Our Team

Steven Wolfe joined Tellone Financial Services, Inc. in 1992. He assists the President, Dean Tellone, in analyzing investments, managing accounts, and executing investment transactions for more than five hundred accounts in excess of one hundred million dollars. With his Certified Financial Planner (CFP) designation he also assists in retirement planning for the firm. Mr. Wolfe graduated with his BS in finance from the University of Southern California in 1992, and received his CFP Professional Education from the College for Financial Planning Denver Colorado, in 1995.

Mark D. Clement, CPA - Vice President, Accounting & Taxation

Mark Clement joined the firm in 1994. Prior to this, he spent four years with one of the nation's "Big 6" public accounting firms. During this time he specialized in income taxes and served a broad spectrum of clients including high net-worth individuals, closely held businesses and their owners, corporations, and partnerships. He was licensed as a Certified Public Accountant in September 1994. Mr. Clement received his BS in accounting in 1990 at Long Beach State University.

William J. Vohsing - Portfolio Analyst

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 has completed his studies in financial planning at CSU Fullerton and is presently serving in the capacity of portfolio analyst. 

Ronda McNeff - Loan Director

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 worked as a Paralegal specializing in the areas of Real Estate Transactional, Finance and Corporate law. At Tellone Financial Services, she assists Mr. Dean Tellone and Mr. Steven Wolfe in the private mortgage division of the firm.

Emily Evans - Executive Assistant

Emily Evans joined Tellone Financial Services, Inc. in November 2005 and found a great working environment that mirrored her own secular ideals. Before joining the company, she was employed with a major Corporation where she was an invaluable asset to the Executive Management team. At Tellone Financial Services, Inc. she assists Mr. Dean Tellone and Mr. Steven Wolfe in all the administrative support for investment clients as well as being the Executive Assistant for Mr. Dean Tellone.

Mariam Galarrita - Receptionist

Mariam Galarrita joined Tellone Financial Services, Inc. in May 2006. Having prior experience with several lending and accounting corporations, she brings valuable clerical and administrative support to all divisions of the company. She is currently attending Cal State Fullerton to receive a degree in Marketing.

Susan E. Kim - Senior Accountant

Susan E. Kim joined Tellone Financial Services, Inc. in May 2007. Before joining the firm, she had worked with another local CPA firm for 5 years assisting clients with bookkeeping, tax and other financial matters. She has been an Enrolled Agent with the IRS since April 2006. Additionally, she is working toward CPA certification and completed all of the required coursework in 2007. At TFS, she assists Mark Clement in the Accounting and Tax department in servicing our clients needs.

Derek Pantele - Investment Analyst

Derek Pantele joined Tellone Financial Services, Inc. in August 2007. Derek graduated in May 2007 from the University of California, Berkeley, with a degree in Economics. He works with the Investment team and is currently pursuing his CFP credential.