Company Directory

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...

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...

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...

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...

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...

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...

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...

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...

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...

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,...

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...

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...

 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...

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...

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.

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...

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...

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...