Team

Meet the Team

Your financial success is our reward.

We’re passionate about helping you achieve financial success and quality of life! That’s why we’re known for our excellent customer service to guide you through your professional life, transition, or retirement. Whatever your lifestyle or current situation, our Certified Financial Planner, Investment Advisor Representatives, Insurance Agents, Employee Benefits Specialists, and Trust Attorney collaborate to assess your financial needs and create the best possible strategies for you and your family.

John Stokes

Chief Executive Officer and Founder

(949) 477-1245

(949) 260-9183

Raised in a family of 11, John worked at an early age performing various jobs to help support his family financially and gained valuable leadership skills that have shaped his independence. In his youth, his passion for soccer led him...

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Rick Friend, CFP®, ChFC®

Executive Director of Financial Planning

(424) 456-3010

(949) 260-9183

rick@johnstokesfinancial.com

Rick enlisted in the US Coast Guard during the Vietnam era and during those four years he excelled earning a second-class petty officer rank in less than three years. After an honorable discharge, he settled in Monterey California and...
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Brandon Morenz, AAMS®

Financial Advisor & Director of Financial Strategies

(415) 590-4935

(949) 260-9183

brandon@johnstokesfinancial.com

Brandon Morenz is a Financial Advisor and Director of Investment Strategies for John Stokes Financial. Brandon grew up in Orange County in a household of medical doctors and healthcare professionals. He was encouraged to follow the...
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Nicole Fajardo

Operations & Client Relations Manager

(949) 477-1245

(949) 260-9183

nicole@johnstokesfinancial.com

Nicole comes to the firm with over a decade of experience in customer service and an appreciation for a team environment. Her communication and organizational skills benefit new and existing clients, as well as her fellow team members....
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Nicole Vettraino

Attorney at Law, Estate Planning

Nicole has experience in all aspects of estate planning. For over 10 years she has helped clients plan their estates with revocable trusts, powers or attorney, advance health care directives, and other business, tax, financial, and...
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Rob Davies

Financial Advisor

(949) 477-1245

(949) 260-9183

robert@johnstokesfinancial.com

Always a numbers guy, Rob is also an avid golfer learning from his father when he was eight years old. He golfs now with family members and clients and helps them with their golf game as well as their financial life. Rob aspired to be...
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Reese Roberts

Financial Advisor

(949) 477-1245

(949) 260-9183

reese@johnstokesfinancial.com

Reese was always been interested in the financial industry, even investing his own money in the stock market while he was in high school and college. He was able to fulfill his passion by becoming a financial advisor at John Stokes...

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Stefan Gronvold

Financial Advisor

(424) 456-3039

(949) 260-9183

stefan@johnstokesfinancial.com

Originally planning to pursue a career in law, Stefan instead found his passion for investing and wealth management as an intern at a Fortune 100 financial-firm during his senior year of college. Stefan ran his own practice for four...
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Jeff Branson, MBA

Financial Advisor

(415) 590-4935

(949) 260-9183

jeff@johnstokesfinancial.com

Jeff grew up in a household that didn’t discuss money. Understanding that a person’s financial situation controls many aspects of their life, he taught himself everything he could about money. Jeff later decided to enter...
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Tom Krebs

Financial Advisor

(949) 477-1245

(949) 260-9183

tom@johnstokesfinancial.com

Having parents that both worked in the financial industry, Tom’s financial talent formed at an early age and included developing his own individual stock portfolio in high school. Throughout college, Tom learned business acumen...
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Alain Brito

Client Service Specialist

(949) 477-1245

(949) 260-9183

alain@johnstokesfinancial.com

Alain became interested in financial services through the finance and investment courses he took in his college curriculum. While attending college, Alain also started his own e-commerce business where he learned the importance of...
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