Staff
I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
Timothy L Mitchell
Associate Wealth Management Advisor
tim.mitchell@nmfn.com
(949) 863-5939
Tim is an Associate Wealth Management Advisor. His primary responsibilities include working with investment opportunities and implementing investment strategies to help clients meet their financial goals.
He has over 24 years experience in the financial services field. He has worked as a stock analyst, bond trader, and portfolio manager for a wide range of individuals and institutions. Tim received a Master’s of Business Administration degree from Washington University and holds the Chartered Financial Analyst credential. He holds the Series 7 and Series 66 securities licenses as well as California Life and Health insurance licenses.
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Jennifer Moses
Administrative Assistant
jennifer.moses@nmfn.com
949-863-5845
Jennifer recently joined our team on a part time basis. She coordinates our client meetings. If you would like to schedule an appointment with John, please giveJennifer a call. She will be happy to assist you.
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Mary A Vande Bossche
Associate Wealth Management Advisor
mary.vandebossche@nmfn.com
(949) 863-5845
Mary is an Associate Wealth Management Advisor and manages our client services. She is securities licensed and also holds a California Life Insurance license. If you have any questions or would like to schedule an appointment please give Mary a call.
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