TEAM WEALTH & TAX ADVISORS - Key Persons
Job Titles:
- PRIVATE WEALTH ADVISOR
- Wealth Advisor & IT Manager
As a member of Team Financial Group, Brian serves as a Client Service and Technology Specialist, assisting our team in connecting and building long-lasting relationships with our clients. Over the last decade, Brian has been assisting the team with its technology needs and strategy planning. Serving clients at Team Financial and helping navigate the firm's tech and cyber tactics are a passion he enjoys helping with. Brian and his wife, Aimee, have three kids and reside in the Temecula Valley area. With their free time, his family enjoys outdoor activities and local church involvement, plus the occasional jaunt down to San Diego for the beaches and surf.
David leverages his experience to help clients create their ideal retirement plan.
David joined the firm in 2005 and has been providing tax and financial strategies for more than 850 clients. He has passed the Series 6 and 63 securities and was previously Securities registered and holds life, health, disability and long-term care insurance licenses. He is also an IRS Enrolled Agent
David is a lifelong resident of Riverside County and lives in Temecula, California, with his wife, Megan, and their three kids: Katelyn, Matthew and Avery. His interests outside of work include youth sports and playing golf. He attended Point Loma Nazarene University, where he earned a degree in business. David played four years of collegiate golf and qualified for the 1999 NAIA National Tournament.
Dustin is an advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Team Financial Group. He prides himself on building meaningful and lasting relationships with his clients, helping them make smart choices about their wealth, retirement, and taxes.
Dustin received a bachelor's degree in finance at California State University, San Bernardino, a certificate in Personal Financial Planning at Metropolitan State University of Denver, and completed the Certified Investment Management Analyst™ program at the Wharton School of Business.
In his free time, Dustin enjoys taking his motorcycle to the racetrack, camping and spending time with friends and family.
Jarrad has been married for over 20 years and has three children. In his free time, he enjoys hiking, riding bikes, fishing, visiting old lighthouses and mom and pop restaurants, and veering off the beaten path to find hidden gems. He has a passion for music and enjoys playing the piano. He also volunteers his time with his church and has spoken at various home education conferences.
Job Titles:
- II Is an Investment Adviser Representative and CERTIFIED FINANCIAL PLANNER™ ( CFP® ) Professional With Team Financial Group
Jeffry S. "Jay" Cole II is an Investment Adviser Representative and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with Team Financial Group.
In addition to financial and retirement planning, Jay is a licensed tax preparer and has helped many in planning for taxes. After graduating from Regent University in 2013 with a Bachelor of Science in business, he became the third generation to work at Team Financial Group. As an advisor, he specializes in helping individuals plan wisely for pre- and post-retirement. He also holds a life insurance license.
Job Titles:
- CFP®, CMA, EA / WEALTH and TAX ADVISOR
Len has been in the financial services industry for over four decades. His philosophy is to listen to what clients need and find sensible solutions to achieve their financial goals while simplifying their financial lives. His primary commitment is to help reduce the financial risk for his clients' families and to help them protect, preserve and enhance their hard-earned money toward a well-planned retirement in the future.
Len joined the military at the age of 17 and served in the United States Army Security Agency Special Operations Intelligence command for 30 months in the Asia Pacific theatre. Following the military, he received an Associate in Arts degree in business from El Camino College, a Bachelor of Science degree in accounting from The University of Southern California (USC) and a Master of Business Administration degree from USC, while working full time with an additional part-time assignment at Hughes Aircraft Company in Culver City, California.
In addition to working in various financial positions during his career, he taught college and university courses for 29 years. His faculty assignments included El Camino College, USC and California State University at San Marcos. Len authored six books. Four of them are financial books.
He has been married since the age of 18 and enjoys visiting his three children, five grandchildren and three great-grandsons. In his spare time, Len enjoys writing and traveling.
Job Titles:
- Client Service Specialist
As a member of Team Financial Group, Pam Walker serves as a Client Service Specialist, assisting our team in connecting and building long-lasting relationships with our clients. Pam provides more than 31 years of executive administrative support and project management skills; specializing in servicing global and domestic clients in the fields of accounting and media & entertainment. Additionally, Pam provides expertise in lending her support and involvement in tasks which require sound judgement, discernment, and client confidentiality.
Pam has been married for 43 years and has one son and two grandchildren. She enjoys traveling and spending time with family and friends.