Our Team
Anaheim
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David Schaper, CRPC®, AWMA®
President / Wealth Manager
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Mark Poitras
Vice President | LPL Financial Advisor
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Olabisi Oduguwa
LPL Financial Advisor
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Dan Andrew, CFP®
Operations Manager / Wealth Manager
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Steven Lakso, CFP®
LPL Financial Advisor
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April Martinez
Client Service Specialist
Fountain Valley
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Brent Kanitra, CFP®
Financial Consultant | LPL Financial Advisor