Broker Check

Team

 
Dean C. Tellone, wealth manager, founded Tellone Financial Services, Inc. in 1975 in Anaheim Hills, California. Mr. Tellone, known by his friends and peers as Dino, started by managing assets and providing tax advice for executives...

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Steven Wolfe joined Tellone Financial Services, Inc. in 1992. He assists the President, Dean Tellone, in analyzing and managing client accounts. With his Certified Financial Planner (CFP®) designation he also assists in retirement...

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Derek S. Pantele, CFP®, CFA®

Director of Portfolio Management

Derek Pantele joined Tellone Financial Services, Inc. in August 2007. Mr. Pantele graduated in May 2007 from the University of California, Berkeley, with a degree in Economics. As a holder of the Certified Financial Planner (CFP) and...

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Andy Kennedy, CPA

Vice President - Accounting & Taxation

Andy Kennedy joined Tellone Financial Services in December 2015. Prior to joining the firm, Andy spent four years as both an auditor and tax specialist with Deloitte as well as another three years with the Walt Disney Company on their...

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Ruby Sabile

Assistant to the CEO/President & Executive Client Relationship Manager

Ruby Sabile is a seasoned Executive Assistant with over 25 years assisting C-Level Executives. She has extensive experience with all administrative tasks, including overseeing special projects. Having held positions in many diverse...

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Ronda McNeff

Director of Private Lending

Ronda McNeff joined Tellone Financial Services, Inc. in February 2006. Mrs. McNeff completed the California State Bar requirements for Paralegal/Legal Assistant, and for seven years prior to joining Tellone Financial Services, she...

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William J. Vohsing

Senior Portfolio Administrator

William Vohsing joined Tellone Financial Services, Inc. in the summer of 2001. He graduated with his liberal arts degree from St. John’s College and brings to the office 20 plus years of managerial and administrative experience. Bill...

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Nigel graduated from Cal Poly Pomona in 2014 with a degree in Finance, joining Tellone Financial Services shortly thereafter. Nigel’s expertise in technology implementation and business analytics provides support for company operations.

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Ashley Doorbar

Client Relationship Manager

Ashley Doorbar has been a part of Tellone Financial Services since August of 2011. Her role is focused on maintaining excellent client relationships and providing back-office support for company operations.

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Diana Vargas

Client Relationship Administrator

Diana Vargas brings an eager and supportive energy to her role as the Client Relationship Administrator. She is dedicated to assisting toward a positive experience with account openings, money movement, and ongoing customer service.

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Ruby brings 10 years of experience in loan processing, escrow, and title work with various Southern California companies in the lending industry. She assists our Loan Director, Ronda McNeff, in the private lending department.

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Martha McDonald

Administrative Assistant

Martha joins Tellone Financial with 25 years’ experience in an office setting in various positions in an Administrative Assistant/Office Management capacity. Seventeen years were spent at hardware and software manufacturers, with the...

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Joyce Fry

Senior Accountant

Joyce Fry came to Tellone Financial Services in September of 2010. Prior to joining the firm, she managed and operated her own business for over 14 years, performing the full range of bookkeeping for Fortune 500 companies. At TFS, she...

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Frank is a trained enrolled agent qualified to appear before the IRS. He has 14 years of experience preparing tax returns and has known Dino for 20 years. He assists our CPA, Andy Kennedy, with tax preparation and accounting services.

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Devin Tellone

Operations Assistant

Devin Tellone joined Tellone Financial Services, Inc. in 2016. He graduated from Cal State Fullerton in 2015 with a degree in Communications. His primary focus has been to assist with the updates in Tellone Financial's website and...

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