Newcastle Financial Advisors: Orange, California
Allen Taylor
Financial Advisor, MBA, LUTCF
714-787-0982
Allen started his career as an officer in the United States Air Force before transitioning to work as an executive in the aerospace industry. He entered the financial planning profession as an advisor at Waddell and Reed, Inc., before...
Sherry Taylor
Financial Advisor, LUTCF
714-787-0982
Sherry began her career in the corporate world in finance and eventually transitioned into human resources where she worked with individuals to meet challenges, overcome obstacles and accomplish goals. Now, as a licensed financial...
Michelle Nanney
Client Service Assistant
714-787-0982
Michelle joined Newcastle Financial Services as a Client Service Assistant in August 2014, and currently works from her home office in Olympia, Washington. Prior to joining Newcastle, Michelle’s professional experience included...
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Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.