Laguna Pacific Wealth Management Group at Morgan Stanley

George graduated from the California State University Fullerton where he received his undergraduate degree in 1985. He completed the last year of his undergraduate degree at Somerville College, Oxford England. He is a graduate of the Securities Industry Institute at the Wharton School University of Pennsylvania and was awarded the designation of Certified Investment Management Analyst (CIMA). From 1988 to 1999, George was Senior Consultant with Monarch Beach Wealth Management Group at Morgan Stanley. In 1999, he earned his Senior Institutional Consultant designation. In 2001 George completed the NYU Stern School of Business, Masters of Wealth Management Program and in 2012 was awarded the title of Senior Portfolio Management Director at Morgan Stanley. In 2015 George earned the prestigious title of Family Wealth Director. About 5% of Financial Advisors have obtained the Family Wealth Director designation as of December 2023. In 2022 George was awarded the title of Managing Director, Wealth Management.

2025 Forbes Best-In-State Wealth Advisors
​Source: Forbes.com (Awarded Apr 2025) Data compiled by SHOOK Research LLC based on time period from 6/30/23 - 6/30/24.

NMLS#1288360  CA INS LIC 0A58420

Awards Disclosures

Jeff is a Senior Vice President, Family Wealth Advisor, Alternative Investments Director, Certified Financial PlannerTM at The Laguna Pacific Wealth Management Group at Morgan Stanley. With 23 years of industry experience, he enjoys helping individuals and families achieve new levels of success and a sense of confidence. His disciplined process combines personal planning with his in-depth market analysis to guide clients in achieving their goals and simplifying their wealth. Jeff has always enjoyed helping others and building relationships. If he can help someone solve a problem, he receives great satisfaction. He firmly believes that helping clients organize, understand and manage their financial lives helps improve their overall quality of life.

After earning his degree in Biological Sciences at the University of California, Irvine and the University of Melbourne (Australia), Jeff worked in a science laboratory and then in commercial lending. While both offered the ability to help others, there was little opportunity to build longstanding relationships. This changed when Jeff met the manager at his local Morgan Stanley branch. Today, 23 years later, he has built a successful career that allows him to help others manage their wealth and stay organized, so they can enjoy life. Through an effective use of the full resources of Morgan Stanley, his teammates and clients’ other tax and legal advisors, he provides timely financial guidance to help clients make decisions for themselves, their careers and their families.

His desire to help others achieve their personal and professional goals is equaled only by his dedication to his community and family. Jeff is currently a member of the Orange County Sherriff's Advisory Council and a board member of The Boys & Girls Clubs of Laguna Beach, a national organization focused on empowering young people to reach their full potential as healthy, caring and contributing members of society. Originally from Hacienda Heights California, Jeff now lives in Lake Forest with his wife, Kalea. He loves music and enjoys spending his free time playing the piano. He also enjoys all things outdoors, with a focus on hiking, biking, and skiing.

Stacey is a Financial Advisor with the Laguna Pacific Wealth Management Group at Morgan Stanley working with successful families and business owners managing their financial world. She began her investment career in 2000 where she started as an intern but quickly became captivated by the financial industry and shortly after earned her securities licenses, Series 7 and 66.  She has spent the past 20 years crafting and servicing financial solutions for high net worth individuals and families utilizing principles of true wealth management.  She continues to expand her knowledge so she is able to help her clients navigate through the increasingly complex financial environment and has earned the designation of Certified Financial Planner.  She graduated from California State University Fullerton where she received her undergraduate degree in Business Management.   Stacey enjoys traveling and spending time outdoors with her husband, David and their two children. 

CA insurance Lic. # 0K65888  NMLS ID 1460472

Trevor is a Vice President, CFP^® professional and a Financial Advisor at The Laguna Pacific Wealth Management Group, a highly skilled wealth management practice located in Laguna Niguel, CA. Whether he is helping an executive understand their compensation plan or helping them diversify out of a concentrated stock position, Trevor is dedicated to helping clients achieve their goals. He believes successful people all share a common bond: They encounter important life events that require timely guidance to help them make the right financial decisions. He is there to help them each step of the way.

Trevor attended California State University, Fullerton to earn his B.S. degree in Business Administration with a concentration in Finance. He joined The MacArthur Group in 2019, which merged with The Laguna Pacific Wealth Management Group in 2025, where he is now responsible for specific areas of financial planning and focuses on Executive Compensation, Concentrated Stock Positions, and Tax Efficient Investment Strategies. Trevor also helps clients make decisions regarding Social Security, Medicare, Long Term Care, & Life Insurance. Most importantly, he enjoys building caring relationships with clients and having a positive impact on the quality of their lives.
Trevor’s passion has always been sports. He believes his involvement in baseball was a crucial factor in his development as a kid. That is why he serves on the board of PureGame - A non-profit organization that provides sports-based educational programs for kids in Orange County.

Throughout his career, Trevor has remained committed to professional development. Trevor is a CFP^® professional, Insurance Planning Director, and maintains his FINRA Series 7 and 66 licenses. Outside the office, he enjoys traveling, golf and cheering on the Los Angeles Angels. He and his wife, Elizabeth, now reside in Rancho Mission Viejo, CA with their daughter, Olivia and their cat, Harrison.

Greg is a Portfolio Management Director and Partner with the Laguna Pacific Wealth Management Group. Greg is an investment professional with over 36 years’ experience and is firmly committed to providing families and businesses comprehensive financial advice. His approach is to provide clients with an understanding of the current economic environment so that they are informed and empowered when making a decision that affects their family and/or business. He enjoys the challenge of helping secure the successful retirement and subsequent intergenerational wealth transfer and estate planning for his clients.
Greg also works with institutions, consulting with plan sponsors of ERISA qualified plans to help them fulfill their fiduciary responsibilities, and to help them create more successful retirement outcomes for their plan participants. Greg’s designation of Corporate Retirement Director allows him to provide 3(21) and 3(38) fiduciary services from Morgan Stanley for the Qualified Plan marketplace.
Greg graduated from University of Southern California where he received his Master’s degree in business administration. Greg has been recognized as a member of Morgan Stanley’s prestigious President’s Club and Chairman’s Club for the over 20 years. Greg has said the best move he ever made was not a stock investment, but marrying the love of his life, Debbie, over 40 years ago.

Katie is a Financial Advisor and partner with the Laguna Pacific Wealth Management Group. She began her investment career in 2011 doing Commercial Banking at a national bank before transitioning to the Financial Advisor role at Morgan Stanley. Katie has attained her Series 7 and 66 securities licenses. She is also a licensed mortgage broker and California Insurance Broker with the capacity to bring Insurance Planning and Lending Solutions to her clientele (CA Ins. Lic #0K16024, NMLS 1370986.) Katie is focused on helping professionals, retirees, and multi-generational families solve their financial challenges. With an emphasis on financial planning, her comprehensive approach includes a thorough planning process and a commitment to providing an exceptional client experience.
Katie graduated from Concordia University Irvine where she received her undergraduate degree in Finance and Business Management. She is a former high school and collegiate golfer and now resides in south Orange County with her husband, Brian, and their children, Kendall and Grant. Katie’s hobbies include cooking, reading, working out, and spending time with her family.

Wendy started her career with Dean Witter in Newport Beach, California October 1996 and has been with the company ever since. Her experience servicing clients and attention to detail has made her a strong asset to the firm and our team. Her hobbies include watching sports, running, swimming and anything active.

Joining Morgan Stanley in 2017, Sumana is a Portfolio Associate with over 18 years of industry experience serving high net worth investors and their families. She graduated from the University of California, Irvine with a BA in International Studies. Sumana currently holds FINRA Series 63, 65, and 7 licenses.

Prior to joining Morgan Stanley, she worked for JP Morgan Chase and American Funds.

During her free time, Sumana enjoys hiking and exploring new cuisines. When she is not exploring new places and cuisines, Sumana spends much of her time with her family. She is originally from the East Coast and spent some years overseas, currently resides in Irvine, California.