Your Subtitle text
 |
Jason R. Labrum, CFP®, President / CEO Wealth Management - has over 12 years experience helping individuals, families and businesses with financial planning, portfolio management and business retirement plans. After spending 11 years with two major Wall Street brokerage firms Jason founded Labrum Capital Advisors, a boutique independent wealth management firm, with a focus on world-class service and wealth management. Jason is a CERTIFIED FINANCIAL PLANNER™ and was recognized as a Reuters Top Advisor for 2008 and Worth Magazine’s 2008 top 250 Financial Advisors. Jason is a graduate of San Diego State University and resides in Carlsbad with his wife Alison and their two boys Dax & Luke. Contact Jason: Phone: 760-707-5550 Email: Jason@labrumcapital.com |
 |
Richard L. Labrum, Managing Director - Wealth Management - Rick is a graduate of Arizona State University with a BA in Business. Rick brings many years of business experience and financial knowledge to The Labrum Group. After running his own company for 23 years Rick began his career in wealth management. Over the past 18 years he has specialized in helping clients preserve and growth their wealth. Rick and his wife Ruth Ann have made Temecula their home the past 20 years where they enjoy golf and flying. Contact Rick: Phone: 760-707-5552 Email: Rick@labrumcapital.com |
 |
Sean T. Moore, Senior Portfolio Manager - Sean has 10 years formal experience in the financial services industry, while his passion for active management of investments began over 26 years ago during his previous career as a US Marine Officer. Results oriented, Sean fills a niche by leading high-net worth families through a comprehensive financial planning process, then taking control of the direct and active management of diversified portfolios comprised of tax-free & corporate bonds, domestic & international equities, commodities, and liquid real estate portfolios. A 1988 graduate of San Diego State University with honors in Economics, he resides in Temecula with his bride of over two decades, Elizabeth. Contact Sean: Phone: 760-707-5553 Email: Sean@labrumcapital.com |
 |
Darcy L. Jones, CFP®, Wealth Advisor - has been guiding clients towards financial success for over ten years. Her financial planning practice is focused on working with clients moving towards retirement, and non-profit organizations/foundations. She has a Bachelors Degree in Business Administration from the University of California, Riverside. Darcy acts as keynote speaker for organizations throughout the year and conducts educational and financial seminars. Giving back is a top priority for Darcy and she is committed to serving her community and the world through several different organizations. She enjoys outdoor activities, traveling, and friends, and currently lives in the Temecula Valley. Contact Darcy: Phone: 760-707-5554 Email: Darcy@labrumcapital.com |
 |
Colleen Decker, LUTCF, Insurance & Planning Specialist - has been working in the financial services arena since 1987. Life Insurance is her area of focus, she is dedicated to finding the right solutions to our clients needs and wants. Colleen is a graduate of California State University Long Beach, she is a native of Leucadia and currently resides in Carlsbad with her husband Al, their sons Michael and Tyler and daughter Meghan. Contact Jordie: Phone: 760-707-5551 Email: Colleen@labrumcapital.com |
 |
Jordie Smith, Chief Compliance Officer/Director of Operations - has been in the financial industry for the past 5 years where she worked for The Labrum Group in the Temecula office. Jordie graduated from San Diego State University with a bachelor’s degree in Economics and was a scholar athlete in women’s basketball. She has both her Series 7 and Series 66 licenses and is focused on client service and business management and compliance for Labrum Capital Advisors, LLC. Contact Jordie: Phone: 760-707-5555 Email: Jordie@labrumcapital.com |
 |
Maria Carlos, Client Associate joined Labrum Capital Advisors transitioning from a competitor where she had already had the opportunity to work with many of LCA’s clients. With over 6 years experience in the financial industry she is an advocate for both the clients of the firm and the advisors who serve them. Her primary role, in which she continually excels at every day, is to provide consistently enthusiastic and friendly assistance for clients with any administrative needs associated with their LCA relationship and to proactively solve any challenges that arise. Contact Maria: Phone: 760-707-5583 Email: Maria@labrumcapital.com |
| |
|