Our Team David W. Crist, CFP® President (949) 336-7300 (949) 336-7301 Juan C. Mansilla Associate (949) 336-7300 (949) 336-7301 Pamela J. Lorenz, CFP® Certified Financial Plannerâ„¢ Professional (714) 282-9199 (714) 974-1424 Brent Broaddus Financial Advisor (949) 336-7300 (949) 336-7301