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Client Centered

Our goal in designing this website is to help you understand the opportunities and potential rewards that are available when taking a proactive approach to your personal financial situation.

These pages and tools should give you a better understanding of the financial concepts behind insurance, investing, retirement planning, estate planning, and wealth preservation.

Most important, we hope you see the value of working with a Financial Advisor to pursue your financial goals.  We are here to inform you about the basic concepts of financial management, to help you learn more about who we are, and to give you fast, easy access to market performance data.  Do not hesitate to contact us to set up an appointment to start setting up your financial goals. 

Your financial outlook depends in large part on decisions you make today. Here is to opening doors for your financial future...

<p>The Lowdown on Those Free Credit Scores</p>

The Lowdown on Those Free Credit Scores

<p>5 Smart Investing Principles</p>

5 Smart Investing Principles

<p>Historical Inflation</p>

Historical Inflation

Our Team

Jim Dumbeck, CFP®

Founding Partner

Jim Dumbeck is a CERTIFIED FINANCIAL PLANNER™ practitioner and Financial Advisor with Waddell & Reed. He has over 37 years of experience in the financial industry and focuses on working with individuals, families, and business...

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Karin Knoop, LUTCF

Founding Partner

Karin has been a Financial Advisor with Waddell & Reed since 2009. She has been in the financial services industry for over 15 years and in a management role for 25 years. While with Waddell & Reed, Karin has been in the forefront...

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Howard Marchbanks, CFP®

Financial Advisor

Howard Marchbanks is a CERTIFIED FINANCIAL PLANNER™ professional who began his career with Waddell & Reed in 1992. He graduated from California State University Fullerton with a BS in 1993. During his 26 years in the financial...

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Barry Streeter

Financial Advisor

For more than 33 years Barry has been a financial advisor assisting individuals, families, and business owners. Prior to his 30-year tenure with Waddell & Reed, Barry attended California State University, Fullerton as a music...

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Christy Nelson

Office Manager / Client Relationship Manager

Christy has stepped in as the Office Manager/Client Relationship Manager. She holds a Bachelor's degree in Sports Management from the University of Minnesota-Duluth. Her background includes standard accounting principles, computer...

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Brandon Behrad

Client Relationship Manager

Brandon is our newest assistant. He graduated from California State University - Northridge, with a Bachelor of Science degree in Economics. He has relevant studies in Statistics, Money/Banking, Accounting, Finance and Urban Economics....

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Mary Ann Dumbeck

Client Relationship Manager

Mary Ann is just joining the TDK Financial Group after teaching special education students for 30 years. She received her Bachelor of Science degree and Masters at the University of Southern California. Mary Ann has worked in the...

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