Our dynamic team helps you build and protect what is yours for generations to come.

Mark’s career in the financial services industry began in 1987. Throughout the years, in addition to the role of Investment Advisor, Mark has served in various leadership and management roles. Mark is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Chartered Mutual Fund Counselor℠. Mark also currently serves on the Board of Directors for Waymakers. This Orange County, non-profit organization provides services to victims of crimes and strives to divert at-risk youth from the juvenile justice system. Mark is from Southern California and loves the outdoor sports that So Cal affords: golfing, fishing, snow skiing, hiking, dirt bikes, 4 wheeling, just to mention a few. And, although he has beached his surfboard for the most part at this point in his life, he still loves getting out there to give it a try occasionally.

In 2015 she co-founded Purus Wealth Management and currently serves as Chief Compliance Officer and Managing Director. Bonnie is an Orange County native and enjoys many outdoor activities including golfing, snow skiing, camping, fishing, hiking and dirt vehicles, just to name a few. She is also an accomplished Scottish Highland dancer and teacher. A couple of her prized accomplishments include backpacking the entire 211 miles of the John Muir Trail and climbing Half Dome in Yosemite.

John attended California State University, San Diego, and obtained his bachelor’s degree in business with an emphasis in finance. He is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Chartered Mutual Fund Counselor℠. John and his wonderful wife, Anne, are the proud parents of three thriving adults. When John is not working, he loves spending time with his large, extended family. He also enjoys outdoor activities such as camping and off-roading on his motorcycle in the beautiful California deserts in the winter and the Sierra Nevada in the summer.

She also serves as a member of the Purus Investment Committee and is lead coordinator for the firm’s financial planning and risk management services (under Purus Insurance Services). Laura holds a bachelor’s degree in consumer affairs from California State University, Long Beach. Laura earned the Accredited Investment Fiduciary® (AIF®) Designation in 2016. The AIF® Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. When not working hard for her clients, Laura enjoys spending time with her husband and their two children. In the past year, Laura has started playing tennis, which she really enjoys. She also practices Pilates and she is supposed to learn how to golf, but we’ll keep you posted on that!

Lauren entered the financial services industry in 2007, where she became a licensed Advisor Associate. Lauren is an original member of Purus since its establishment in 2015. Many of her years with Purus were in a Relationship Manager role, working extensively with clients and their unique needs. This provided her with the experience needed for her current role. In an ongoing effort to develop her understanding of the industry, Lauren earned the Accredited Investment Fiduciary® (AIF®) Designation in 2023. The AIF® Designation signifies specialized knowledge of fiduciary responsibility, the ability to implement policies and procedures that meet a defined standard of care and demonstrates understanding of the Prudent Practices® and methodology. Lauren grew up in Orange County and graduated from the University of California, Irvine with a bachelor’s degree in English and a minor in Spanish. She and her husband have two loveable, active daughters. When Lauren is not busy enjoying activities with her family, she appreciates being able to work out, cook, complete DIY projects and do mostly anything outdoors.

Christi has previously held senior leadership roles at Waddell & Reed, Inc., and Washington Mutual. With over 35 years in the financial services industry, Christi has grown her passion for helping people reach their financial goals and lifetime dreams. In her role, she lends her abilities towards the efforts to create a memorable client experience by taking the values the firm was built on and partnering them with all the things that are most important to each of our clients. Christi lives locally in San Clemente where she spends her free time enjoying the sun and sand of the beautiful California beach alongside her amazing husband and adult twins. She loves paddleboarding & taking in a good vintage market on the weekends.

Tiffany is an original member of Purus Wealth Management. Her interest in the financial industry began while attending California State University, Fullerton. After graduating in 2004 with a bachelor’s degree in finance, she began working at Washington Mutual, gaining knowledge and experience in the industry. Tiffany and her husband have three children, and she currently enjoys guiding them through their various stages of life. In her spare time, Tiffany is devoted to coaching competitive softball. She strives to support student athletes in achieving their dreams to play at the collegiate level.

Her favorite activity is bringing concepts to reality and leveraging new, powerful tools to do so. Hannah also works as our Digital Concierge, assisting clients and team members with electronic requests and access to our suite of digital services. Before joining our team, Hannah spent 10 years managing fast-paced retail in the beautiful state of Hawai’i, where she learned exceptional customer service, operational excellence, and the Aloha Spirit. Although she was sad to leave the islands and her friends, she is happy to be back on the mainland with the rest of her family. Insatiably curious and a voracious reader, Hannah’s interests outside of work are broad and eclectic. Her current fascination is the history of science and mathematics. She shares her home and heart with an old dog and a polite snake. When she is not practicing the venerable arts of crochet and knitting, you can find her playing video games or chasing after her niece and nephew. Hannah is working on her bachelor’s in Anthropology and is a commissioned Notary Public that serves the office and our clients.

Carolyn was in her previous role at Wells Fargo Asset Management for 9 years and is happily married to her husband, Alex. She has two children and two grandchildren, with whom she loves spending time. Away from the office, she enjoys fishing and being on the water.

Her passion for nurturing relationships along with her warm and welcoming demeanor is a seamless transition from her previous role and makes her a perfect fit for the PWM CLEAR Purpose Approach to client service. In her free time, Kayley seeks excitement as well as relaxation. She enjoys off-roading adventures, refining her golf swing on the course, and seeking rejuvenation by the river. She actively pursues new experiences with a sprinkle of adventure.