About Us
Meet Our Team
John Woravka, CFP
Managing Director - InvestmentsJohn and his wife, Alexandra, live in Huntington Beach and have two sons, David and Nick, who are part of the team. Away from the office, John is a member of Sts. Simon and Jude Church, and he enjoys golfing and spending time with his grandchildren.
You may not know…
John has had his share of challenges on the golf course, but also has three hole-in-ones, the last coming in 2014.
CA Insurance License Number: 0A11536. Resident State CA.
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Nick Woravka, CFP
Financial ConsultantVice President - Investment Officer
Nick and his wife, Ashley, enjoy snowboarding, mountain biking, and going to the beach in their free time. Although, that free time is limited these days as their focus is on their four children, Mason, Rowan, Cruz, and Cora.
You may not know…
Nick started working at the early age of 13, washing dishes at Bagel Mania in Huntington Beach, California.
CA Insurance License Number: 0E67201. Resident State CA.
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David McLean, CFP
Financial ConsultantVice President - Investment Officer
David and his wife, Megan, enjoy traveling but are now focused on raising their two children, Adam and Allie. They live in South Orange County are very involved within their local community athletic programs.
You may not know…
While he excels with financial matters, he has an artistic side as he loves to paint and plays numerous musical instruments including the guitar and drums.
CA Insurance License Number: 0D69512. Resident State CA.
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Jason Buenger, CFP
Financial AdvisorSenior Vice President - Investment Officer
He and his wife, Judy, have two children, and reside in Orange County.
You may not know…
Jason was born in Missouri but grew up in Southern California, thus he is a lifelong sports fan of Southern California teams; the Angels, Clippers, and Rams.
CA Insurance License Number: 0G85261. Resident State CA.
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Veronica De La Riva
Senior Client AssociateAssistant Vice President
When away from the office, Veronica enjoys spending time with her three children, Anthony, Miranda, and Blake, and taking part in their various activities.
You may not know…
Veronica loves taking kick-boxing classes to get her day started before coming to the office.
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April De Santiago
Senior Client AssociateAssistant Vice President
April and her husband, Anthony, welcomed twin boys, Albert and Anthony, in 2017 and in 2021 welcomed another son named Aydan
You may not know…
April won 1st place in a Baking Competition at the Orange County Fair for her Greek pastry, Baklava. In a separate year at the Fair, she placed 3rd with her brownie recipe.
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Why Invest With Us
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.