Experience Makes All the Difference

Larry is passionate about providing professional guidance and assistance to our clients. He focuses on comprehensive investment planning, estate planning strategies and investment management. Larry has over 35 years of industry experience.

Awards and Recognitions

• Forbes Best-In-State Wealth Advisors*, 2021, 2020, 2019, 2018
• Barron's Top 1,200 State by State Advisors**, 2020, 2019, 2018, 2017

Education, Registrations and Credentials

• Certified Private Wealth Advisors (CPWA®)
• CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
• Certified Investment Management Analyst (CIMA®)
• Series 7 and 66 securities registrations
• M.B.A., finance, The Peter Drucker Center for Management at Claremont Graduate University
• B.A., management, Cal Poly Pomona

Outside of Wells Fargo Advisors

Larry is passionate about golf and wine. He has been married to his high school sweetheart, Nancy Lyons, for over 44 years. They have two married children,­ Nathan and Alexandra.

California Insurance License: 0A34111
Resident State: CA

*2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/2020. (Source: Forbes) 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2018 Forbes Best-In-State Wealth Advisors: Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

**2020 Barron’s Top 1,200 State By State Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct.  2018- Sept 2019. (Source: Barrons.com) 2019 Barron’s Top 1,200 State By State Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct.  2017 - Sept 2018. 2018 Barron’s Top 1,200 State By State Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept 2017. 2017 Barron’s Top 1,200 State By State Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct.  2015 - Sept 2016. The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

With over 25 years of experience, Scott provides executives, business owners and individuals with tailored investment strategies. Scott’s focus is consulting clients on plan design, investment due-diligence and investment management.

Education, Registrations and Credentials

• Senior Retirement Planning Counselor (CRPC)
• Chartered Retirement Plans Specialism (CRPS®)
• Certified 401(k) Professional (C(k)P®)
• Series 7, 31, 63, and 65 securities registrations
• B.S., finance, San Diego State University

California Insurance License: 0B14414
Resident State: CA

Relationships come first. That's Linda's guiding principle as she provides comprehensive investment planning, estate planning strategies and investment management advice to her clients.

Education, Registrations, and Credentials

• Certified Private Wealth Advisor® (CPWA®)
• CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
• Certified Investment Management Analyst® (CIMA®)
• Series 7 and 66 securities registrations
• B.A., accounting, California State University - Fullerton

Outside of Wells Fargo Advisors

Linda is committed to giving back to her community and is a proud member of Soroptimist International of Huntington Beach. She also serves as a mentor to graduating seniors at CSULB through the Corporate Mentoring Program. Linda and her husband, Kurt Hubler, are active members of their local church, enjoy traveling both domestically and internationally, passionate about tennis and are parents of five adult children.

California Insurance License: 0D10935
Resident State: CA

Alex started her career in engineering but ultimately her passion for helping people and providing guidance led her to her current role as a financial advisor. Alex focuses on estate and multi-generational planning strategies, retirement planning and investment management. She has in-depth knowledge of the many investment planning strategies that can be tailored to address each clients' individual needs and goals.

Prior to joining Wells Fargo Advisors, Alex served as the Wealth Planning Analyst (WPA) for the UBS Beverly Hills complex. In her role as a WPA, Alex worked closely with clients to help them identify and accomplish their financial objectives through comprehensive planning. Alex also worked on the Request for Proposal (RFP) team at Western Asset Management in Pasadena and as a Management Consultant for CDM Smith in Boston.

Education, Registrations and Credentials

• CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
• Certified Investment Management Analyst® (CIMA®)
• Series 7 and 66 securities registrations
• B.S, engineering; minor in economics, Duke University

Outside of Wells Fargo Advisors

Alex met her husband Ryan while studying abroad in Australia in 2008 and they married in 2014. Alex and Ryan have two children, and in addition to spending time with her family, Alex enjoys traveling, playing beach volleyball and serving on the National and SoCal Duke University Alumni Boards.

California Insurance License: 0K26225
Resident State: CA

Gen is passionate and committed to working with clients to help them put a plan in place to achieve their dreams – in wealth, life and legacy. She takes great pride in having the ability to make a meaningful difference in the lives of others. Her enthusiasm and positive approach to planning is contagious and has clients excited to be part of our Navigation for Life process. Gen has over 15 years of experience in the financial services industry with the last of 9 of those with OnPointe Wealth Management. Her past experience includes being a Client Performance Analyst and working closely with Financial Advisors, Institutions, and Individual Investors, to help identify and implement their wealth management goals.

Education, Registrations and Credentials

• CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
• Chartered Retirement Plan Specialist℠ (CRPS®)
• Series 7 and 66 securities registrations
• M.B.A., Finance, California Polytechnic State University, Pomona
• B.S., Marketing, California Polytechnic State University, Pomona

Outside of Wells Fargo Advisors

Genovieva and her family immigrated to the U.S. from Romania when she was a young child. She and her husband, Flaviu, have two children who keep them very busy. Genovieva enjoys spending time with family and friends, going on road trips and baking. She is actively involved in her local community church and is a member of Toastmasters International.

California Insurance License Number: 4320495
Resident State: CA

• CERTIFIED PROFESSIONAL FINANCIAL PLANNER™ (CFP®)
• Chartered Retirement Planning Counselor™ (CRPC®)
• Chartered Retirement Plan Specialist℠ (CRPS®)

Lisa began her financial services career with Prudential Securities in 1997 as a Wire Operator. In 2000 she transitioned to UBS where she continued as a Wire Operator and then promoted to a Client Associate while at UBS. She now currently works as at Wells Fargo Advisors as Senior Client Associate. As a Senior Client Associate, Lisa is dedicated to surpassing clients' expectations through her continued focus on helping clients operationally and providing outstanding service.

Outside of Wells Fargo Advisors

In her spare time, Lisa enjoys spending time with her daughter, Marin.

Jeanne specializes in client support and with more than 15 years of experience in her role, she has valuable insight into the unique needs of our clients. She holds the series 7 and 66 securities registrations.

Jack began his college career at Occidental College and transferred to Wheaton College, graduating in December 2022. Jack played football for both schools while managing a demanding academic schedule. Jack holds a B.A. in Business/Economics from Wheaton College.

Outside of Wells Fargo Advisors
Jack was born and raised in Southern California and currently lives in Newport Beach.  He spends his spare time with family and friends, watching sports, and golfing.