Broker Check

Associate Financial Advisors

Alicia Mckie

Director of Wealth Management

949-225-9382

amckie@financialguide.com

Alicia is our sharp, witty, Columbia University graduate. She has been working with Ira for over 20 years and is the backbone of our investment division. Alicia opens investment accounts and assists investment account holders in...
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Kaitlyn Plourde

Financial Advisor

949-225-9383

kplourde@financialguide.com

Kaitlyn is a graduate of the University of California, Los Angeles. From an operations standpoint, she ensures the office is running at optimum efficiency in manners relative to technology, marketing, planning and administration so we...

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Julia Patterson

Financial Advisor

(949)225-9380

pattersonj@financialguide.com

Julia is a graduate from the University of Arizona. She helps manage the insurance and investment divisions of Ira's business. Julia helps take new investment and insurance applications and helps guide clients through the underwriting...

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Kelsey Schilz

Client Services Associate

(949)225-9384

kschilz@financialguide.com

Kelsey is a graduate from the University of California, Davis. Kelsey is the primary contact to schedule an appointment with any one of the team members. While helping new and existing clients with servicing, Kelsey also specializes in...

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Lauren Steinbeck

Client Service Associate

949-225-9302

lsteinbeck@financialguide.com

Lauren is a graduate from California State University, Fullerton. She is our newest addition to the team and assists in scheduling meetings and servicing our clients' needs.

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Client Centered