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Complimentary Guided Planning System
Phone: 1-714-617-4394
Center Tower Suite 860, 650 Town Center Drive, Costa Mesa, CA 92626-7192
Complete retirement management services delivered by experienced and caring finance professionals.
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The Team

Call: 1-714-617-4394

Our Retirement Management Services team includes registered financial advisors, chartered retirement planning specialists, asset managers, lawyers, CPAs and long term care specialists. At this retirement management company, everyone works diligently to ensure your financial future is secure so you can experience the retirement lifestyle you’ve worked so hard for.

 

The Wealth Financial Group West team is dedicated to providing the best information and guidance for your retirement. Below, read about our individual team members and our diverse portfolio of life experiences. We feel like a family here, and hope that you’ll feel the same when we meet!


 

Tami Simpson – President and Co-Founder

Dan Simpson – CEO and Co-Founder

Lorraine Jenks – Business Transfer Specialist

Brian Hoerning CRCM – Marketing Director/Insurance Specialist

Donna Hoerning – Client Relations Manager

 

 

 

Tami Simpson – President and Co-Founder

 

 

Tami Simpson, CRP®, CRPC®, is co-founder and President of Wealth Financial Group West, Inc. She is a Certified Financial Planner and is a Chartered Retirement Planning Counselor designee.

She is a member of the Allianz Masters Forum and is an Ed Slott-certified IRA Advisor*. Tami is also the host of the long running radio program “Road To Wealth” heard locally on AM 870 KRLA at 8:30 AM on Saturday.

Tami was born in Flint, MI and spent her childhood in the Mid West. In 1976, Tami moved to Southern California to attend Loma Linda University where she earned her nursing degree. Tami worked in ER nursing throughout her twenties and began raising her family. Tami has two daughters and 4 grandchildren.

In her thirties, Tami attended Fuller Theological Seminary where she earned a Masters in the Art of Theology. Throughout the next decade, Tami pastored several churches and served as the Senior Preaching Pastor at Riverside Community Church in Riverside, CA. She was a “groundbreaker” for women in ministry and found her years in ministry to be some of her most fulfilling.

In her forties, Tami attended the University of California-Irvine and successfully completed their Personal Financial Planning program.

Now Tami’s medical, pastoral and financial training have been combined to mold her into someone uniquely qualified to successfully guide her clients through the increasingly complex world of retirement management.

Tami views money as a tool, that if managed intentionally, can enhance not only the lives of her clients, but also of their families for generations to come.

Tami enjoys reading, traveling, great wine and good food and has recently added yoga is on her “to do” list.

Tami is on a lifelong quest to experience real wealth in her own life and inspires her clients to do the same.

 

 

Dan Simpson – CEO and Co-Founder

 

 

Dan Simpson (CA license 0E84812) is co-founder and C.F.O. of Wealth Financial Group West, Inc. He is also President of Simpson & Simpson Life Insurance Services, Inc. and an Ed Slott-certified IRA Advisor.

 

Dan was born in Mankato, MN and has three siblings. He attended Union College in Nebraska where he completed his Bachelor of Art in Religion. Throughout the next forty years, Dan pastored churches in Oklahoma, Maryland, Minnesota and California, where he had one of his most satisfying ministerial experiences at Celebration Church, a church he founded in Redlands, CA. Dan has two sons, one daughter and three grandchildren.

 

Dan is also a semi-professional photographer who has studied under several nationally known nature photographers. He loves four-wheeling and is likely to veer off the beaten path in search of scenic shots. The Colorado mountains are top on his list of places to shoot pictures, though he regularly tromps through the forests of Lake Arrowhead, CA, where he and Tami live. Once in a while he rides a bike and quite frequently he takes a hike. Dan is also a woodworking aficionado – or maybe it’s buying wood working tools that he really likes!

 

Dan has spent his life helping people achieve real wealth, which to him means balancing the financial, spiritual, relationship and physical health aspects of life.

 

 

Lorraine Jenks – Business Transfer Specialist

 

 

Lorraine Jenks (CA license 0H40043), Notary, is the business transfer specialist for Wealth Financial Group West, Inc.

 

Lorraine was born in Loma Linda, CA—a true California girl, spending her childhood in the Palm Springs area. She worked at Loma Linda University Medical Center where her last position was Database Assistant for the Cardiothoracic Surgeons. She attended UC Riverside and UC Irvine receiving her degree in Interior Design. She started her own business, specializing in the design of Model Homes and created the interior design used in the Total Care Birth Center and Post Partum Units at Loma Linda University Medical Center.

 

Lorraine is happily married to her husband, Tom, of 19 years. She loves to travel, sail, take long walks on the beach, and also enjoys fine dining and great wine. Lorraine loves entertaining friends and family in her home and adores her dog, Bella!

 

Lorraine’s lifelong goal is to retire well, and she encourages others to do the same.

 

 

Brian Hoerning CRCM – Marketing Director/Insurance Specialist

CDI# 0B28277
DRE# 01128222
MMLS# 885018

 

 

Brian grew up in New Jersey and holds a Bachelor of Science degree in Music Education from William Paterson University. He taught vocal music and theater and coached cross country and track on a high School level before beginning his career in sales and marketing.

 

Brian began his sales career with Pennsylvania Life Insurance Company where he was a salesman and field trainer and a member of the Presidents Club. He next was employed by Novar Electronics where he was a Salesman, Sales Manager and Division manager. After Novar he became the General Sales Manager for Capital Mortgage and the Regional Manager for Directed Electronics.

 

Before joining Wealth Financial Group West Brian was employed by Salem Communications for 17 years. He developed successful long range marketing campaigns for a variety of clients served as a Senior Account Manager at KKLA 99.5 FM, General Sales Manager for 590 AM KRLH and Station Manager for 1240 AM KLIT during that time.

 

Brian has been married to his bride Donna for 41 wonderful years, has three children and one granddaughter that lights up his life too! He is active in local theater and heads up his churches drama ministry. Brian also sings in a barbershop chorus and quartet.

 

 

 

Donna Hoerning – Client Relations Manager

 

 

Donna grew up in New Jersey where she, after schooling, became a Licensed Practical Nurse serving those needing geriatric care as well as in labor and delivery unit both in New Jersey and Ohio.

 

Since moving to California in 1982 she has been a store manager and field trainer for This End Up and salesperson for McMahn’s Furniture

 

For the past 15 years Donna has been the Director of Church Relations & Event Planner for America’s #1 Christian Talk station 99.5 FM – KKLA

 

Donna has been married to her husband Brian for 41 wonderful years and has three children and one granddaughter that light up her life! She enjoys family dinners together, cuddling with her three little dogs, dining with friends, reading, enthusiastically watching football, and traveling. Loves encouraging people with Faith, Hope and Love.

 

 

To learn more about the various retirement and financial services provided by Wealth Financial Group West, Inc., please click here to view all services.