About Me
With more than 15 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 Business Administration. 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 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.