About Me

With more than 13 years of financial services experience, Kevin believes in developing highly personalized investment strategies by focusing on his clients’ specific needs.  He knows that each client is unique and has specific circumstances, dreams, and visions for the future. 

Kevin engages his clients in the planning process and works to formulate a personalized investment plan.  He works closely with local business owners, professionals, and multi-generational families to integrate college planning, retirement strategies, investment planning, life insurance, and long-term care strategies into their overall wealth plans.

Kevin graduated from California State University, Fullerton with a B.A. in Marketing.  After several years in the medical industry, he began his career as a financial advisor with Wells Fargo Advisors and joined Stifel in 2021.  He holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).

Away from the office, Kevin and his wife, Lori, enjoy a multitude of activities with their four children, aged 13 and younger.  This includes biking, hiking, enjoying the beach, and coaching his son’s baseball teams.  Kevin and Lori also love to travel and look forward to creating future memories with their family.

About Me

With more than four decades of experience as a financial advisor, Ron works with clients to build integrated investment strategies, including their retirement, income, college planning, and investment goals.  He has built his career guiding multigenerational families, businesses, and retirees through the complexities of wealth management with a focus on helping clients gain clarity around all aspects of their financial matters.

Ron graduated from California State University, Fullerton with a B.A. in Business Administration – Marketing and Management.  He began his financial services career in 1971 at Bateman Eichler, Hill Richards Inc.  He joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2003 and transitioned to Stifel in 2021.  He draws on his experiences and the extensive resources of Stifel to provide clients with an investment strategy that aligns with their comprehensive wealth management plan.

Away from the office, Ron enjoys golfing, running, hiking, and traveling.  He has been married to his wife, Grace, for 50 years, and they have three daughters, Lori, Renee, and Julie, and 10 wonderful grandchildren.

About Me

With more than five years of financial services experience, Cody’s primary role is working closely with the team’s financial advisors in collecting and processing investment and economic information used in designing and implementing the team’s investment process.  He focuses on comprehensive client service, including administering and overseeing the team’s day-to-day operations.

Cody graduated from California State University, Fullerton as a Business Administration Major with an emphasis in Finance.  Prior to joining The Wright Wealth Management Group, Cody was a Registered Client Associate at Lincoln Financial Advisors, assisting with the implementation of complex planning and investment strategies for clients across the country.

Cody is recently married and is enjoying this new chapter of life with his wife, Taylor.  They live in Costa Mesa and both enjoy being outdoors in beautiful Southern California.  He spends most of his free time engaged in physical activity, participating in basketball and baseball leagues, golfing regularly, and weight training.  He also enjoys surfing and snowboarding when weather permits, and anything that involves family and friends.

About Me

With more than 35 years of financial services experience, Kathy strives to ensure that clients’ administrative, trading, and operational needs are handled accurately and efficiently.  She handles the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers, and answering questions regarding statements.

Kathy began her career at Bateman Eichler, Hill Richards in Los Angeles, and then migrated to Torrance as a wire operator-cashier before joining Ron Wright in Newport Beach.  She holds Series 7 and 63 securities licenses.

Kathy is a “do-it-yourselfer” and enjoys going to antique stores, flea markets, and gardening in her spare time.  She finds herself working on many home projects, such as refinishing furniture and painting.