associate Financial Representative
christie.judith@nmfn.com
(949) 622-7262
Christie joined our team in 2007 after earning her Bachelor's degree in Business Administration-Finance and Bachelor's degree in Communications-Entertainment Studies from California State University of Fullerton. She is responsible for client service and also coordinates our insurance underwriting.
Christie holds her Series 6 and California Life & Health Insurance License.
CA License: 0F91228
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Nicolas Mattingly
Assistant
nicolas.mattingly@nmfn.com
(949)769-5613
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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. He oversees all investment related practice for Kevin and Mike.
Peter holds his General Securities License (Series 7), Series 9, Series 10, Series 66, as well as the California Life & Health, Variable Insurance and Long Term Care Licenses.
CA License: 0E23664
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Veronica Duran
Associate Wealth Management Advisor
veronica.duran@nmfn.com
(949) 622-7213
Veronica has been in the financial services industry since 2000 and joined Kevin's team in 2003. She attended California State University of Long Beach with a major in Business Administration-Marketing. She works closely with Kevin in preparing client proposals, recommendations, and financial planning analysis. She oversees office operations and marketing.
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
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