We believe in the power of community and know that when we put our time, treasure and talents to work, great things can happen. Our team is proud to serve and work with amazing organizations in California and across the country, such as:
Matt Hendren, Managing Director – Investments, is proud to offer his financial support to Compassion International, a Christian child charity organization that connects sponsors with children living in poverty around the world.
Erik Mattern, Managing Director – Investments, spends his time volunteering at the Big Brothers Big Sisters of Orange County and Colette’s House (Huntington Beach) along with donating to Wounded Warriors, Tunnel to Towers, St. Jude Children’s Research Hospital.
Daniel Foley, Financial Advisor, spends his time volunteering as treasurer for the Boys & Girls Club of San Clemente and has traveled to Mexico to build housing with Homes of Hope.
Bill Meyer, Assistant Vice President - Investments, spends his time giving back volunteering with youth sports programs in his area and supporting Children’s Hospital of Orange County (CHOC), St. Jude Children’s Research Hospital, and FOCUS.
