Our Team

Dean (Dino) C. Tellone, CFP®, EA, MBA

President & Founder

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 and engineers when he was the controller of a Fortune 500 company at the young age of 25. Mr. Tellone, CFP®, EA, MBA, has assembled a high-caliber staff and a team of associates and financial advisors that are available to serve the diverse needs required by his clients.

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Steven E. Wolfe, CFP®, Life Agent

Vice President, Investments

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 and estate planning for the firm. Mr. Wolfe is also licensed as a Life Insurance Agent, to help meet the insurance and annuity needs of the firm's clientele.  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.

Derek S. Pantele, CFP®, CFA

Associate Portfolio Manager & Financial Advisor

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 Chartered Financial Analyst (CFA) designations, Derek works primarily within the financial and asset management divisions and provides security research and analysis, client reporting, and portfolio recommendations.

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 has completed his studies in financial planning at CSU Fullerton and is presently serving in the capacity of Senior Portfolio Administrator.

Emily Ashcroft

Executive Client Manager

Emily Ashcroft 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, Emily acts as the primary liaison between the custodian of our clients’ assets, our clients, and the Tellone Financial team.

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 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.

Lauren Tarquin, CPA

Executive Assistant

Lauren graduated from Chapman University in 2004 and spent 8 years working in accounting before joining the Tellone Financial Services staff in January 2013.   Lauren assists Dean Tellone with operations and provides client support.

  Ashley Doorbar

  Administrative Assistant

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.