Specialties: Lisa joined Hollencrest in 2023 and is a Client Relationship Specialist supporting several financial advisors and contributing to the firm’s various operations.
Experience: She has 13 years of experience in the financial industry as a Financial Advisor Assistant. She also owned and operated her own small business for 15 years and prior to that she spent five years in the workers’ compensation insurance industry.
Qualifications: Lisa graduated from California State University, Fullerton with a Bachelor of Arts degree in Communications.
Interests: Lisa enjoys spending time with family and friends, which most always includes a nice glass of wine. She’s a huge dog-lover. Traveling, cooking and baking are also high on her list of activities she enjoys. In her future, she sees herself spending time on the golf course, after taking some lessons, but for now, she enthusiastically follows golf as a spectator.
Specialties: Wes provides investment advice, and helps clients build differentiated portfolios and robust wealth plans. He also assists with business development and operations.
Experience: Wes previously held various roles at Merrill Lynch as an advisor, retirement plan specialist, and service associate. He continued his advisor experience serving clients at a credit union in San Diego before joining Hollencrest.
Qualifications: Wes graduated from Arizona State University with a B.S. in Political Science. He has passed 7 & 66 exams and also holds his California life and health insurance licenses.
Interests: Wes played NCAA division 1 lacrosse for Manhattan College in New York City and Arizona State University, where he held several board positions within the team including Vice President. He enjoys winter sports, football, and has both classical and modern experience as a musician.
Specialties: Kyle’s primary roles are relationship management and client acquisition. In addition, Kyle is proficient in Hollencrest’s financial planning software and focuses on building target driven models for clients to achieve their financial goals. Kyle also assists with Hollencrest private investments in commercial real estate and private equity.
Experience: Prior to joining Hollencrest in 2022, Kyle worked as a project manager in the oil and gas industry. His primary role was managing teams and completing the final review process to complete due diligence projects for operators and mineral buyers.
Qualifications: Kyle graduated from Texas Christian University in 2016 with a B.S. in Geology & Earth Sciences and a Minor in Energy and Technology Management.
Interests: Kyle enjoys golfing, running, swimming, TCU football and travelling with his wife and son. In addition, Kyle enjoys cooking and is the Hollencrest resident expert in all things barbecue.
Specialties: Providing excellent support for Hollencrest by performing numerous processes and functions that support client advisory services and the firm’s daily operations. Kelly also manages the firm’s financial planning technology platform.
Experience: Kelly joined Hollencrest in January 2016. Her dedication, responsiveness, and attention to detail make her an essential member of the Hollencrest team.
Qualifications: Kelly graduated from UC Irvine in 2015 with a B.A. in Business Economics.
Interests: Kelly enjoys spending time with her family and friends.
Specialties: Providing excellent service to Hollencrest’s clients and supporting her colleagues by performing numerous processes that contribute to the firm’s daily operations.
Experience: Michelle joined Hollencrest in January 2014. She continues to find more and more ways to make enormous contributions to the productivity and efficiency of the Hollencrest team, and meet the needs of our clients.
Qualifications: Michelle graduated with honors from UC Santa Barbara in 2013 with a B.A. in History.
Interests: Michelle enjoys spending time with her family, running and fitness, and activities with friends.
Specialties: Business development, relationship management, and coordination with outside advisors (CPAs, Attorneys) on client projects, exit/succession planning for entrepreneurs and financial education for children and grandchildren of clients.
Experience: Zach has been a member of the Hollencrest team since 2011. Previously, Zach served 4 years on active duty in the U.S. Army with the 2nd Battalion Field Artillery Regiment as the S4 (Finance/Logistics Officer) stationed at Schofield Barracks, HI. During his active duty, Zach was deployed to Iraq from January 2004 to February 2005. He went on to work as a pharmaceutical sales representative for GlaxoSmithKline and then as a Private Risk Advisor for Momentous Insurance Brokerage before joining Hollencrest.
Qualifications: Zach graduated from UCLA with a B.A. in Political Science in 2001 where he was a member of UCLA Army ROTC and recognized as a Distinguished Honor Graduate. Zach went on to complete his M.B.A. from UCI in 2015.
Involvement: Zach served on the Ambassador Committee for Orangewood for 3 years. Zach was a Big Brother for BBBS Orange County in 2016-17. In 2016, Zach became a special advisor for the NOVA Academy, a charter high school, where he oversaw the acquisition and construction of its newly renovated campus in downtown Santa Ana.
Interests: Zach enjoys spending time with his wife and 2 young sons, and playing and watching soccer (Visca El Barca!) and cycling in his free time.
Experience: Dale has over 40 years of investment experience. Dale began his career as a stockbroker with Paine Webber in Newport Beach in 1984. In 1987, he joined Prudential Securities in Newport Beach, in the position of Senior Vice President of Investments. Dale transitioned from Prudential to Hollencrest Capital Management in 1999, and continues to work with the firm as a Senior Relationship Manager.
Qualifications: Dale attended Eastern Michigan University, receiving a Bachelor of Science degree in Communications and Marketing in 1972.
Interests: Dale is an avid golfer and skier and enjoys spending time with his family.
