Get Started

Get Started on Your Life Plan Today






We use cookies to ensure our visitors have the best browsing experience on our website.

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

SCOTT NAIMAN, RICP®

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 SmarVestor 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