Broker Check

Meet the Team

Dean Holmes

Dean Holmes

Financial Planner

(562) 597 - 7900

(562) 597 - 7911

Terri Halligan

Terri Halligan

Investment & Insurance New Business Specialist

(949) 341 - 4315

Jennifer  Farrar

Jennifer Farrar

Executive Assistant to Mike Lockwood

(949) 227-3727

Melissa Droege

Melissa Droege

Client Relations & New Business Administrator

(949) 341 - 4316

Lily Figueroa

Lily Figueroa

Assistant to Valerie Esteban & Kevin Campbell

(949) 341 - 4319

Marisol Guerrero

Marisol Guerrero

Customer Service and New Business Administrator

(949) 341-4355

Jaden Duncan

Jaden Duncan

Financial Professional Trainee

949-227-2488

Cathy  Lenzi

Cathy Lenzi

Executive Assistant to Dean Holmes

(562) 597-7900

(562) 597-7911

Associated Financial Planners


Our Team

Our Team

At the core of our firm are people who care about our clients. The partnerships we've built with our clients were forged through our team's commitment to service. We follow Lincoln Financial Advisors' philosophy to Serve First, Last, and Always. If we can be of service to you, or someone you know, feel free to reach out. We'd be happy to help in any way we can.