As a Bahnsen Group Managing Director/Partner and the Financial Planning Director, Kimberlee specializes in personal wealth advising and oversees financial and retirement planning solutions for high net worth individuals and multi-generational families.   She creates, and guides implementation of, cohesive strategies that incorporate all aspects of clients’ financial lives.

Kimberlee’s proficiency also includes helping individuals transition to financial independence after life-altering events such as death or divorce.  She is a Certified Divorce Financial Analyst®, and has strong experience and knowledge that enables her to analyze and consult on, both the short and long-term financial impact of a range of divorce settlements.  These skills, coupled with her wealth management experience, provides an experienced voice for any pre/post-divorce team.

Kimberlee has established The Fiscal Feminist, a platform from which she strongly advocates for women through her passion to empower and educate them concerning their finances. 

Kimberlee joined The Bahnsen Group at Morgan Stanley in 2014 and was later part of the transition as the Group sought the “fiduciary” route in 2015.

Kimberlee has a diverse background and more than 25 years of finance, legal and corporate experience. She formerly worked as a corporate securities lawyer, investment banker, and Chief Financial Officer.  Kimberlee received her Bachelor of Science in Foreign Service/International Finance, at Georgetown University and also earned a Juris Doctor from Georgetown University Law Center.  She currently holds the Series 7 and 66 licenses and the California Life and Health Insurance License.

Kimberlee serves as the Vice Chairwoman for The Valiant Women of the Mission Hospital Foundation in Mission Viejo, California which supports Women’s Health Care and Nursing Education.  She is also a Board Member and the Treasurer of The Foundation for Women Warriors which is a support organization created exclusively to serve the female veteran community with essential programs to empower the personal and professional development of women veterans after their service careers.  Kimberlee is an active member of the British American Business Council of Orange County where she sits on its Board of Directors and its Commerce Committee.  In 2017, she was named as an Advisory Board Member for the University of California, Irvine - The Paul Merage School of Business Center for Investment and Wealth Management.  Kimberlee is an active member of Gen Next, a recognized member of the Connected Women of Influence of Orange County, and previously, was the President of The Junior League of Northern Westchester, New York.

Kimberlee is the proud mother of three amazing daughters Allison, Claire, and Merrill.  Having lived in New York and London before moving to Orange County, Kimberlee enjoys traveling and experiencing other cultures. 

Don is a Partner in the team's Private Wealth Management practice specializing in helping affluent families develop comprehensive strategies for all phases of wealth accumulation, preservation and transfer. He is also the liaison between our Financial Concierge Services platform and our professional alliances, and serves as the editor of The Financierge – a publication dedicated to thought leadership on topics within our holistic, comprehensive financial service offerings.

With over twenty-five years of major corporate executive experience, Don has formally held positions as Independent Board Director, President, Chief Operations Officer, Managing Director, and Global Chief Information Officer. Don has a MBA from DePaul University and a bachelor’s degree in Accounting and Economics from Illinois State University. He holds FINRA Series 7, 24, 63 and 65 securities licenses, California life and health insurance licenses, holds a Certified Public Accountant designation from the State of Illinois Board of Examiners, and is a Certified Financial Planner ™.

Don is active in several public and non-profit boards including the Forum of Christian Business Leaders, YMCA, Steadfast Income REIT, Vanguard University and the Grace and Hope Foundation.

A Chicago native, Don has three daughters, a son and lives in Newport Beach, California. His passion is the privilege of serving his family, church, community and helping people achieve their financial and life balance goals.

Trevor works as a private wealth advisor focused on building customized financial plans for his clients. His responsibilities in financial planning has Trevor highly involved in nearly every financial plan generated by the team.

Trevor joined The Bahnsen Group in 2016 after 3 years at Morgan Stanley where he worked with clients on a broad range of services. At The Bahnsen Group, Trevor serves on the Investment Committee.

Trevor received his Bachelor’s degree in Organizational Leadership from Biola University and his MBA from California State University, Fullerton. He currently holds the Series 7 and 66 securities licenses, California Life and Health Insurance license.  He also holds Certified Financial Planner (CFP®)

Brendan has more than 15 years of experience in the financial services industry, having joined The Bahnsen Group after already worked closely with us as an Executive Director at HighTower Advisors. His work there focused on managing corporate and field responsibilities including compliance oversight, business economics, technology adoption, platform utilization, facilities, human resources, and all things oriented towards Operational Excellence. Prior to his work at Hightower, Brendan worked with custodial giant, Charles Schwab Advisor Services, offering practice management and consulting services to Registered Investment Advisors.

In his role as the Bahnsen Group's first-ever Chief Operating Officer, Brendan manages the day-to-day business operations, serves as the direct report for all department directors, and provides significant relief for the team's Managing Partner, David Bahnsen.

Brendan earned his Bachelor of Science Degree with a minor in History from Roger Williams University. Brendan loves all things outdoors, from surfing and beach volleyball, to fly fishing mountain rivers, to helicopter skiing. Brendan enjoys quality time with his wife, Janine, and their three active and energetic sons, William, James, and Jack.

Kenny works in the Solutions and Analytics department, focused on equity and bond trading, portfolio analytics, and client performance reporting. Kenny blends a methodical analytic approach with creative and lateral concepts to provide the team with results-driven insight, allowing us to better help our clients achieve their objectives.

Before joining The Bahnsen Group, Kenny was a wealth management analyst with Valensi Rose, PLC, a boutique law practice situated in Century City. He assisted in improving and standardizing financial schedules, overseeing data entry, and provided departmental analytics.

Kenny completed his Bachelor’s degree in Economics from the University of California, Los Angeles, and currently holds the Series 65 license.

Camille works in on our Operations team, assisting Jacqueline in the daily needs of our clients.

Camille is a graduate of The Pennsylvania State University, with a BA in Advertising in the College of Journalism.  She started her career in New York City and has over 30 years of experience in brokerage, mutual fund sales and asset management with Dean Witter Reynolds, Oppenheimer & Co, and Fred Alger Management in New York; followed by Shearson Lehman Hutton, Palley-Needelman Asset Management and Metropolitan West Capital Management in Newport Beach.

She is a Board Member of the Orange County Chapter of the Penn State Alumni Association.  Besides cheering on the Nittany Lions, she enjoys going to concerts, Anaheim Ducks hockey and using her Disneyland annual pass.

Ericca brings stellar experience in client service and office management to The Bahnsen Group. Prior to joining us, she managed the office of an international manufacturing company in Orange County, covering more than fifty employees.  She possesses great skill in business administration and has a real passion for supporting the client experience and advisors at The Bahnsen Group.

A devoted mother, Ericca enjoys outdoor activities, year-round youth sports, and days at the beach.  Relaxation usually involves yoga or long runs and time well spent with family.  Ericca also serves in the community events of her mother’s church.

Brian leads The Strategy and Communications department which is responsible for the curation and cultivation of the collective thoughts and wisdom of The Bahnsen Group.

He supports the creation and distribution of the many forms of communications created by the thought leaders of the company and connects to the public through a host of digital methods and channels, providing preferred points of contact to an interested public.  Utilizing his years of experience in marketing and branding, he crafts new ways to reach the current and future clients of the group so that the investment philosophies and principles that drive The Bahnsen Group can serve them in their financial lives.

Brian received his Bachelor of Science in Psychology at the University of California, Irvine. 

Joleen Bahnsen leads our Style & Experience Department (S&E), birthed out of a desire to escalate the client experience at The Bahnsen Group, and to build a consistent and professional brand profile in the marketplace.  She manages all client events and brand fidelity and directs our efforts with community events and sponsorships.

Joleen has served at several national agencies, working on such prominent accounts as Hilton Worldwide, UPS, and Del Webb.

Joleen holds a Bachelor of Communication from the University of California, Santa Barbara, and has been a part of The Bahnsen Group since its founding.  She has been married to our Managing Partner since 2001.
 

Rayna serves as Controller, responsible for financial operations, and is based in our Newport Beach office. 

Rayna served as an Executive Assistant at Capstone Partners for four years before joining The Bahnsen Group. She has over five years of experience in management consulting, business development and accounting services. Rayna is a graduate of the University of Nevada, Las Vegas and holds a B.A in Criminal Justice and minor in Psychology. She also earned her Paralegal Certification from the University of California, Irvine, and her Accounting and Quickbooks Certifications from the National Association of Certified Public Bookkeepers. 

Tanya began her career at Coopers & Lybrand where she gained experience in both audit and tax work.  She subsequently held inside positions at the internal tax departments of a restaurant company in Irvine and a multi-national manufacturing company in Long Beach.  Eventually, Tanya balanced her career and family priorities by establishing her own firm.  This led to her partnership in a specialty firm in Irvine, CA.  She possesses vast experience in complex tax planning, both personal and corporate tax minimization strategies, and is highly regarded by her clients for her ability to do sophisticated accounting work without sacrificing her impressive personal touch.

Tanya is passionate about her community and has utilized her accounting skills to support several organizations over the years.  When not serving clients, she can be found hiking with her three adult children and husband of 27 years, attending Bible study, and playing tennis as much as possible.