A business meeting around a table.

Get to know my dedicated team

We are always striving to meet and exceed the expectations of our clients. I hope you will feel confident contacting any member of my team with your questions, concerns or requests. They are dedicated to provide exceptional client service and will respond to your inquiry promptly.

Photo of Operations Manager Carol Guillaume

Carol Guillaume

Operations Manager

714-953-9719

Photo of Wealth Management Advisor Lisa L Tran

Lisa L Tran

CFP®, CLU®, ChFC®

Wealth Management Advisor

949-863-5800 ext. 5980

Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Photo of Financial Representative Henry Sladek

Henry Sladek

CFP®

Financial Representative

949-863-5972

Photo of Co-Founder and Private Wealth Advisor Timothy Michael Mulroy

Timothy Michael Mulroy

CFP®, CLF®, CLU®, ChFC®

Co-Founder and Private Wealth Advisor

949-863-5900