Meet Our Team

John Draper Sr., CFP, MBA

Managing Director
PIM Portfolio Manager

Phone Number

(949) 681-2415

Certificates

CFP, MBA

Derek Draper, CFP

Managing Principal
PIM Portfolio Manager

Phone Number

(949) 681-2416

Certificates

CFP

Maryna Leake

Operations Manager

Phone Number

(949) 812-4813

Jaime Falla

Financial Advisor

Phone Number

(949) 812-4815