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Company Directory

Julie A. Caballero

Julie A. Caballero

Client Service Manager

 949-724-8848 ext. 221

949-724-8805

 jcaballero@libertycapitalmgt.com

Julie is the Client Services Manager for Craig Truman. She assists Craig by scheduling and preparing for appointments, processing and following up on new applications, handling customer service requests, generating quarterly...

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Renata Cerveny

Renata Cerveny

Quarterly Reports Manager

 949-724-8848 ext. 219

949-724-8805

 rcerveny@libertycapitalmgt.com

Renata came to Liberty Capital Management by way of the Czech Republic! Originally hired as our Office Administrator, Renata soon established policy and procedures for that position, and when an opening in our Quarterly...

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Hirschy H. Clein

Hirschy H. Clein

Client Service Manager

 949-851-2280 ext. 213

949-851-2258

 hclein@libertycapitalmgt.com

Hirschy is training to become a Financial Strategist, and maintains the website at Liberty Capital Management.Education Hirschy graduated from University High School, and is attending Irvine Valley College and Saddle Back...

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Maurice I. Clein

Maurice I. Clein

Principal

 949-851-2280 ext. 206

949-851-2258

 mclein@libertycapitalmgt.com

Maurice specializes in creative financial strategies and asset optimization which includes retirement plan services and asset enhancement.Licenses Maurice holds securities registrations series 7, 63, & 65. He is also licensed...

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Raoul H. Dubery

Raoul H. Dubery

Financial Advisor

 949-724-8848 ext. 230

949-724-8805

 rdubery@libertycapitalmgt.com

Raoul is an Investment Advisor representative, specializing in financial planning and strategizing for individuals and corporations. Raoul has chosen Liberty Capital Management as the place in which to build his business and develop...

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James Hexem

James B. Hexem

Financial Advisor

 949-724-8848 ext. 202

949-724-8805

 jamesh@libertycapitalmgt.com

Specialty James is a specialist in the areas of retirement planning, estate planning and business planning. He is dedicated to fostering long term relationships with his clients. To this day, he maintains close ties to his clientele,...

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Christopher F. Kelly

Christopher F. Kelly,CFP, CLU, ChFC

Financial Advisor

 949-724-8848 ext. 203

949-724-8805

 ckelly@libertycapitalmgt.com

Chris enjoys working with entrepreneurs and helps them to qualify and quantify their hopes, dreams and goals. Together, they design and implement the strategies that will help realize their goals. Chris wants to be "Your man...

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Ronald S. Latin

Ronald S. Latin, CFP®

Principal

 949-724-8848 ext 216

949-724-8805

 rlatin@libertycapitalmgt.com

Ron Latin is a Certified Financial Planner and Founding Principal with Liberty Capital Management Inc. He is also a Principal with Liberty Wealth Management, LLC,. Mr. Latin is a seasoned advisor now in his fourth decade of...

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John J. Lewis

John J. Lewis

Registered Advisor

 949-724-8848 ext 201

949-724-8805

 jlewis@libertycapitalmgt.com

John is an investment advisor with a practice focused on portfolio management and financial life planning for individuals and corporations. He has developed a proprietary method of portfolio management with a foundation built...

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Mariza G. Limbo

Mariza G. Limbo

Client Service Manager

 949-851-2280 ext 223

949-851-2258

 mlimbo@libertycapitalmgt.com

SpecialtyMariza is a Client Services Manager associated with Maurice I. Clein’s group at Liberty Capital Management, Inc. Mariza’s professionalism and skills allow her to communicate with all clients and members of our team...

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Michael Malervy

Michael Malervy

Client Service Manager

 949-724-8848 ext 226

949-724-8805

 mmalervy@libertycapitalmgt.com

Michael is a Client Services Manager for Michael Tiberg and Kay McCarley. In this role, Michael is responsible for assisting these advisors with day-to-day activities including, but not limited to, handling client requests,...

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Amy S. Nguyen

Amy S. Nguyen

Client Service Manager

 (949)-851-2280

(949)-851-2258

 anguyen@libertycapitalmgt.com

Specialty Amy is a Client Services Manager at Liberty Capital Management Inc. and is an integral part of our group she is the go to person for scheduling for Maurice Clein’s group and develops information and technology for...

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Bethany Pittenger

Bethany A. Pittenger

Client Service Manager

 949-724-8848 ext 224

949-724-8805

 bpittenger@libertycapitalmgt.com

Bethany is the Client Service Manager for John J. Lewis and Thomas E. Raguse. She is responsible for interacting with clients, managing John and Tom’s calendars, developing client presentations, and processing client...

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Tomas Raguse

Thomas E. Raguse, MBA

Registered Advisor

 949-724-8848 ext 215

949-724-8805

 traguse@libertycapitalmgt.com

 Tom specializes in developing financial plans, coordinating major financial transactions, estimating and monitoring long-term financial goals and money management for individuals. Each aspect of the financial planning process...

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Jonathan R. Royal

Jonathan Rob Royal, CFP® CKA®

Financial Advisor

 949-724-8848 ext 210

949-724-8805

 rroyal@libertycapitalmgt.com

Rob specializes in financial planning, portfolio management, and wealth management advise. He believes in developing long term relationships based on placing his client’s interests first and understanding their personal...

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Catherine Sharbaugh

Catherine Sharbaugh

Receptionist & Client Services Manager

 949-724-8848 ext 200

949-724-8805

 csharbaugh@libertycapitalmgt.com

Catherine has come out of semi-retirement to assist with front-office duties and provide support to Chris Kelly and Ron Latin at Liberty Capital Management.

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Michael W. Tiberg

Michael W. Tiberg, CFP®

Principal

 949-724-8848 ext 208

949-724-8805

 mtiberg@libertycapitalmgt.com

Michael’s area of expertise within Liberty Capital Management is in two main areas: portfolio management and retirement planning. As a Certified Financial Planner™ professional, he does comprehensive financial...

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Craig M. Truman

Craig M. Truman, ChFC, CLU

Principal

 949-724-8848 ext 212

949-724-8805

 ctruman@libertycapitalmgt.com

Craig’s area of expertise focuses on two complimentary areas. The first of these is portfolio management. Craig assists those who are preparing for retirement as well as those who have retired. He prepares customized...

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Dustin S. Truman

Dustin S. Truman

Data Entry Specialist & Client Services Manager

 949-724-8848 ext 225

949-724-8805

 dtruman@libertycapitalmgt.com

Dustin works as a data entry specialist and client service assistant for Chris Kelly and Craig Truman. Dustin has become a specialist with the powerful financial panning software, E-Money.

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