Broker Check

Associate Financial Advisors

Alicia Mckie

Director of Wealth Management


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, CFP®

Financial Advisor


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


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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Ashley Fresenius

Client Service Associate

(949) 225-9302

Ashley is a graduate of the University of South Florida, as well as a Returned Peace Corps Volunteer. She places high value both professionally and personally on creating lasting impacts by providing the highest levels of service and...
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Kelsey Schilz

Client Services Associate


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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Client Centered