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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.

Meet Your Financial Team

NATHAN BROWN

SENIOR VP OF WEALTH MANAGEMENT

SCOTT NAIMAN, RICP®

SENIOR VP OF WEALTH MANAGEMENT

KATIE DONNELLY, ABFP™

WEALTH ADVISOR
joseph roessler

JOSEPH ROESSLER

WEALTH ADVISOR

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.

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.