Our Team Harry M. Barth, J.D., CFP®, MBA, MSFS Managing Partner 714-704-6616 714-704-1513 harry@securawm.com Richard Jackman, CFP®, MSFS Chief Investment Officer 714-704-6616 714-704-1513 richard@securawm.com Jason Stone, CFP®, CPWA® Managing Partner 714-704-6616 714-704-1513 jason@securawm.com Casey Hatcher, CFP® Financial Operations Manager 714-704-6616 714-704-1513 casey@securawm.com Brent Honea, J.D., MBA Financial Advisor 714-704-6616 714-704-1513 brent@securawm.com Kraig Strom, CFP®, ChFC® Financial Advisor 714-704-6616 714-704-1513 kraig@securawm.com Dhillon Taylor, CFP® Certified Financial Planner™ 714-704-6616 714-704-1513 dtaylor@securawm.com Saul Palencia Financial Advisor 714-704-6616 714-704-1513 saul@securawm.com YOU are the most important part of our team. We are confident that you will learn about attaining financial goals through our work together.
