Matthew Holbrook, CFP®
Senior Vice President, Financial Advisor
(949) 358-6309
Matthew.Holbrook@lplfinancial.com
Matthew founded Coastline Wealth Advisory with the intent of making a positive impact on his client’s lives with thorough and personalized financial planning. He is passionate about helping his clients work towards their specific...
Kaelyn Timmons
Client Service Associate
kaelyn.timmons@lplfinancial.com
Kaelyn brings 10 years of industry experience supporting high net worth clients and successful advisors, the last 7 of those with LPL. Clients know her as the person who gets back to them fast, answers the question they asked, and ..
Suzy Reyes
Senior Marketing Consultant