San Dimas Office

413 East Foothill Boulevard, Suite 100

San Dimas, CA 91773

Meet The Wealth Management Team

Our firm focuses in helping individuals develop sound investment strategies. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Homestead Wealth Management Advisor Team

Homestead Operations Team

Kristin  Stone

Kristin Stone

Administrative Operations Manager

650-332-9449

650-356-8606

Investment Committee Partners

Chris Mcleod

Chris Mcleod, AIF® The Financial Services Network

Vice President, Trading Operation Administrator

Jeremy  Olen, CFA®

Jeremy Olen, CFA® The Financial Services Network

Managing Partner & Chief Investment Officer

Joel Gourdin

Joel Gourdin, MBA®, CAIA® The Financial Services Network

Vice President, Portfolio Consulting & Analytics

Compliance

Melanie  Pena

Melanie Pena

Assistant Vice President, Compliance

Anthony Tsang

Anthony Tsang

Compliance Supervisor

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, my personalized service focuses your needs, wants, and long-term goals.

My team of professionals have years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you.