Broker Check

Team

Jonathan Barrera

Financial Representative

512-423-3250

j_barrera@thewp2.com

Jonathan was born in Wisconsin where most of his family resides. He went to high school in Las Vegas so he understands at life isn’t always about the gamble but making strategic and informative decisions executes a healthy...

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Raquel Naranjo

Financial Representative

805.883.3944

raquel.naranjo@westpacwealth.com

Raquel grew up in Bishop, California. After graduating from Bishop Union High School she moved to Santa Barbara where she attended Santa Barbara City College and transferred to the University of California, Santa Barbara. She graduated...

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Jim Magner, JD, CLU, ChFC

Second Vice President

Expertise: Estate Planning, Business Continuation Planning and Non-Qualified Executive Fringe Benefits Planning; Premium Financing; Captive Insurance Companies Jim Magner received his BA, MA and JD from Boston College. Jim has been in...
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Michael Geeraerts, CPA, JD, CGMA, CLU®

BRC Consultant

Expertise: Income, Gift, and Estate Tax Planning Michael is an advanced markets attorney and CPA at the Business Resource Center for Advanced Markets at the Guardian Life Insurance Company of America. Michael advises Guardian Financial...
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Cynthia L. Hearing, JD, ChFC®, CLU®, CLTC, CAP®

Lead Senior BRC Consultant

Cynthia Hearing is a Senior Business Center Consultant at the Business Resource Center for Advanced Markets at the Guardian Life Insurance Company. In this capacity, Cynthia provides case consultation, case design support and technical...
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Mark T. Brumbaugh, JD 

Senior BRC Consultant

Expertise: Business, Estate & Charitable Planning and Executive Benefits Mark is an advanced markets attorney at the Business Resource Center for Advanced Markets (BRC) at the Guardian Life Insurance Company of America, and assists...
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Bryan T. Davis, CFP®, ChFC®, CLU®

Senior BRC Consultant

Expertise: Business planning, Non-qualified plans, Qualified Plans, Estate PlanningBryan is an advanced markets consultant at the Business Resource Center for Advanced Markets (BRC) at the Guardian Life Insurance Company of America....
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Paul R. McDonald

Director of Advanced Case Design

Expertise: Business, Estate, Income Tax, and Charitable Planning Paul is the head of the Advanced Case Design Unit at the Business Resource Center for Advanced Markets at the Guardian Life Insurance Company of America, and assists...
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Jeffrey Klappholz, CLU® 

Case Development Manager

Expertise: Illustrations: Non-Qualified Executive Benefit Plans, Business Planning, Estate Planning, Long Term Planning, Inforce Illustrations. Product Knowledge, Illustration Systems Jeffrey is the Case Development Manager at the...
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Hang Wong

Advanced Markets Specialist

Expertise: Illustrations: Non-Qualified Executive Benefit Plans, Business Planning, Estate Planning, Long Term Planning, Inforce Illustrations. Product Knowledge, Illustration Systems Hang is a Case Development Specialist at the BRC...

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