The Schulten Group of Wells Fargo Advisors

CONNECT

Address:

6700 E. Pacific Coast Highway, Suite 170
Long Beach, CA 90803

Phone:

562-799-2190

Fax/Other:

562-799-2189

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Warren R. Schulten
Financial Consultant
CA Insurance License #0A11426

warren.schulten@wfadvisors.com

  

 


Warren has been advising clients on their financial matters for more than five decades. He received a bachelor's degree from Xavier University and a master's degree from Purdue.  He is active in the Long Beach community and supports numerous charitable organizations. Warren and his wife, Vonnie, have raised four children, all college graduates and all successful in their fields.

Warren's love of the challenging investment world has kept him involved with The Schulten Group, as well as the many long-term relationships with clients. Those relationships have now continued on with client's children and grandchildren. He strongly feels that helping people achieve financial independence will always be very rewarding.

On the personal side, Warren and Vonnie have been very fortunate to maintain an active travel schedule and recently visited all seven continents in an 18 month period. While Warren is still active with tennis, golf, skiing, and fishing, their nine grandchildren are his first priority.

 


 

Rocky Suares 
Managing Director - Investment Officer 
CA Insurance License #0A69497

rocky.suares@wfadvisors.com

 

 


With over 30 years of experience as a Financial Advisor dealing with non-profit organizations and high net worth individuals, Rocky is committed to helping clients make informed investment decisions based on their specific needs to reach their financial goals.  He graduated from California State University Long Beach with a bachelor's degree in business and obtained his Certified Financial Planner™ (CFP®) certification. 

Rocky is an active community leader, supporting many local charities including St. Mary's Medical Center, the Boys and Girls Club of Long Beach, Assistance League of Long Beach, the Jewish Community Foundation and the Archstone Foundation. 

Rocky currently lives in Long Beach with his wife, Julie.  They have two daughters; Chanel, who is a nutritionist in Los Angeles, and Ariel, who is an Interior Designer in Washington D.C. 

 


 

 

Mark Schulten, CFP®
Managing Director – Investments
Senior PIM Portfolio Manager

CA Insurance License #0A37735

  


Since 1984, Mark has been assisting high net worth investors in reaching their financial goals and has taken a special interest in taxation1 and estate investment planning. He graduated from UCLA with a bachelor's degree in economics and obtained his Certified Financial Planner™ (CFP®) certification from the University of Denver in 1990.

Since The Schulten Group was formed in 1992 Mark has helped create a successful, dynamic team that is committed to providing an environment that fosters lifelong relationships and exceptional client service. Mark has received many accolades, including being ranked as one of Barron's Top 100 Wealth Management Teams in the country numerous times.2,3,4

Mark has been an important part of growing CureArthritis.org which funds developmental arthritis research.  He also serves as a trustee for the Earl B. and Loraine H. Miller Foundation.  He and his wife, Lisa, enjoy boating, skiing and golfing with their two teenage children Ryan and Alexa. 

 


 


Allen Schreiber
Managing Director – Investments
Senior PIM Portfolio Manager
CA Insurance License #0D21223

 

Since 1997, Allen has been committed to developing comprehensive customized solutions for high net-worth investors to maximize their current and future wealth.  He works closely with corporations, institutions, executives, and families throughout the country to help achieve the goals and objectives they wish to have.  Allen specializes as a private CFO, leading his clients through the complex financial landscape we have today.

In 1996, Allen graduated from San Diego State University with a bachelor's degree in finance and received his MBA from Chapman University in 1998.  Additionally, Allen is among a distinguished group of financial advisors approved as a PIM Portfolio Manager (Private Investment Management) and is a member of the firm's Premier Advisor Chairman's Council5.

Allen currently lives in Huntington Beach with his wife, Jeanine and their two children, Ava and Preston, who keep them very busy with soccer, baseball, basketball and horse riding. The family also enjoys entertaining, spending time at the beach and following the Lakers, Dodgers and Angels. When he is not spending time with his family, Allen is active in the community and serves on the board of directors for St. Mary Hospital Foundation and The Pegasus School.

 


 

Todd M. Buchner
Senior Vice President - Investments
Senior PIM Portfolio Manager

CA Insurance License #0B91917

 

 

Todd has worked in the wealth management and financial services industry since 1992. He has focused on intergenerational wealth transfer due to his belief that the hard work and the success of one generation should be preserved for future ones.

Todd earned his bachelor's degree from Syracuse University in 1988. Originally from Connecticut, he relocated to Long Beach in the early 90's to escape the harsh winters. He holds Series 7, 63 and 65 registrations, as well as a California insurance license. Todd has also earned the designation of PIM Portfolio Manager (Private Investment Management).

In addition to helping his clients pursue and maintain their financial independence, he enjoys a passion for the arts, traveling, and kayaking. Todd is an avid supporter of numerous charities in the Long Beach and Los Angeles communities, especially the Center Theatre Group, Long Beach Museum of Art, Trevor Project and New Hope Grief Support.
 

 

 

 

John Heckenkamp
Senior Vice President – Investments
CA Insurance License #0B43245

 



For over 20 years, John Heckenkamp has been dedicated to helping his clients achieve their financial goals through the development of a strategic investment plan based on sound principles. John specializes in wealth management, advisory services, and tax efficient investing. He graduated from San Diego State University in 1991 with a Bachelor's Degree in Finance and has gone on to earn his Series 7, Series 63, and his California Insurance License. John has been recognized as a Premier Advisor5 for the past 10 years, a designation for which he is extremely proud.

Born and raised in Orange County, John currently resides in Dove Canyon with his wife Kim and their sons Chris and Eric. When he is not in the office, John keeps up with his sons' basketball games, and enjoys golf, reading, water and snow skiing with his family. He is involved with his church and especially enjoys working with youth, helping them learn and develop a love for the game of golf.

 


 

Merlin C. Micken, CFP®
Financial Advisor
CA Insurance License #0F82328

merlin.micken@wfadvisors.com

  

 

Merlin has been in the finance and wealth management industry since January 2007 and is a vital member of The Schulten Group. In addition to building client relationships, Merlin focuses on market research, trading support and wealth management strategies. Merlin holds his Certified Financial Planner™ (CFP®) certification, Series 7 and 66 registrations, as well as a California insurance license.

With a specialty in the infantry, he served 12 years in the US Marine Corps, achieving the rank of Staff Sergeant. Merlin has been deployed to Japan, Australia, Iraq, and Africa, and he is currently a member of the Veterans of Foreign Wars.

During his time in the service, Merlin attended the Marshall School of Business at University of Southern California and graduated with a degree in entrepreneurial studies and a minor in international relations. Merlin is also the President of the alumni association of the Gakusei Kai student club at USC. Merlin lives in Belmont Shore in Long Beach, where he enjoys playing the guitar, riding his motorcycle, and sailing.P®, ChFC, CDFA

 



Lori Zorn
Financial Advisor 
CA Insurance License #0C60520

 

lori.zorn@wfadvisors.com

  


Lori has worked in the wealth management industry since 1999.  In 2003 she earned her Certified Financial Planner (CFP®) certification  The Chartered Financial Consultant and Certified Divorce Financial Analyst designations followed.6  She has a bachelor's degree from the University of Maryland, College Park.

Lori joined The Schulten Group in 2013 and specializes in all aspects of retirement planning, helping clients with accumulating assets in the early stages, assisting clients with transitioning into their retirement years, producing income to sustain their lifestyles during retirement and passing assets to the next generation. 

 

Lori serves on the board of directors for the Tichenor Support Foundation in Long Beach.  Originally from New York, Lori resides in Huntington Beach with her rescue Chihuahua.  She is an avid fitness enthusiast and enjoys biking by the beach, photography and travel. 

 



Diana Wolf
Financial Consultant
Assistant Vice President

CA Insurance License #0L24607

diana.wolf@wfadvisors.com

 


 

 

Diana started her career in the financial industry in January 2006 working directly with her Managing Director, Rocky Suares.  She holds the Series 7 and 66 licenses as well as the California insurance license.  Diana prides herself on building long lasting client relationships. 

 

In addition, she volunteers with such organizations as Ronald McDonald House of Long Beach, St. Mary's Medical Center Foundation, the Jewish Community Foundation, Assistance League of Long Beach, and the Boys and Girls Club of Long Beach.  She currently serves as President of the Board for the Nonprofit Partnership in Long Beach. 

 

In her spare time she enjoys traveling, photography and golf.  She is proud to have completed the Los Angeles Marathon in March 2013, the Fort Lauderdale Marathon In February 2014 and the Long Beach Marathon in October 2014.

 


 

 

 

Chelsea A. Pletcher, CFP®
Registered Client Associate
CA Insurance License #0K52212

chelsea.pletcher@wfadvisors.com

 

 

 


Chelsea began working in the financial industry in 2012 while attending the University of California-Irvine.   Since graduating with a business economics degree she has become a Certified Financial Planner™ Professional and is a Registered Client Associate.  She currently holds her Series 7 and 66 registrations, a California Insurance License, and is a California notary public. 

 

Chelsea joined The Schulten Group in 2014 with her primary responsibilities being client servicing and new client development.  She focuses on actively meeting the needs of clients to achieve their financial goals. 

 

Since moving from her hometown of Sugar Land, Texas, she enjoys traveling around California and getting to know the state she now calls home.  She resides in Costa Mesa where she loves the beach, doing fitness classes, reading a great book and cooking healthy meals.

 

 
 

 

 

Kylee M. Bowden
Registered Client Associate

kylee.bowden@wfadvisors.com

 

 

Kylee began working with The Schulten Group in 2012 while attending Cal State University Fullerton where she earned a bachelor's degree in communications with an emphasis in public relations. As a Registered Client Associate, Kylee's main focus is to provide an exceptional client experience. Her  primary responsibilities include client servicing, assisting with relationship management and new client development. She is also in charge of planning client events and seminars. Kylee currently hold a Series 7 and 66 registration, and is a California notary public.

 

Kylee and her husband Brock live in their home town of Huntington Beach.  She enjoys spending time with her family, bike rides to the beach and is a member of Mariners Church.

 


 

 

Allie Koualczuk
Client Associate

alexandria.koualczuk@wfadvisors.com

 

 

 

Allie joined The Schulten Group in 2013 and organizes many of our team projects as well as assisting in making the client experience a great one. She is instrumental in keeping the team running smoothly and handles many back office operations.  She earned her bachelor's degree in business marketing from California State University, Long Beach in 2014.

Originally from a small town in Northern California, Allie moved to the Long Beach area in 2009 and now calls it home. She enjoys working out, spending time with friends, and traveling to see her family around the holidays.

 


Bonnie Vaca
Client Associate

Bonnie.L.Vaca@wfadvisors.com

 

 

 


Bonnie began working for Wells Fargo in 2013 and joined the Schulten Group in 2016. Originally from Fullerton, she attended Fullerton College and took an array of courses focusing on English and Criminal Law. She creates daily reports on client asset movement and specializes in client servicing for the team. She has over six years of experience with high value clientele and enjoys meeting clients face to face and getting to know their personal preferences.  

Bonnie is a certified personal trainer with an intense focus on diet and nutrition.  She actively volunteers at the non-profit Midnight Mission in Los Angeles where hot meals are served three times a day to the people of LA's skid row. She enjoys donating blood, having fun with family, meeting new people, and watching documentaries.

 


 

 

Whitney Bruner
Client Associate

 

whitney.bruner@wfadvisors.com

 

 

 


Whitney has been working in the financial industry for 13 years and transitioned to Wells Fargo in 2010.  She is proud to have been recognized for her hard work throughout her career, accomplishments which she believes have helped to lead her to joining the Schulten Group in 2016.

Whitney is passionate about satisfying clients' goals and exceeding their expectations.  She thrives on working to meet clients' needs in many areas, including quality assurance, customer satisfaction and products and services.  She believes that a genuine care for people and making an emotional connection in all interactions is the key to professional success. 

Whitney resides in Long Beach, where she was born and raised.  She attended Fullerton College and obtained an Associate degree in Communications.  She loves to spend time with family, friends, and her dog, and enjoys playing soccer, hiking and listening to music.

 


 

 

 

Ashley Cecala
Registered Client Associate
CA Insurance License #0G81090

ashley.cecala@wfadvisors.com 

 

 

Ashley attended California State University, Fullerton where she earned a Bachelor's Degree in Finance.  She has been in the financial industry since 2008 and has an extensive background in client service.  She currently holds her Series 7 and 66 registrations, as well as California Insurance License. In 2013, she earned her Registered Paraplanner (RP) designation.  

Ashley has joined The Schulten Group with over 8 years of experience. As a Registered Client Associate, she assists clients with day-to-day administrative transactions. She truly enjoys getting to know clients and assisting them with their financial needs. 

Ashley is a Southern California native and currently resides in Seal Beach. In her free time, she enjoys cooking, fishing, and spending time with her family.  Her most memorable catch was on her first fishing trip, where she caught a 23lb yellowtail! 

 


 

 

Brittany Taylor
Registered Client Associate

brittany.m.taylor@wfadvisors.com 

 

 

 

Brittany has more than 11 years of experience working with clients in the financial services industry.  Much of her previous experience was gained while working with a private wealth management team at Morgan Stanley before joining The Schulten Group in early 2017. Brittany has an extensive background in client relationship management, acting as a liaison for clients and their advisors, and performing top-notch client service.

Brittany earned her MBA degree from CSULB and her undergraduate degree in Psychology from UCLA.  She holds her Series 7, 31, 63 and 66 registrations.

Brittany and her husband Brian reside locally with their precious one-year-old daughter and a rescue pup named Koko.  She enjoys Mommy and Me activities with her daughter, road trips to the Central Coast with her husband, cheering on the Los Angeles Dodgers and UCLA Bruins, and being outside to enjoy the beautiful Southern California weather.

 


 

 

 

Jodie Brennan
Client Associate

jodie.brennan@wfadvisors.com

 

 

 


Jodie originally joined The Schulten Group as a Client Associate in 2008 and is back with the team after taking a few years off to start her family.  She graduated from Chapman University with a Bachelor's degree in Business Administration (emphasis in marketing, management, and finance).  Jodie has over 15 years of experience in operations and project management positions within the financial industry and her specialty is delivering high touch service to clients. 

Jodie enjoys keeping busy with coaching her active sons Braden and Caleb in basketball, baseball and lacrosse.  She and her husband Brian are also active members of their Orange County church.  She is an avid reader when she has free time, and last year she read over 100 books.  

 

1 Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and/or lawyer to help you meet your financial goals.

 2 Rankings are based on data provided by investment firms, Factors include assets under management, experience, industry certifications and compliance record. Investment performance and financial advisor production are not explicit components.

3 The rankings are based on data provided by over 4,000 advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component.

4 2010-2016: The rankings are based on data provided by over 4,000 advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component.  2009:  The number of advisors shown for each state is based on the total population of the state, so larger states have larger listings. The rankings reflect assets under management, revenues, quality of the advisors' practices and other factors. Total assets are all assets overseen by the advisor's team, including some that are held at other institutions. Assets managed for institutions are given less weight in the scoring. Portfolio performance is not a criterion because most advisors do not have audited track records. Criteria was based on more than 3000 filtered nominations from more than 100 investment, insurance, banking and other related independent financial service firms.

5 The Premier Advisors designation is held by a select group of Financial Advisors within [Wells Fargo Advisors/Wells Fargo AdvisorsFinancial Network] and reflects a high level of standards as measured by one or more of the firm's criteria for revenue generation, educational attainment and client-service best practices.

6 The use of the CDFA™ designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

7 The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional's consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner's future performance. 1,700 [Orange County] wealth managers were considered for the award; 255 were named Five Star Wealth Managers. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional's consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.

 

 
 
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