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    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.
    Denver - Team

    Meet Your Financial Team

    nathan brown

    NATHAN BROWN

    SENIOR VP OF WEALTH MANAGEMENT
    Scott Naiman, RICP®

    SCOTT NAIMAN, RICP®

    SENIOR VP OF WEALTH MANAGEMENT
    Joseph Mandichak, CFP®

    JOSEPH MANDICHAK, CFP®

    SENIOR VP OF WEALTH MANAGEMENT
    Katie Donnelly

    KATIE DONNELLY

    WEALTH ADVISOR
    joseph roessler

    JOSEPH ROESSLER

    WEALTH ADVISOR
    Janeane Vena

    JANEANE VENA

    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 or LPL.
    Call Us To Get Started. (844) 356-4934