LIBERTY CAPITAL MANAGEMENT - Key Persons
Amy's position at Liberty Capital Management, Inc. is that of Client Services Manager and is an integral part of our group. Amy is the go-to scheduling person for Maurice Clein's group and designs information and technology applications for client meetings and events. In addition, Amy assists with the servicing and implementation of new and existing 401(k) plans. Amy also finds ways to fine tune our team's day-to-day operations and ultimately strives to provide an exceptional client servicing experience.
Education:
Amy is a graduate from The University of California Irvine with a Bachelor of Arts degree in Business Economics and a minor in Sociology and has integrated into the financial services industry and is enjoying the culture at Liberty Capital Management Inc. Amy is keen to broaden her horizons in the industry and continuing education is an important aspect of achieving her goals. She hopes to get more exposure within the Financial Services Industry through her association with Liberty Capital Management, Inc.
Job Titles:
- Client Service Manager
- Office Administrator
- Client Service Manager for John J. Lewis
- Registered Representative
Bethany is the Client Service Manager for John J. Lewis and Thomas E. Raguse. She is responsible for interacting with clients, managing John and Tom's calendars, developing client presentations, and processing client requests.
Bethany interfaces with financial industry vendors to obtain the required information necessary to service our clients. She takes great pride in being personable, detail oriented, cooperative, and service-minded. These qualities make her a very important part of the Liberty Capital Management team. Prior to being promoted to her current position Bethany served as the firm's Office Administrator.
Education
Bethany is a graduate of Cypress High School in Cypress, California. In addition she continues to take specialized classes to enhance her professional development.
Job Titles:
- Financial Advisor
- Member of: Saddleback Church
Chris enjoys working with entrepreneurs, executives and professionals helping them to build and maintain their wealth and minimize their taxes. Chris works with many business owners to establish and manage their 401(K) and defined benefit retirement plans.
Chris joined LCM for two primary reasons. First, he wanted to associate with an "independent" practice where there are no conflict of interests to suggest one company's products over another`s because of corporate ties, production quotas or uneven compensation. He wanted to work in an environment where there would be complete objectivity in recommending the best fit solutions to clients' needs.
Job Titles:
- Principal
- Founding Principal
Craig's area of specialization focuses on two complimentary areas. The first of these is portfolio management. Craig assists those who are preparing for retirement as well as those who have retired. He prepares customized portfolio designs using the principles of Modern Portfolio Theory for asset allocation and provides individual asset selection tailored to each client`s unique set of circumstances. Clients receive comprehensive quarterly reports, which detail the performance of each asset as well as the entire portfolio. Craig works primarily on a fee basis with clients paying a quarterly fee based upon assets under management.
Craig's second area of focus is estate planning and has developed from years of working with successful clients. He works with clients` legal and tax advisors, creating a team approach to estate planning. Together, these teams assist clients in assuring the most efficient transfer of wealth from one generation to the next.
Craig began his financial service practice in 1986. His clientele includes affluent individuals, business owners, successful professionals and retired executives.
Education
Craig received his Bachelor of Science degree from Colorado State University, Fort Collins, Colorado. He earned his professional designations from the American College, Bryn Mawr, Pennsylvania, receiving the Chartered Life Underwriter (CLU) designation in 1990 and the Chartered Financial Consultant (ChFC) designation in 1992.
Craig is a founding principal of Liberty Capital Management. His goal was to help build a financial services firm that was built on the highest levels of integrity and experienced professionalism. He believes that success is measured by the quality of the relationships a person builds throughout his lifetime.
Job Titles:
- Client Services Manager
- Data Entry Specialist
Dustin works as a data entry specialist and client service assistant for Chris Kelly and Craig Truman. Dustin has become a specialist with the powerful financial panning software, E-Money.
Education
Dustin is a graduate of Dana Hills high School and received his Assiciates Degree from Saddleback College.
Hirschy provides services which go toward assisting Chris Kelly in his advisory business. He hopes to contribute to the operational and administrative needs which accompany a growing financial services practice. Hirschy's specialty is to assist Chis with the retirement plan business. He has found his passion in retirement plans due to the many collaboration opportunities associated with a retirement plan. Hirschy is also finishing his studies to become a Financial Strategist. Additionally, Hirschy acts as the on-site IT administrator where he resolves technical problems and works with vendors to ensure smooth operation of all technology.
Education:
Hirschy graduated California State University, Fullerton with a bachelors in Business Administration with a focus in finance. Hirschy is currently studying to complete his Series 65 which will complete his securities studies.
Hirschy is a Registered assistant with Royal Alliance Associates. He holds a Series 7 and 63 registration in the state of California. Hirschy is also licensed for Life and Health Insurance. License #0K08784.
John is an Investment Advisor Representative with a practice focused on portfolio management and financial
life planning for individuals and corporations. He has developed a proprietary method of portfolio
Rob's vocation is helping clients gain clarity of their financial situation and align their portfolio with their goals and values. This is done through comprehensive, integrated financial planning and investment management.
Education:
Rob received his Aerospace Engineering degree from the University of Southern California. His technical, project management, team leadership, and crisis management skills were heightened in the mission control rooms of the Air Force Flight Test Center at Edwards AFB and building the computer system that evaluated the flight test data of the Air Force C-17.
Job Titles:
- Client Service Manager
- Client Services Manager for Chris Kelly
- Practice Manager for Craig Truman
Julie is the Practice Manager for Craig Truman. She assists Craig by scheduling, preparing for and attending client appointments, preparing and following up on new applications or service requests, generating quarterly reports, transaction review, helping clients with individual life insurance needs, and other special projects.
Julie is also a Client Services Manager for Chris Kelly. She assists Chris with his 401(k) and SIMPLE IRA business, preparing and following up on new applications or service requests, transaction review, helping clients with individual life insurance needs, and other special projects.
Job Titles:
- Office Administrator
- Receptionist
Maria is Liberty Capital Management's Receptionist/Office Administrator. Maria has over 10 years customer service experience. She lived in Germany for 14 years and established her family there. Maria also volunteered for a program through the U.S. Army Europe called "Kontakt Club" in the town of Vilseck and enjoyed helping new American families adjust to the country and its economy.
Maria works with Group Health Benefits and her priority is to build a positive and trustworthy relationship with each of our clients.
Education:
Maria graduated from California State University, Fullerton.
Mariza is the Client Services Manager associated with Maurice I. Clein's group. Mariza is responsible for
Job Titles:
- Principal
- Life Member of Million Dollar Round Table
Maurice specializes in creative financial strategies and asset optimization which includes retirement plan services and asset enhancement.
Maurice is a life member of Million Dollar Round Table (MDRT)*. He also has been a consistent qualifier for the International Quality Award (IQA).
Maurice was born in Johannesburg South Africa and has worked in the Financial Services since 1974. He has a comprehensive approach to business and holds to the Mantra "Care and you will get your share". After his compulsory military service, he developed an astute interest in computing and established an independent financial enterprise housed in his own property, he set about computerizing his organization. In 1988 Maurice had an offer to join one of his associates in Dallas, Texas where he was able to familiarize himself with the American Financial Services Industry. As a result, he cultivated a diversified client base always trying to do the ordinary things extraordinarily well.
Over the years he has developed relationships with many special people. Maurice had extended family living in California and thought that by being near them, his children would be able to interact with their extended family which includes uncles, aunts, cousins and grandparents. So, in 1991 he implemented his goal and relocated to Irvine, California. The new location put him in close proximity to the ocean for which he has a love. Maurice wanting to realize his business vision, became an integral part of the establishment of Liberty Capital Management Inc. This has allowed him to provide the services his clients enjoy today.
Maurice enjoys sports which include rugby, cricket, tennis, squash, racket ball, bike riding, swimming, athletics, and soccer. He also enjoys liturgical music and Thinking.
Job Titles:
- Financial Advisor
- Financial Planner
Born and educated in South Africa, Raoul is an experienced Financial Planner with over 20 years serving the needs of his diverse clients. He specializes in wealth management and financial strategizing for business owners, executives, and high net-worth individuals. Raoul fosters the management of his clients' assets by focusing on retirement planning, investment strategies, tax strategies, insurance, estate planning and financial advisory. Driven by goals, Raoul supports his clients by creating a financial path that aims to ensure their life plans are achieved.
Ron Latin is a Founding Principal of Liberty Capital Management, Inc.
Ron helps individuals and families develop plans to reach their life's goals and dreams. As an avid sailor, he recognizes that no wise sojourner embarks on a lifelong cruise without charting a detailed course. With a written plan and regular monitoring, his clients are better prepared to navigate life's challenges and unexpected turbulence and arrive safely to their intended destination.
Ron follows a proven wealth management process that includes Discovery, Evaluation, Recommendation, Implementation and Monitoring of the agreed upon plan with a focus on biblical principles. He helps clients evaluate their investment, risk management, tax, and estate planning strategies to assure that they align with his clients' objectives and values.
A key objective for Ron in all of his client relationships is to guide clients in their pursuit of financial stewardship. His Strategic Generosity concept enables clients to give more generously to the causes and organizations about which they are passionate. This process may also enable clients to reduce income and capital gains taxes and increase their personal cash flow and wealth.
EDUCATION:
Ron was educated at the USAF Academy in Colorado Springs, CO and Chapman University in Orange, CA. He earned a B.A. degree in History at Chapman. He achieved his Certified Financial Planner credentials in 1986.
Job Titles:
- Director of Client Experience
Sol works closely with Chris Kelly, CFP® and our clients to assist in developing a personal financial plan for each client household. Her goal is to evolve the financial planning process into a personable experience centered on our clients' beliefs, values, and objectives. She works with the team to build and maintain a relationship with our clients based on partnership and trust. She also enjoys producing educational events that help our clients stay current and informed.
Education:
Sol has an Associate of Business Administration from College of the Desert and a Bachelor of Arts in Business Administration concentration in Finance from California State University Fullerton. Sol completed the educational course work aligned with the Personal Financial Planning Board at California State University Fullerton.
Job Titles:
- Founding Member
- Registered Advisor
Tom specializes in the development of individual financial plans, investment portfolio management and transition planning. This includes assisting clients in evaluating the qualitative aspects of their life goals and incorporating the financial components that align with those goals.
Education:
Tom received his bachelor's and MBA degrees in from Cal State Fullerton.
Tom joined Liberty Capital Management as a founding member. His vision for LCM has always been to provide a positive and ethical environment for clients, associate advisors, and staff. This cooperative and independent platform supports a collaborative stage that results in unique benefits for clients.