Fullerton Office

Timothy G. Redmond

President

For more than 30 years, Tim has been pursuing his passion for helping people plan for and address their financial goals. He has helped hundreds of clients with a wide array of financial needs, including individual and employer-sponsored retirement plans, life insurance and comprehensive wealth management. During his extensive career, Tim has come to specialize in small business succession planning and retirement plans, investment management and financial planning, including charitable giving strategies.

Tim is an active volunteer with Special Olympics Southern California, previously serving on the board of directors as chairman. With his son, he lobbied in Washington, DC, as a delegate for Special Olympics International. In addition, he traveled to Greece and Morocco in support of the international Special Olympics movement. He is also on the board at Novo Mission, Inc., a non-profit organization that ignites Gospel movements through its 600+ missionaries around the world. He has accompanied Novo directors on trips to visit and encourage staff members in the United Kingdom, Ukraine, Romania and Lebanon, offering his financial specialization along the way.

Tim and his wife Cathy have been married for over 30 years. They are devoted to their family, which includes six adult children and six grandchildren. In his spare time, Tim enjoys tending his expansive backyard rose garden, cycling, and auto racing.

Qualifications:

  • Bachelor of Science, Industrial Engineering – Cal Poly San Luis Obispo
  • Master of Science Financial Services – The American College of Financial Services, Pennsylvania
  • Certified Financial Planner (CFP®)
  • California-licensed Insurance Professional, License 0687279
  • Accredited Investment Fiduciary (AIF®)
  • Certified Kingdom Advisor (CKA®)
  • Member, Financial Services Institute
  • Series 7, 24, 51 and 66 Securities Registrations 

Learn More about Certified Kingdom Advisors

Daniel Campbell CFP®

Perfected Wealth Management

Daniel Campbell grew up in Huntington Beach, CA. He played basketball at Mater Dei High School and earned a scholarship to Biola University. He served as captain of the Men’s Basketball team and earned his bachelor’s degree in business. After college, Daniel played a season of professional basketball in Braunschweig, Germany, and was able to travel all over Germany and surrounding European nations. He now has a major travel bug! His favorite European city is San Sebastian, Spain.

Daniel started his career in Wealth Management at a boutique firm in Pasadena, CA. He then was recruited to Merrill Lynch to serve as a financial planner advising Bank of America’s premier cliental. In his time there, he earned both the Chartered Retirement Plan Counselor℠ and the CERTIFIED FINANCIAL PLANNER™ designations. In 2015, Daniel founded Perfected Wealth Management with a passion to create Comprehensive Wealth Plans that allow clients to navigate and thrive in each stage of their financial life.

On a personal note, Daniel is married to the love of his life, Corina, and has a baby girl! He resides in Irvine, CA and enjoys spending time with his family and friends on the weekends. When he can find the time he enjoys playing a round of golf at Strawberry Farms or a sunset surf session at Brooks Street in Laguna Beach.

Jonathan Whitmore

Financial Paraplanner (CFP® Preliminary)

Jonathan joined Perfected Wealth Management in early 2023 as a Financial Paraplanner. He has been an incredible addition to the PWM team, recently earning his CFP®! In his own words, finding PWM was a “God Thing”. Armed with a degree in Architectural Engineering from Cal Poly SLO, he exhibits a strong grasp of numbers, coupled with a deep care and genuine love for people. He spent 19 years in college ministry, successfully leading teams within the organizations he worked for.

Jonathan has always harbored a passion for wise investing. He is exceptionally detail-oriented, systems-driven, and possesses a unique ability to solve and simplify complex situations - attributes crucial in Financial Planning. Currently, he is immersed in "Managing Retirement Plans to Meet Today’s Challenges" and frequently tunes into podcasts such as Kitces and Carl. This underscores his real-time commitment to remaining sharp and relevant in all facets of Wealth Management.

Joel Aragon

Operations Manager

Joel has over 7 years of experience with Newcastle Financial Advisors, and over 4 years in his current role as Operations Manager. He oversees the onboarding process and client experience, including the implementation of transaction requests. Joel serves as lead liaison for all office personnel and business operations. He consistently provides exceptional customer service and works diligently to build meaningful connections with clients and colleagues. 

After years of training in Linguistics, Joel is fluent in Spanish and conversational in Italian & Portuguese. Joel has been married to his husband Jason for over 2 years. They enjoy traveling and going to live concerts. They reside in Long Beach with their 2 fur babies and can be found most weekends at Rosie's Dog Beach. 

 

 

Elsie Njuguna

Director of Client Service

Elsie plays a vital role within Perfected Wealth Management. She is Daniel’s right hand as well as PWM’s Director of Client Service. Elsie grew up in Nairobi, Kenya, where she was raised by entrepreneurial parents. Her love for business and entrepreneurship influenced her collegiate studies, where she double majored in Finance and Accounting from Strathmore University.

Elsie began her career in Finance in 2011 with Bank of America, and then transitioned to Wealth Management in 2014. In 2015, she played a crucial role in launching Perfected Wealth Management - a defining moment for her career. At the heart of her current position is a sincere care for PWM’s clients, understanding that this care underpins the success of PWM. She is also an incredible teammate who is very dependable, works diligently, and consistently goes above and beyond.

Selah Berkeley

Client Service Associate / Executive Assistant

Selah assists within Perfected Wealth Management as a Client Service Associate and an Executive Assistant to Tim. She joined the PWM team in 2024 to help cultivate a welcoming and professional atmosphere for clients while ensuring smooth office operations. She earned a BA in Studio Art at California State University, Long Beach and has worked as an Illustrator with numerous creative professionals.

With a background in the creative industry and an eye for detail, Selah values thoughtfulness and loves to go above and beyond to serve others and bring joy to the mundane of life. In her role, she maintains organized systems and manages client services so that all financial experiences with PWM are efficient and reliable for each client.

Martha Campbell

Medicare Specialist

Martha graduated from Cal Poly University, Pomona, with a B.S. degree in Business Management. In the early part of her career, she worked for Northrop Corp. as a Business Analyst where she helped introduce personal computers into the Finance department. Since she was residing in Huntington Beach, she decided to be closer to home and pursued a career in local government at the County of Orange. Martha worked for Orange County Government for 27 years where she had various leadership roles in Information Technology Project Management, Training, and Leadership Development.

After retiring early from the County, Martha started her 2nd career working for her son Daniel at Perfected Wealth Management, as the Medicare Specialist. She earned her CA Life and Health Insurance license and found that her passion to help others is a great fit for assisting clients in navigating the Medicare insurance world.

On a personal note, Martha lives in Orange and enjoys a healthy and active lifestyle. Her hobbies include hiking, golf, travel, piano and most recently, enjoying her first granddaughter Mykah.


*Not Associated with Osaic Wealth, Inc.

Orange Office

M. Scott Huddleston

Financial Advisor

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Beginning his career in the life insurance business in 1980, Scott began to acquire his securities licenses in 1983 to focus on more comprehensive financial planning. Since the 2000’s he has been working primarily with prosperous families to design a financial road map to allow his clients to plan for retirement, build or preserve wealth, create a family legacy, including charitable giving. As an Investment Advisor Representative (IAR), he offers advisory services utilizing a fee-based platform incorporating strategic and tactical styles. Under the fiduciary standard, he acts in the best interest of his clients and puts their interests first. Scott has three grown children, who are currently working with non-profit organizations and serving in the military. He, and his wife, Peggy, are actively involved in their local church and community. In addition to helping people with their financial needs, he enjoys being outside in beautiful Southern California weather, spending time with his family and two grandchildren, drives with his fellow sports car club members, and an occasional round of golf. 

Qualifications: 

  • Bachelor of Science, Finance & Investments – California State University, Long Beach 
  • Member, Society of Financial Service Professionals 
  • Series 7, 24, and 63 Securities Registrations 
  • Chartered Life Underwriter and Financial Consultant – The American College of Financial Services, Pennsylvania 
  • Investment Advisor Representative through SagePoint Financial/Ameriflex Group

Pamela Densmore

Operations Manager

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Having begun her career with EF Hutton, Pamela has over 30 years of experience in the securities and wealth management industry.  She manages the client experience by providing support to all facets of the investment process, handling the day-to-day inquiries from clients, and acts as a liaison between custodians and investment managers.  Her passion is cultivating long-term client relations with superior customer service. 

Pamela and her husband Al have been married 32 years and have 2 children.  They are both very active in their local horse community and church.  Pamela also has a passion for philanthropic work.  She is an Honorary Life Member of The National Charity League, Inc. and is a current board member of her local chapter.  Along with providing deep bonds with family and community, this organization enables her and her daughter to support and serve alongside local philanthropies, including her favorite - fostering retired Greyhounds. 

Pamela has acquired over the years several securities registrations, is an Accredited Investment Fiduciary (AIF®), and is a California-licensed Insurance Professional, License 0A09294

Allen Taylor

Financial Advisor

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Allen started his career as an officer in the United States Air Force before transitioning to work as an executive in the aerospace industry. He entered the financial planning profession as an advisor at Waddell and Reed, Inc., before becoming an independent advisor and co-founder of Fusion Point Financial in Orange, CA. After our merger with Fusion Point Financial, Allen joined the team at Newcastle Financial Advisors, Inc.

Allen is passionate about offering his clients access to world-class investment tools and financial planning knowledge. He specializes in providing financial planning and portfolio diversification for individuals and businesses experiencing life transitions. After working collaboratively with his clients to formulate an appropriate risk budget, he dynamically manages their accounts within that budget. His client focus includes executives in and out of job transition, privately held businesses, professionally designated individuals and groups, advisor-directed corporate trusts, succession planning for individuals and business owners, and families in need of services such as college, retirement, long-term care and legacy savings plans.

Allen works with his wife and business partner, Sherry, which provides clients with two different perspectives to help as they work towards their goals.
His hobbies include collecting antique books, high-end audio—including the playing of vinyl records—wine tasting and landscape photography.
Qualifications:

  • Bachelor of Arts, Psychology, and Secondary Teaching Certificate – University of Colorado
  • Masters of Business Administration – University of North Dakota
  • Series 7 and 66 Securities Registrations 
  • California and Washington state licensed insurance professional, CA Insurance Lic.#0F53248 & WA Insurance Lic.#885313
  • Life Underwriter Training Council Fellow (LUTCF) – American College and the National Association of Insurance and Financial Advisors
     

Sherry Taylor

Financial Advisor

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Sherry began her career in the corporate world in finance and eventually transitioned into human resources where she worked with individuals to meet challenges, overcome obstacles and accomplish goals. Now, as a financial advisor at Newcastle Financial Advisors, Sherry uses that valuable experience to help her clients with their financial planning needs.

Sherry enjoys working with executives in transition and specializes in retirement planning, strategic portfolio design, legacy planning and risk assessment. She also enjoys working with women to address their unique financial challenges.

Sherry possesses strong interpersonal communication and listening skills. She is known for forming strong personal relationships with her clients that develop and last over time, creating a safe and confidential environment that helps ensure trust and security. Her favorite phrase is, “I have never met anyone I couldn’t help.”

Sherry works with her husband and business partner, Allen, which provides clients with two different perspectives to help them pursue their goals.

An artist who enjoys working in several mediums, Sherry also enjoys cooking, gardening, and spending time with Allen and her son and grandchildren. Sherry is proud of her previous involvement and service as the Executive Board President for the Orange County Children’s Therapeutic ARTS Center (OCCTAC) in Santa Ana, a non-profit charity that provides education in the arts for all children, including at-risk youth, those with learning disabilities, and their families.

Qualifications:

  • Bachelor of Science, Business Administration – University of La Verne 
  • Series 7 and 66 Securities Registrations 
  • California and Washington state licensed insurance professional, CA Insurance Lic.#0F18836 & WA Insurance Lic.#884120
  • Life Underwriter Training Council Fellow (LUTCF) – American College and the National Association of Insurance and Financial Advisors