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

M. Scott Huddleston

Financial Advisor

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

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.

Joel Aragon

Operations Manager

Before joining the team at Newcastle, Joel worked as an executive assistant. Having a passion for languages, he had previously studied Spanish at the University of Madrid, Spain. Most recently, he lived and worked in Puerto Rico as an executive assistant to a Real Estate developer. Being able to incorporate his desire to help people with his love for Spanish is what continues to drive him professionally. He endeavors to utilize his background and experience in client relations to help him be a liaison for Newcastle to the Spanish-speaking community.

Although Joel was born and raised in California, he identifies as a “Citizen of the World.” One of his favorite things to do is travel. He’s been to 18 countries (and counting), mostly backpacking. His goal is to visit Iceland and New Zealand in the near future. Besides traveling, music is a huge passion for him; he goes to 2-3 concerts a month with friends. On the weekends, he enjoys bicycling and spending time with family.

 

Pamela Densmore

Operations Manager

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 almost 3 decades 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 0A092 

Elsie Njuguna

Perfected Wealth Management, Client Service Lead

Elsie Njuguna was born and raised in Nairobi, Kenya. She grew up in a family where entrepreneurship was the norm. Her father had multiple businesses and her mother was a pharmacist who owned a thriving pharmacy. Elsie graduated from Strathmore University with a double major in both Accounting and Finance. After graduating, she won a specific lottery (like 1 in a million) that allowed her to receive a special Green Card to try life in the USA. She was a bit nervous, but took a step a faith, and has not looked back since. Elsie officially became a citizen of the USA in February of 2020.

Elsie started her career in finance in 2011 with Bank of America. In 2014, she then shifted into Wealth Management working along side an independent financial advisor as a Client Associate. In 2015, Elsie helped launch Perfected Wealth Management and has since played a significant role in both business operations and client service. She has a passion for financial planning, and loves to see the clients of Perfected Wealth Management succeed in all areas of their lives.

On a personal note, Elsie resides in the beautiful Irvine, CA. In her free time, she enjoys hiking, walks on the beach, and drinking coffee with friends.

Sabrina Mack

Client Service Associate

Sabrina was born and raised in Blythe, California. She is the eldest of 12 children. Growing up her parents were foster parents and youth leaders in her local church which sparked her passion for youth and helping others achieve their optimum potential though meeting their everyday needs. 

She earned her business administration certificate from Long Beach Community College and has worked for the Rite Aid Corporation for 14 years, having varied positions from a cashier to a Regional Human Recourse Administrative Assistant. Looking for an opportunity in a new field she joins us with one thing in mind, “In every way be a role model of good actions: with integrity and dignity.” Titus 2:7. In the off hours, Sabrina cooks, singing along the way (or humming), or hanging with her friends & young people through her relationships at church.

Martha Campbell

Perfected Wealth Management, Resident Insurance Producer

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 Sagepoint Financial

Orange Office

Allen Taylor

Financial Advisor

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

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

 

 

Michelle Nanney

Client Service Assistant

Michelle joined Newcastle Financial Services as a Client Service Assistant in August 2014, and currently works from her home office in Olympia, Washington.   Prior to joining Newcastle, Michelle’s professional experience included project management, associate with Northwestern Mutual specializing in life and disability insurance, and executive assistant.   She attended the University of Washington.

Michelle and her husband recently built a home in Olympia where there is no end to the projects both inside and out that they enjoy working on together.

Serving our clients is the aspect of her job she enjoys the most.