RS CRUM - Key Persons
Mr. Sexton is a co-owner of RS Crum and serves as the lead financial advisor for many of the firm's clients.
With RS Crum since 1996, Dan is the most senior member of the RS Crum team and has actively participated in nearly every facet of the business. He currently manages the Trading and Account Administration team and is the firm's Compliance Officer. Dan is well versed in a variety of financial planning areas and works closely with all of our advisors to ensure seamless integration of investment objectives. Dan graduated from California State University, Long Beach with a Bachelor of Science in Business Administration and a Minor in Economics. Dan received his Certified Financial Planning designation in 2009 and is an active member of the Financial Planning Association (FPA).
Dan and his wife, Kristi, are empty nesters with one daughter, Cassie. Dan and Kristi are active supporters of Alley's Rescue Angels, a Siberian husky rescue, from which they have adopted two huskies, Timber and Xander, and one imposter, Ajax. All to the chagrin of their cat, Rogue.
Job Titles:
- Director of Trading and Account Management
Mr. Jankowski is the Director of Trading and Account Management for RS Crum.
Doug joined the RS Crum team in 2016 with over 20 years in the financial services industry. Doug's experience expands over many areas including: operations, client service and portfolio management. His background has had an immediate impact on Trading and Account Management at RS Crum.
Doug has a Series 65 Investment Adviser license from NASAA. Doug graduated from Kent State University with a Bachelor of Science degree in Architecture.
Doug is married and lives in Tustin with his wife Judy and their son Joe. Their daughter Amanda is currently attending Duke University.
Doug spends many of his Saturdays volunteering as a referee for American Youth Soccer Organization in Tustin. He has been volunteering for AYSO as a coach and referee since 2000. He enjoys being out there applying the laws of the game and making it a safe environment for the kids.
One goal I'm saving for…
Hanna joins us from Madison, Wisconsin where she completed her B.S. in Personal Finance with a concentration in Financial Planning at the University of Wisconsin. Hanna recently accomplished all requirements set forth by the CFP Board of Standards and has been awarded the CFP® (Certified Financial Planner) marks, making her one of the youngest CFP® practitioners in the country.
Actively involved in the community, she is a proud committee member of SheVest, a group dedicated to inspiring women to excel in personal money management, a member of the Orange County FPA (Financial Planning Association), National Association of Personal Financial Advisors (NAPFA) and Big Brothers Big Sisters of Orange County.
Hanna enjoys spending her free time at the beach or hiking, trying to soak up as much Southern California sun as possible.
Job Titles:
- Co - Owner
- Certified Financial Planner
Mr. Theriault is a co-owner of RS Crum and serves as Senior Financial Advisor to many of the firm's clients.
Jon joined RS Crum in 2008 after 13 years of providing specialized financial advisory services to business owners, including running his own mergers and acquisitions firm. As a result, he has a unique understanding of the emotional and complex decisions that impact business owners and families as they contemplate major transitional events.
Mr. Theriault is a Certified Financial Planner (CFP®). He is also a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), and is a Charter Board Member of The Center for Investment and Wealth Management (CIWM) at UC Irvine.
Jon regularly volunteers his time to provide personal financial advice through his local schools and community. He is currently serving on the Board of Directors for the Los Alamitos Education Foundation (LAEF). Jon holds a Bachelor of Science in Business Administration from the University of Arizona and an MBA in Finance from Pepperdine University.
Jon lives in Seal Beach with his wife and three children. He enjoys playing golf and supporting local youth sports teams, where he has served as a coach for many years. With their kids getting a bit older, the Theriault family is planning to travel as much as they possibly can knowing college is right around the corner.
Ms. Behunin serves as the Operations Manager for RS Crum.
With RS Crum since 2013, Ms. Behunin brings a diverse background of experience in the areas of professional office administration, operations and human resource management. Lynne is currently responsible for managing RS Crum's day-to-day operations and works with all of our advisors in a client service capacity when needed.
Lynne has her Bachelor degree from the University of California Davis and is a longtime resident of Newport Beach. A Southern belle at heart (born and bred), she enjoys walking outdoors and has a great appreciation for the arts.
One goal I'm saving for:
Mr. Rylance is a co-owner of RS Crum and serves as the lead financial advisor for many of the firm's clients.
Mark joined RS Crum in 2003 after spending several years building his own financial advisory practice with Merrill Lynch. Actively involved in the community, he is a past President and Chairman of the Orange County Financial Planning Association (FPA), a member of both the National Association of Personal Financial Advisors (NAPFA), as well as the Sudden Money Institute™, and is a Charter Board Member of The Center for Investment and Wealth Management at UC Irvine.
Mark has volunteered his time on a number of philanthropic projects, including Advisors in Philanthropy (AIP), Junior Achievement, Working Wardrobes, the Ronald Simon Foundation, and "It's Your Money". Mark is a graduate of the University of Arizona with a Bachelor of Science in Business Administration.
When Mark is not at work or spending time with his family, there is a good chance that you can find him on a tennis court with his family or friends, out for a run on the beach, or watching an Arizona Wildcats game. Mark lives in San Clemente with his wife Holly and their two children Avery and Evan.
Job Titles:
- Advisor
- Associate
- CFP
- CFP® Associate Advisor
Mr. Christensen serves as an Associate Advisor at RS Crum, assisting in the areas of financial planning, operations, and client service.
Mitch joined RS Crum in 2020 after four years of providing financial services to clients as a Certified Public Accountant (CPA). While working as a CPA, he specialized in tax compliance for real estate investment partnerships and alternative investment funds. Mitch recently became a Certified Financial Planner™ professional. He is also a member of the Financial Planning Association (FPA) as well as the National Association of Personal Financial Advisors (NAPFA). Mitch holds a Bachelor of Arts degree in Business Economics with a minor in Accounting from UCLA.
In his free time, Mitch enjoys snowboarding, playing basketball, and spending time with his wife at the beach.
Job Titles:
- Lead Advisor for a Number
Mr. Stark serves as the lead advisor for a number of the firm's clients and is also RS Crum's Director of Financial Planning.
Pat joined the firm in 2011 after spending over 20 years in the aerospace and technology industries, where he held a variety of positions in program management, engineering, operations management, and plant management.
Well versed in all aspects of financial planning, Pat works closely with all of our advisors while handling a wide array of financial planning issues for clients. He is a member of both the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). Pat serves on the advisory board of UCLA's Personal Financial Planning program and is a frequent guest speaker at UCLA financial planning classes. Pat also provides financial counseling to military personnel and their families during various phases of deployment and reintegration.
Mr. Stark has a Bachelor of Science in Chemical Engineering from U.C. Davis, a Certificate in Personal Financial Planning from UCLA, and a series 65 Investment Adviser license from the NASAA.
Pat was born in Colorado but has lived most of his life in California. He grew up in a small town called Paradise (yes, Paradise!) about 100 miles North of Sacramento. After attending college in Davis, he moved to Southern California and currently lives in Long Beach with his wife and son.
Pat enjoys running, swimming, biking, skiing, beach volleyball, and pretty much anything that gets him outside. He and his family love visiting national parks and have great memories of Yellowstone, Death Valley, Yosemite, Zion, and Joshua Tree. A lifelong Raiders fan, he still reminisces about their Super Bowl seasons and has nightmares of the infamous "Tuck Rule" game.
Ms. Zertuche is RS Crum's Client Service Manager.
Terry has been with RS Crum since 2014. She has over 20 years of experience in the financial services industry serving as an executive administrative assistant and customer service representative. Terry works with all of the advisors to provide client service, oversee the firm's administrative processes, and assist management with the day-to-day operations. Terry resides in Ladera Ranch and is a mother of two children.
Terry's son is getting ready to attend college in the fall and plays Varsity Baseball. Her daughter is a sophomore and is on the Varsity Song Team. She loves spending her time watching her son on the field and attending competitions to cheer on the Song Team. As a family, they are very involved with their church in Rancho Santa Margarita.
One goal I'm saving for:
With an appreciation for the fact that every financial situation is different, our advisors work as a team and take the time necessary to look at each client's unique and often complex circumstances - not just their brokerage accounts - to make sure we understand the big picture.