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

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.
Learn More
Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.
Learn More

Get In Touch!

Thank you!
Oops!