CEO

Mark Stewart brings deep industry knowledge and operational/management savvy to the M Stevens Wealth Advisor team.

Mark has 28 years of experience in the financial services business.  After his start with American Express Financial Advisors, Stewart worked at various broker dealers as a trader and operations supervisor in California and Texas. In 1996 he founded Stewart Securities. As a Nasdaq market maker he focused on public listings for over a dozen companies, and actively traded hundreds of stocks. His clients included numerous public companies and corporate executives. In 2010 Mark sold Stewart Securities and prior to M Stevens was a successful Alpha Trader for many of the largest quantitative hedge funds in the world.

Mark also served on FINRA's district conduct committee from 2007-2010 and in addition to the Series 7 license, has also qualified as a securities trader, operations professional, general securities principal, municipal securities principal, options principal, financial and operations principal and Investment Banking principal.

Mark is originally from Los Angeles.                 

 

 

Executive Vice President - Wealth Planning

Michael has many passions in life, two of which are working with numbers and helping people. For Michael, financial planning has allowed him to combine those two. “It’s been more than 20 years in the industry and with the support I receive from M Stevens I am able to focus on what’s important to my clients, their families and their business’s”.

With a focus on providing comprehensive advice and his passion for assisting people on their path to financial independence, Michael’s practice consists of a broad range of clients, from those in the height of their career to someone transitioning into retirement. A business minded person, Michael understands the needs of business owners and thrives in helping entrepreneurs with their complex needs. 

An Investment Adviser Representative with M Stevens Wealth Advisors, Michael holds his Series 7, 63 and 66 licenses, as well as the California Health, Life and Disability Insurance #0C18585.

Michael has fond memories of growing up in Central New York. With great ambitions for him and his family, a U-Haul was packed and Michael and his wife moved to California in early 1995 and “never looked back”.

His wife Samantha, their 18 year old son Matthew and 13 year old daughter Sofia reside in Orange County, CA. Michael enjoys golf and recently decided to take on the challenge of horseback riding with Samantha. As a New Yorker, his favorite sports teams are the Yankees and the New York Giants. 

Executive Vice President - Operations

Eric has been in the financial services industry full-time since finishing graduate school in 1998.  He has extensive experience ranging from client services at mutual fund and insurance companies, financial advising at independent broker/dealers, Managing Partner at a private financial planning firm, Branch Manager at a public investment company to his current role as Executive Vice-President of Business Operations with M|Stevens Wealth Advisors.

 

Eric is a two-time recipient of GAMA International’s Frontline Leader Award and has obtained the professional designation of Accredited Wealth Management Advisor(AWMA® ) from The College of Financial Planning.  He has a MA degree from San Jose State University and a BA degree from UC Davis.

 

Born and raised in the San Francisco Bay Area, Eric and his family currently reside in Orange County, CA.

Senior Vice President - Wealth Planning

Carolyn Wyatt forged her foundation in the Economics Department at the University of Colorado and with more than 20 years of wealth management experience, she provides her clients with professional guidance to meet their financial goals. Her economic insights are heightened by ongoing research and participation in industry events which allows her to provide every client with prudent, personalized counsel and advice to meet their financial goals.

Born and raised in Long Beach, Carolyn is an avid skier, golfer and college sports fan. She has traveled extensively throughout  Europe, Asia, and North America. 

 

Senior Vice President - Wealth Planning

Douglas D. Nelson was born and raised in a small farming community outside Portland, ND. He graduated high school in 1973 and promptly enlisted in the United States Marine Corps where he spent the next four years at various duty stations in California and Hawaii.

After the Marine Corps, he was a bartender at the Waikiki Yacht Club before embarking on a sales career with an international company for eight years. In 1986, he went to work as a sales representative for the Pentel Writing Instrument Company covering the states of Washington and Alaska. He was promoted to Western Regional Manager in April 1990, managing the 13 western states. In 1997, he was promoted to National Sales Manager for the “fine pen” and art division. Doug left Pentel in March 2002.

From 2009 through 2012, Doug was also a part time professor at the University of Phoenix, teaching business and personal finance classes. He is also a partner in a small tax business with approximately 30 clients.

 On March 1, 2003, Doug started his employment with Waddell & Reed after successfully passing his series 7, 66, and life insurance tests. Doug received numerous awards at Waddell & Reed for his accomplishments. In June of 2018, Doug decided he wanted to “venture out” and moved his practice to M Stevens Wealth Advisors located in Costa Mesa, CA.

Doug has a Chartered Retirement Planning Counselor (CRPC) designation, along with his MBA through the University of Phoenix (2003). Doug’s interests include his Harley, martial arts, guitar, traveling, red wine, and, of course finance!

Vice President - Fixed Income
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David is firmly committed to long-term client relationships and through financial planning helps his clients with retirement, education, estate & insurance planning strategies. Through job changes, divorce, births and deaths he works with his clients to make sure their investment strategy and financial plan continue to be tailored to their specific needs. David is a Specialist in working with the Bond Markets and the unique financial planning opportunities presented there.


David enjoys surfing, French press coffee, running with the bulls and jai-alai.

Vice President - Wealth Planning
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In addition to her position with M Stevens Wealth Advisors, Ms. Lloyd is founder and CEO of Integrative Solution Services LLC, providing digital collaboration tools to the disabilities community. Prior to M Stevens, Ms. Lloyd was with State Street Corporation as Vice President of  Sector Solutions where she worked with institutional prospects and clients throughout the Western United States. Prior to joining State Street, Ms. Lloyd was with BNY Mellon (formerly Mellon) as First Vice President and Regional Sales Manager for 11 years. Ms Lloyd has also held Vice President of Sales positions for J.P. Morgan / American Century Retirement Plan Services and Wells Fargo Institutional Trust.  

Kerrie has been in the financial services industry since 1982 and she is a past President and Board Member of the Los Angeles Chapter of the Western Pension & Benefits Conference. She has also participated in the Wharton School of Business Association of Investment Management Sales Executives and she continues with active industry participation in conferences for throughout the United States.

Kerrie earned a Bachelor of Arts degree in Business with an emphasis in Finance from California State University at Fullerton where she also joined the National Financial Management Honors Society.  Ms. Lloyd also holds her FINRA Series 7 license.  In addition, she is a Doctor of Natural Health, NhD, and she is certified in Pivitol Response Therapy for Autism through the Koegel Autism Center at UC Santa Barbara.  

Senior Vice President - Wealth Planning
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Sterling Gary brings exceptional passion to the financial planning process. With over 35 years of financial advising experience, Sterling helps individuals gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. He focuses on a client’s unique goals, needs and objectives and is committed to the tailoring of investments, insurance and the financial planning process. Most important, he hopes you’ll see the value of working with a skilled professional to pursue your financial goals. 

Sterling is active in his community. Volunteerism is in his blood - he has been an active member as well as a member of the board of directors of the Seal Beach Chamber of Commerce. He is a member of Friendship Baptist Church of Yorba Linda Ca. and was past president of the Friendship Development Foundation, a non-profit community outreach provider. He participates in other nonprofit and service related organizations such as the Habitat for Humanity and Olive Crest. He has held past memberships in the local Rotary Club as well as a Paul Harris Fellow and acted as past president of the Anaheim Hills Rotary Club with other Rotary titles such as Asst. District Governor and District Community Service director for Dist. 5320.  He enjoys, golfing, fishing and bowling with a high average of 210.

Sterling is a native of California, with two adult children, Sean, Lauren and Kemo, the family German Shepard.

 

Sr Vice President - Marketing & Business Development

Throughout the course of his 20-year career, Neil Duncan has been dedicated to guiding investors, advisors, and investment firms in the most efficient ways to meet their goals and objectives.  Ensuring that all parties involved have a clear and accurate understanding of the options in front of them while providing thoughtful strategies, Neil has been a highly regarded professional for many years.

A strong leader and dynamic thinker, Neil has designed innovative investment products and unique distribution strategies while insisting on only the highest levels of integrity from himself and his teams.  While representing organizations such as OppenheimerFunds, Transamerica, Charles Schwab, and Principal Financial Group Neil has developed a considerable reputation throughout the country as a trusted voice.  Over the years he has been invited to act as keynote speaker at more than 500 events ranging from small gatherings to large arenas.

Neil currently lives in Denver, Colorado with his wife Stephanie, son Ethan, and their German Shorthaired Pointer Tucker.  His daughter Emma is a professional dancer with the Royal Winnipeg Ballet.  A former 2-sport collegiate athlete, Neil has taken his love for sport and ensured that the youth in his community have a dedicated resource.  Having been a youth soccer coach since 1998, working with hundreds of young athletes in Colorado.  From 2010-2017 he also served on the Colorado Soccer Association Board of Directors as both a Director and Vice President.  He continues to serve the association today on a variety of committees and as a advisor to the CEO. 

Senior Vice President - Wealth Planning

Dan Reinwald is a Senior Vice President at M Stevens Wealth Advisors. Specializing in developing innovative Retirement Strategies to support his client’s goals and objectives.

 

“Walk with Integrity Be the best you can be, your success in life is guaranteed.”

With over 25 years in financial services, with an emphasis in insurance planning, Dan is committed to providing individuals, families, and businesses owners with solutions to their financial objectives. By utilizing tax advantaged investment strategies and solid planning concepts, he has earned a reputation for integrity and professionalism with in the industry. Dan is always keeping up with the latest insurance and financial product trends. Known for his ability to simplify a very complex situation, Dan is a valued asset to his clients and financial partners.

 

Dan enjoys spending time with his wife Darlynne of 31 years.  USC Football, golf and skiing are just a few of his passions.  Living life to its fullest.

 

 

Experience/Achievements

· 25+ years in Financial Services.

· Executive Council New York Life.

· Agency Management for 15 years.

· Million Dollar Round Table Foundation (MDRT) Member.

· Life Underwriter Training Council Fellow (LUTCF®).

· FINRA Series 6,7,63 & 65 Registered Representative. Registrations Through Chalice Capital Partners.

· CA Resident Insurance Agent

· USC Business Management Graduate.

Operations and Sales Assistant

 

Renee works as an operations and sales assistant and makes our office run smoothly.

 

A previous bookkeeper for 10 years in the construction and medical fields, Renee enjoys working with numbers and helping others achieve their goals. 

 

Renee was born and raised in Santa Ana, CA. In her spare time she enjoys spending time with her children and training Brazilian jiu-jitsu.

Vice President - Wealth Planning
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An infinite number of investment choices exist.  Eric Sauve, VP Wealth Planning, seeks to simplify the process. 

 

His 33 years’ experience in mining, corporate finance, investment management, and trust services saw him work with a wide range of people helping them accomplish many diverse outcomes.

 

Sooner or later life’s events distract even the best of us. It’s critical to have an advisor who looks out for your interests and appreciates your time.

 

Eric lives on the peninsula in Newport Beach and enjoys running, biking and swimming at 32nd Street Beach.

Vice President - Wealth Planning

Scott Sandus has created a vast, multi-faced career in Finance that has proven to be a valuable resource in guiding clients to meet their financial dreams and goals.   He started advising retail clients and eventually retirement plan participants at T. Rowe Price.  

Scott had provided extensive retirement plan consulting at Towers Perrin, a global consulting firm, for large company 401(k) plans, such as Fox Entertainment and American Honda.   Shifting to the smaller retirement plan market, he has guided business owners to professional corporations in the financial web they experience to maximize their productive years.

Scott has retained a Certified Financial Planner (CFP) certification since 2014.  He additionally possesses a Series 7, 66 FINRA licenses and holds a CA Insurance license.

Scott grew up in what used to be a sleepy beach town called Manhattan Beach.  He is married and tries to keep up with his twin children who are in pre-school. Scott has been living in Huntington Beach over 20 years.  He is passionate about surfing, skiing, yoga & travelling. 

Vice President - Wealth Planning

Christopher Haddad is a wealth and Institutional money manager and loves helping families and organizations apply prudent analysis and process to managing their assets. He has spent his entire career in the investment business gaining experience with the world’s largest financial institutions in the areas of risk management, portfolio design and investment selection. While advising is his primary job function by day Christopher also enjoys spending time in the great outdoors with his wife and four children.                

Vice President - Wealth Planning

Kevin has been a wise and savvy investor, successfully balancing the nuances of both the Bull and Bear Markets over the past 20 years. 

Kevin's knowledge of insurance planning and market fluctuations coupled with his familiarity of the needs of both business owners and families, allow him to successfully guide his clients through the wealth planning process.

 

An Investment Adviser Representative and Registered Representative with M Stevens Wealth Advisors, Kevin holds his Series 7, 66 and SIE, as well as the California Health, Life and Disability Insurance License #0L78994.

 

Kevin currently resides in Huntington Beach, CA with his Wife Moriah, their Son and Daughter where they have lived for over 20 yrs now.  In his free time Kevin enjoys spending time with his family; traveling, snowboarding, and watching both kids surf, play music and lacrosse.