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Julie is the Practice Manager for Craig Truman and Christopher Kelly. She assists Craig by scheduling, preparing for and attending client appointments, preparing and following up on new applications or service requests, generating...

Specialty:Hirschy provides services which go toward assisting Chris Kelly in his advisory business. He hopes to contribute to the operational and administrative needs which accompany a growing financial services practice. Hirschy's...

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

Born and educated in South Africa, Raoul is an experienced Financial Planner with over 20 years serving the needs of his diverse clients. He specializes in wealth management and financial strategizing for business owners,...

Chris enjoys working with entrepreneurs, executives and professionals helping them to build and maintain their wealth and minimize their taxes. Chris works with many business owners to establish and manage their 401(K) and...

Ron Latin is a Founding Principal of Liberty Capital Management, Inc. Ron helps individuals and families develop plans to reach their life’s goals and dreams. As an avid sailor, he recognizes that no wise sojourner...

John is an Investment Advisor Representative 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...

Mariza is the Client Services Manager associated with Maurice I. Clein’s group. Mariza is responsible for managing daily office tasks, including, but not limited to, processing client requests, preparing and developing...

Amy’s position at Liberty Capital Management, Inc. is that of Client Services Manager and is an integral part of our group. Amy is the go-to scheduling person for Maurice Clein’s group and designs information and...

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...

Specialty:Tom specializes in the development of individual financial plans, investment portfolio management and transition planning. This includes assisting clients in evaluating the qualitative aspects of their life goals and...

Rob’s vocation is helping clients gain clarity of their financial situation and align their portfolio with their goals and values. This is done through comprehensive, integrated financial planning and investment...

Maria is Liberty Capital Management's Receptionist/Office Administrator. Maria has over 10 years customer service experience. She lived in Germany for 14 years and established her family there. Maria also volunteered for a...

Michael’s area of expertise is in two main areas: portfolio management and retirement planning. As a Certified Financial Planner™ professional, he does financial planning with an emphasis on retirement planning...

Craig’s area of specialization 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...

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.

Maria works with Group Health Benefits and her priority is to build a positive and trustworthy relationship with each of our clients.  Maria graduated from California State University, Fullerton...

Sol works closely with Chris Kelly, CFP® and our clients to assist in developing a personal financial plan for each client household. Her goal is to evolve the financial planning process into a personable experience centered on...