|
|
|
|
|
|
|
|
|
Pat Zanuzoski
Vice President Development
and Client Communications | |
|
|
|
|
|
Click here to view our Team Chart
|
|
|
With the free Adobe® Acrobat® Reader® software, you can view and print Adobe Portable Document Format (PDF) files.
To download this free program, click a link above. |
|
| |
| |
 Stephen J. Kipp, MBA, PFP
President & CEO
Principal Wealth Advisor
As President & CEO of Kipp Financial Group, Stephen Kipp leads a talented team of professionals dedicated to making client goals the center of our universe. With more than forty years of combined professional experience, he has a wealth of diversified knowledge and insight that has helped generations of clients.
Stephen earned the professional designation of Personal Financial Planner (PFP) through the UCLA Graduate School of Management. He earned his MBA from Cal State Northridge and a Master's in Public Administration from USC. He holds a Series 24, Series 7, Series 22 and Series 63. He also holds a Life, Health and Disability License through the California Department of Insurance (CA #0665147).
Stephen is deeply involved in his community and is dedicated to supporting, working and sponsoring many local non-profit organizations. Ventura Rotary, Ventura College Foundation, Bell Arts Factory, the Rubicon Theatre Company, Ventura Music Festival, Boys and Girls Club, Focus on the Masters and Canine Adoption Rescue League are just a few of the organizations -- his deep support of many of the community based organizations bring a singular approach to clients who also want to be a better part of their community.
He is a third generation resident of Ventura County, where he lives with wife Lynn and son Lucas. Mr. Kipp grew up in Ojai and Oxnard, California. They have four grown children and nine grandchildren.
Email: Stephen.kipp@npbfg.com
Back to top |
|
 Julie A. Pritchard
Chief Administrative Officer
Executive Vice President
As Chief Administrative Officer and Executive Vice President, and Chief Compliance officer for the firm, Julie is responsible for overseeing the everyday activities of our office. Her 25 years of management experience and skills enable us to maintain our high level of service to our clients. She holds a Series 6 securities license, a California Insurance License (CA #0C45901), and is a Notary Public.
Before joining Kipp Financial Group, Julie received valuable experience working as the Operations Manager for a financial planning firm, as well as a successful 10-year stint as Plant Manager for Chicago Title/Security Union - sharpening her problem-solving skills to a fine edge.
Julie lives in Ventura with her husband Paul, a teaching professional of the PGA. They have two sons at home, a grown daughter and two grandchildren.
Email: julie.pritchard@npbfg.com
Back to top
|
|
 William A. Brelih, MBA
Vice President-Corporate Planning
Bill is our Vice President of Corporate Planning. He works directly with Stephen as corporate consultant for strategic planning, and helps guide the vision and growth of our company. Bill joined us in 1995, after working for more than 30 years in the defense industry. He uses his decades of management experience to help us better meet the needs of our clients.
Bill received an Engineering degree from The University of Cincinnati and a Masters degree in business administration from Cal Lutheran University. He holds a Series 6 securities license.
Bill resides in La Quinta, CA with his wife Pat, a retired registered nurse. They have three grown children and six grandchildren.
Email: bill.brelih@npbfg.com
Back to top |
|
 Pat Zanuzoski
V.P. Business Development and Client Communications
Pat Zanuzoski, joined our team as our Marketing/Business Development Manager and was promoted to Vice President Business Development and Client Communications as our company began its expansion. A big title for such a tiny frame, but she’s taller than most in experience. Pat’s background is strong in publishing, promotions, membership and business development. She worked in the non-profit world for the past 10 years and publishing for 20 years and 5 years in the aviation industry before joining our team. She has an AA degree in Business from Mt. Aloysius College in Cresson, PA.
Pat lives with her husband, George, a retired TV news cameraman for NBC in Camarillo. They have two grown daughters. In her spare time she likes to make jewelry and find new wineries along the central coast.
Email: pat.zanuzoski@npbfg.com
Back to top |
|
 Charles B. Huffer, MS, PFP
V.P. Financial Planning / IT,
Wealth Advisor
Chuck is a vital member of Kipp Financial Group's team of professionals dedicated to making client goals the center of our universe. He earned the professional designation of Personal Financial Planner (PFP) through UCLA. With a Master's degree from Ohio State University and more than 15 years of financial planning experience, he combines distinguished educational credentials: Series 7, Series 24 and a Life, Health and Disability License through the California Department of Insurance (CA #0A11794), with real world experience.
As a member of our Investment Advisory Committee, Chuck helps establish investment management policy, and co-conducts our portfolio review sessions with the team.
Chuck is a member of the Financial Planning Association and was a founding board member of the Ventura County Chapter. He is very involved in his community where he coaches AYSO soccer and has served on boards of several non-profit organizations. He lives in Thousands Oaks with his wife, Gwen, a local pediatrician They have two grown children.
Email: charles.huffer@npbfg.com
Back to top |
|
 Randal R. Carson
V.P. Portfolio Management
Wealth Advisor
Vice President and Wealth Advisor Randal R. Carson brings more than 25 years of experience in the financial industry to the highly talented ensemble practice of Kipp Financial Group. His diverse background includes knowledge in life insurance, portfolio selection and management, fixed income management, equity trading and planning for financial futures.
Randal earned his Bachelor of Arts degree in Economics from UCLA in 1979 and holds seven securities licenses, including the Series 7 General Securities Rep, Series 4 Registered Options Principal, Series 24 General Securities Principal, Series 53 Municipal Securities Principal, Series 55 Registered Equity Trader and Series 66. He also holds a Life, Health and Disability license through the California Department of Insurance (CA #0F84780). PFP in progress.
He is a fifth-generation native of Southern California and has been a resident of East Ventura County since 1982. Carson Peak, in the High Sierra’s June Lake loop, is named after his great-grandfather, Roy Carson, who established Carson’s Camp Resort at Silver Lake, CA. Several original cabins built by the Carson family in the 1920s are still standing and remain in use by the current proprietors.
Randal, who resides in Westlake Village with his wife Adrienne and son, has served as a volunteer coach for AYSO soccer leagues, the U.S. Youth Volleyball League and National Junior Basketball and is a member of the Sunrise Rotary Club of Westlake Village. An outdoor enthusiast, he enjoys tennis, golf, skiing, hiking and fishing.
Email: randal.carson@npbfg.com
Back to top |
|
 James E. Eckley, II
Strategic Wealth Advisor
Financial Planner
Jim Eckley brings nearly 25 years of experience in the financial services industry to Kipp Financial Group. Prior to his current position, Jim served as vice president, regional sales manager for a national financial organization, with a focus on estate planning, retirement planning and financial services to the public, private and non-profit sectors. He also conducted high-level training programs on retirement income planning, annuities, life insurance, and other investment planning matters.
Jim is a Registered Representative in the field of retirement income and now applies his vast knowledge to provide retirement strategies to our clients. He is a member of the National Association of Insurance and Financial Advisors, holds a Series 6, 63 and 65 licenses and a Life, Health & Disability License through the California Department of Insurance (CA #0C61372).
Jim is a graduate of The Ohio State University with a BS in Psychology.
Jim is proud of his community, and believes in giving back to it. He is a past member and Director of the Financial Planning Association of Ventura County. Through his membership the Sunrise Rotary Club of Westlake Village, Jim participates in many charity ventures. He and his wife Cathy have lived in the Conejo Valley since 1997 and have three boys.
Email:jim.eckley@npbfg.com
Back to top |
|
|
 Cullen W. Crabbe
V.P. Insurance Services
Financial Planner
Cullen Crabbe is one of the newest additions here at Kipp Financial Group. He brings over 10 years of professional business development / management experience along with an extensive background in equity and debt management. Prior to his current position, Cullen was vice president and production manager at one of Arizona’s top financial firms with a focus on equity and debt management.
Cullen is a specialist in his field and now applies his vast knowledge to assist our advisors in providing equity and debt management strategies to their clients. He is a member of the National Association of Mortgage Brokers, and holds a Series 7.
Cullen and his wife Emily are proud parents of one daughter. Cullen is an outdoors kind of guy, he enjoys hunting, fishing, camping along with health and fitness.
Email: cullen.crabbe@npbfg.com
Back to top |
|
 Kathy A. Smith
V.P. Operations
Senior Client Services Manager
Kathy is the Vice President of Operations e and Senior Client Services Manager. She is responsible for assisting you with all aspects of our service. She is your liaison with the various investment and/or insurance companies selected on your behalf. With over 30 years of customer service experience, you will find her a caring and competent guide you can trust throughout the years. Kathy holds a Series 6 securities license.
Kathy's experience includes a successful 27-year career with Southern California Edison. There, she worked with different businesses to help them be energy efficient and cost-effective in their business operations - skills she applies to good use for our clients.
Kathy lives in Ventura with her husband Bob, a retired Manager from Edison. They have two grown sons, and six grandchildren.
Email: kathy.smith@npbfg.com
Back to top |
|
 Stephanie Belitski
Client Service Manager
Stephanie brings over 14 years of sales and customer service experience to her new position as a Client Service Manager. She works closely with her clients monitoring their transitions and investments. She holds a Series 6 securities license and is a Notary Public.
Stephanie lives in Ventura with her husband, Brian, and is attending Ventura College to further her academic endeavors. To stay in shape she rides her beach cruiser and jogs.
Email: Stephanie.Belitski@npbfg.com
Back to top |
|
 John Paul Pritchard
Administrative Assistant / Client Services
Welcome to the “Voice” of our organization, John Paul Pritchard. He is the first person you’ll speak to when calling our office.
John resides in West Los Angeles with his wife Lauren, is a member of the Channel Coast Basketball Officials Association and is working his way back into coaching high school football here in Ventura. He is a student at CSUCI finishing his BA in history then hopes to begin working on an MBA.
Email: John.Pritchard@npbfg.com
Back to top |
| |
| |
|
Adobe Acrobat Reader