Corona Team

Together We Do More for You

Teamwork is at the heart of everything we do. You have more than just one Advisor – you have a collaborative team designed to serve your unique needs. The distinctive abilities and qualities of each team member are the key to giving you the best guidance, coaching you towards your real life goals.

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Meet Your Financial Team

Kevin Simpson

Wealth Management Assistant
Risk Management
Paying Down Debt
Education Planning
Retirement Planning
Asset Management

Casey Dettorre, CFP®

Senior Vice President of Wealth Management
Wealth Management
Investment Planning Strategies
Retirement Planning
Legacy Planning
Generational Planning & Transitioning
keegan tanghe

Keegan Tanghe, AIF®

Senior Vice President of Wealth Management
Retirement Planning
Inheritance Planning
Wealth Management
Investment Planning Strategies
Risk Management

Derrick Blanchette

Vice President of Wealth Management
Investment Planning Strategies
Protection Planning & Life Insurance
Social Security
Small Business Management & Strategy
Inheritance & Tax Efficiency

Jonathan Sabat

Wealth Advisor
Wealth Management
Retirement Planning
Paying Down Debt
Investment Planning Strategies
Risk Management

Sylvia James

Wealth Advisor
Investment Planning Strategies
Wealth Management
Insurance
Retirement Planning

Contact Us

980 Montecito Dr. #108 Corona, CA 92870 | Office: (951) 738-1100

Get Started on Your Financial Life Plan Today