Team

Tom Vander Zwaag has served clients in the financial and insurance industry since 2013, bringing a disciplined and strategic approach to financial planning. His work is rooted in clear analysis, practical guidance, and the belief that wise stewardship plays an important role in long-term financial confidence.

Before entering the advisory profession, Tom spent more than 20 years in senior management roles within corporate and financial institutions. He led teams, managed significant budgets, and strengthened business operations — experience that now shapes the structured, thoughtful way he serves individuals, families, and business owners.

Tom’s values guide the way he works with clients. He understands that financial decisions are rarely just about numbers; they often reflect family priorities, personal convictions, and long-term goals. His approach emphasizes integrity, accountability, and genuine care for the people he serves.

Tom believes effective planning begins by listening. He takes time to understand each client’s goals, concerns, and values so he can provide honest, tailored guidance designed to support wise decision-making, responsible stewardship, and lasting financial confidence.

CREDENTIALS:

• Member IAFP (International Association of Financial Planners)
• FINRA Series 6, 7, 63 and 66 held through LPL Financial
• AIF®
• CPFA

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A veteran in the financial services industry since 1983, Dave started his career as an independent insurance and investment broker.

Dave has built his personal practice, one client at a time, and works primarily with mid to high net worth investors. Utilizing a “service-oriented” approach to financial planning, Dave uses the entire range of tools available to pursue a successful objective for each client. Whether it is mutual funds, stocks, bonds, insurance, annuities or any other investing needs, Dave is licensed in and has the experience to use them all.

Dave’s mission statement is focused on individual needs as he helps each client “Plan for their Financial Independence!”

CREDENTIALS:

• Member IAFP (International Association of Financial Planners)
• LPL Investment Advisor Representative*
• Representative Associate
• LPL Registered Representative
• FINRA Series 7*

EDUCATION:

• B.A. Business Administration California State University, Pomona, Ca.

* held through LPL Financial

Jacqueline Segura brings several years of experience in the financial services industry, with a strong background in operations, client service, and relationship management. She helps support the daily flow of the office and works to ensure that clients and the advisory team have a smooth, organized, and welcoming experience. Jacqueline enjoys building genuine relationships and takes pride in being someone clients can count on.

In her free time, Jacqueline enjoys spending time with family, taking trips to the beach, hiking, and practicing yoga with friends. She approaches her work with integrity and care, and is committed to helping every client feel supported and well cared for.

Maureen Vander Zwaag is a devoted wife, proud mother of two, and committed Christian whose faith and family values guide both her personal and professional life. She is a seasoned business consultant and President of Make Compliance Simple, operating through VZ Consulting, Inc., which she has owned and led since 2010. Her work focuses on healthcare compliance, with deep experience in Cal/OSHA, HIPAA, human resources, organizational management, and practical business process improvement.

Maureen has supported both small and large organizations by developing streamlined, end-to-end processes that improve efficiency, strengthen compliance, and support healthy workplace culture. She is known for delivering projects on time and within budget while working effectively across departments to implement practical, sustainable solutions. Her experience in compliance, human resources, operations, and strategic planning provides valuable insight into workplace trends, business risk management, and organizational leadership.