Our Associates

At our firm, your success is our highest priority.

Dean Ossola

Dean Ossola, CIMA®, CPWA®

Managing Director, Senior Portfolio Manager

800-810-5753

949-255-5852

Allison Squar

Allison Squar

Director of Operations

800-810-5753

949-255-5852

Rhonda Mais

Rhonda Mais

Client Services Associate

800-810-5753

949-255-5852

Theresa Morrow

Theresa Morrow

Senior Registered Associate

800-810-5753

949-255-5852

Amy Ossola

Amy Ossola

Marketing Associate

800-810-5753

949-255-5852

What Is My Current Cash Flow?

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.
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Retiring in a Post-Pandemic World

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.
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