Our Team
Keith Offel
President
714-526-3833
keith@stonehavenfinancialgroup.com
Keith H. Offel joined the financial services industry in 1995 when he launched Offel Wealth Management Group; before establishing Stonehaven Financial Group. Stonehaven Financial Group is a leading wealth management firm in Orange...
Johnny Vallejo
Wealth Advisor
714-526-3833
johnny@stonehavenfinancialgroup.com
Johnny specializes in providing wealth management and financial advising services for business owners and individual clients. His areas of specialty include, advanced tax saving strategies, asset/risk management, estate planning,...
Brenda Beasley
Director of Operations
714-526-3833
brenda@stonehavenfinancialgroup.com
Brenda is responsible for providing strategic client direction, building and maintaining relationships, managing client projects, and operational management. She has over 20 years of experience within the industry, of which the past 18...