Broker Check

Team

 
Dean has always believed that your personal financial situation is one of the most significant aspects of an individual's life.

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Michael enjoys the sense of accomplishment he gets helping others simplify their financial lives while assisting them in reaching their goals.

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Bob specializes in comprehensive financial planning including retirement, estate preservation, risk management, asset allocation and portfolio management.

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As a personal financial advisor, my goal is to help clients to simplify their lives by having a firm grasp on their financial affairs. Financial planning helps my clients to identify their goals and set up long range plans to achieve those

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Diane Strickland

Director of Client Service

949-474-4441

949-474-4442

Diane has been with EHG for over 20 years. She carries a series 7 securities license and is a Notary Public. Diane assists all of our advisors at EHG in helping our clients reach their financial goals.

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