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

Director of Operations

800-810-5753

949-271-3767

Amy Ossola

Amy Ossola

Marketing Associate

800-810-5753

949-271-3767

Historical Inflation

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.
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Retirement and Quality of Life

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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