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

Nathan Brown

Senior Vice President of Wealth Management
Investment Planning Strategies
Saving for Retirement
Retirement Transition
Saving for College
Teaching Children Financial Literacy

Scott Naiman, RICP®

Senior Vice President of Wealth Management
Retirement Planning
Social Security
Retirement Income Needs
Mortgage Decisions
Medicare Planning

Katie Donnelly, CFP®, ABFP™

Wealth Advisor
Retirement Planning
Education Planning
Insurance & Risk Management
Wealth Management
Estate Planning Strategies

Joseph Roessler

Wealth Advisor
Investment Planning Strategies
Insurance
Estate Planning Strategies
Retirement Planning
Wealth Management

Janeane Vena

Wealth Advisor
Wealth Management
Retirement Planning
Risk Management
Investment Planning Strategies

Jericho Cañete

Wealth Management Assistant
Risk Management
Investment Planning Strategies
Wealth Management
Education Planning
Retirement Planning

Contact Us

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

Get Started on Your Financial Life Plan Today