Kevin Lochner

JD serves as the Director of Investments and Operations where he assumes responsibility for overseeing and managing team processes related to insurance and investment matters, day-to-day business functions, and client experience. JD started his finance career as a financial representative intern for Northwestern Mutual. He has spent three years with the firm, with two of those years dedicated to working with Kevin's team. Originally from Spokane, Washington, JD enjoys traveling between Washington and California. He earned his Bachelor of Science degree in Finance from California State University Dominguez Hills. When not traveling, JD enjoys being on/around the water and playing in local soccer leagues with friends. 

Prince serves as the Insurance Operations & Service Advisor where he is responsible for all insurance operations, including underwriting, preparation, and client communications. Prior to his career in finance, Prince served as an athletic trainer in the fitness industry for over five years. Prince transitioned into the financial services space with a desire to cultivate generational success through financial education, comprehensive planning, and risk management.

Outside of work, Prince enjoys spending time with family, traveling with friends and all things outdoors. He is the oldest of four children. Born in the Caribbean, raised in Jersey. Currently living in Orange county where he plans to build his roots.

Chelsea provides support with several marketing initiatives, including event planning and logistics, flyers, target market sponsorships, advertising, marketing collateral and decks, vendor research, media relations, and marketing training. Chelsea earned her Bachelor of Arts degree, in Fashion Merchandising, from the University of South Carolina. She brings to the table her interpersonal and communication skills, along with her passion for people.