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Corona Group

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. We serve thousands of clients all over Southern California, but also across the U.S. too. We use Zoom technology to work with those clients out of state.

Meet Your Financial Team

casey dettorre

CASEY DETTORRE

SENIOR VP OF WEALTH MANAGEMENT
keegan tanghe

KEEGAN TANGHE, AIF®

SENIOR VP OF WEALTH MANAGEMENT

DERRICK BLANCHETTE

VICE PRESIDENT OF WEALTH MANAGEMENT

JOHNATHAN SABAT

WEALTH ADVISOR

SYLVIA JAMES

WEALTH ADVISOR

Contact Us

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

*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy Capital or LPL Financial.

Get Started on Your Financial Life Plan Today

Do not fill out the form below if you are an existing client. Please contact your Advisor directly.