Specialties: Jack contributes to financial reporting, database management, and process efficiencies to support the Portfolio Management and Operations teams’ ongoing pursuit of client success.
Experience: Jack joined Hollencrest in 2023 after working in the mortgage industry as a Licensed Loan Officer.
Qualifications: Jack attended the University of Arizona, where he studied Business Finance
Interests: Jack enjoys spending an afternoon on the golf course or setting sail in the harbor. He also loves to cook, especially when it involves a really good handmade pizza dough.
Specialties: Managing and maintaining the financials for Hollencrest, as well as supporting her colleagues for the firm’s daily operations.
Experience: Jessica joined Hollencrest in 2023 after previously working in the public accounting industry at Ernst & Young in the audit service group. At EY, Jessica worked with large companies in the biotech industry, primarily working on the significant and fraud risk accounts. She has experience with Sarbanes-Oxley audits for public company clients, as well as audits for real estate firms. On her team, she integrated the use of data analytics tools and has a passion for data intelligence.
Qualifications: Jessica is a Certified Public Accountant and graduated with honors from Claremont McKenna College in 2021 with a B.A. in Economics-Accounting.
Interests: Jessica enjoys watching her favorite sports teams (LA Kings and the Dodgers) play, as well as cooking/baking for her family and friends. She also enjoys playing pickleball and loves to stay active following her collegiate softball career. She loves dogs and hopes to get a corgi.
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 brings financial planning and relationship management experience to the firm. He assists with business development and supporting other senior advisors in retirement planning, investments and insurance. He is currently training for his Certified Financial Planner (CFP) designation.
Experience: Wes previously held various roles at Merrill Lynch as an advisor, retirement plan representative, and service associate. He continued his advisor experience at a credit union in San Diego before joining Hollencrest in 2023.
Qualifications: Wes graduated from Arizona State University with a B.S. in Political Science. He is series 7 & 66 licensed and 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 mountain sports, football, and has both classical and modern experience as a musician.
Specialties: Kyle adds value to the firm in multiple areas including relationship management, client operations, and supporting senior advisors. Kyle is currently training for his Certified Financial Planner (CFP) designation.
Experience: Kyle joined Hollencrest in 2022 after previously working in the automotive retail and oil & gas land management consulting industries.
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 cooking, especially barbecuing, and entertaining friends and family. In addition, Kyle enjoys going to the beach, golfing, and travelling with his wife.
Specialty: Ensuring accurate performance calculations on clients’ portfolios and assets based on information from various sources, including custodians and information provided by clients.
Experience: Edrie became part of the Hollencrest team in 2011. Prior to joining the firm, he acquired accounting, reporting and fund administration experience working at State Street Corporation and Franklin Templeton Investments. He also broadened his industry experience by working in the Data Management department at Invesco.
Qualifications: Edrie received his Bachelor of Commerce (with a minor in Economics) at McMaster University in Hamilton, Ontario, Canada.
Interests: Spending time with his family, sports, working out, music, motorcycles, guitars, and piano.
Specialties: Overseeing daily trading and general office activities while also serving as the designated Anti-Money Laundering Compliance Officer and the firm’s Chief Information Security Officer.
Experience: James has been part of the Hollencrest team since 2005. Prior to joining Hollencrest, James spent three years as the New Business Administrator at the Chamberlain Group, processing new business, researching new products, and was the Designated Compliance Officer. Prior to Chamberlain Group, James supervised the trading desk at Mutual Service Corporation (A Pacific Life Company) for six years.
Qualifications: He obtained a BS in Business Administration from the University of Pepperdine in 2000. James obtained an Investment Advisor Certified Compliance Person (IACCP) designation in 2015.
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: Supporting Hollencrest’s clients and management and facilitating their many decision-making processes by gathering, analyzing, and presenting a wide spectrum of information. Managing the Hollencrest’s compliance program to maximize the firm’s efforts to effectively fulfill the many regulatory guidelines and requirements of a Registered Investment Advisor.
Experience: Sue began working in the investments field in 1983. She has worked in many capacities, acquiring experience in all aspects of the investments industry. Sue has been with Hollencrest since 1999.
Qualifications: Sue received a BA in Fine Arts from UC Irvine in 1982. After entering the investments field, she became a Chartered Financial Analyst in 1990. Sue went on to earn an MBA from Chapman University in 1993.
Involvement: Since 1993, Sue has been deeply involved in training in and teaching martial arts and administering an international martial arts organization, Shito-Ryu Karate-Do Genbu-Kai. The purpose of this organization, and Sue’s primary motivation for being involved, is to help enrich the lives of people throughout the world and, most especially, to help children grow to be successful, productive, happy people. As part of her involvement with the Genbu-Kai organization, Sue is the “as told to” author of two books authored by Fumio Demura, the group’s founder: his autobiography Fumio Demura: My Story, published in 2018; and 10 Rules For A Successful Life, published in 2021.
Interests: Sue has many interests, but her greatest joy comes from her family, which boasts six grandchildren so far.
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.