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

949-271-3767

Theresa Morrow

Theresa Morrow

Senior Registered Associate

800-810-5753

949-271-3767

Allison Squar

Allison Squar

Client Services Associate

800-810-5753

949-271-3767

Amy Ossola

Amy Ossola

Marketing Associate

800-810-5753

949-271-3767

<p>Historical Inflation</p>

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.
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<p>18 Years&#8217; Worth of Days</p>

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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