Broker Check

Orange County Team


2050 Main Street, Suite 500
Irvine, CA 92614


(949) 833-1422

Senior Leadership

John Lefferts, CFP®, CLU, ChFC

Senior Executive Vice President

(619) 557-8283

I've spent my entire career in financial services starting as a financial advisor in San Diego up to President and CEO of AXA Advisors in New York City from 2001-2004. "Retiring" from AXA Advisors in 2009...

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Vice Presidents

Key Staff

Jenny Jung

Jenny Jung

Complex New Business & Operations Manager

(213) 251-1615

Suzanne  Peters

Suzanne Peters

Client Relations Manager

(949) 833-5712

(949) 833-1427

Tony Rhee

Tony Rhee

Controls Supervisor, Southern California Branch

(949) 833-5806

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