Visionary Team
Your Wealth Counselor ClarifiesYour Vision and Determines Which Images
Will Combine to Create an Inspiring “Castle in the Sky” for You.
Your Wealth Design Consultants Develop a Blueprint to Realize Your Vision and
Put a Firm Foundation Beneath Your Envisioned Castle in the Sky
Tim Voorhees JD, MBA Dave Holaday, ChFC
Darryl Sopata Greg Trump, CFP®
650 Town Center Drive
Suite 890, Costa Mesa, CA 92626
Phone: (800) 447-7090; Fax: (866) 447-7090