Ron Holliday, J. J. Wenrich and Vicky Wilson
FOCUSED ON CLIENTS AND COMMUNITY.
MEET THE TEAM!
Located in Downtown San Clemente, our team includes J.J. Wenrich CFP, Ron Holliday and Vicky Wilson. Taxpros+INVESTING are active members, and proud sponsors of, the San Clemente Chamber of Commerce and San Clemente Downtown Business Association.
J. J. Wenrich serves as an Investment Executive on our team, fulfilling the role of President and Chief Investment Officer internally. He and his wife Jodie live in San Clemente, CA with their three teenagers. J. J. is a 20+ year veterans of the investment and financial services business. Community involvement and providing financial education and mentorship are foundational to our approach and success. J.J. is the author of the book Teaching Kids to Buy Stocks: Stories and Lessons for Grown-ups and a frequent guest on podcasts, radio and tv news programs. He uses his platform to bring his inclusive brand of financial education directly to students, by forging relationships with both national and local leaders in youth education, as well as teaching FREE classes over Zoom and in-person. Downtime includes Chasing Three Teenaged Children, Hiking, Surfing & Skateboarding.
Ron Holliday serves as an Investment Service Executive on our team. Ron has a 30+ year career in investments and financial services as well as 40+ years of service to his Murrieta community. Ron has a LEAD FROM THE FRONT mentality, and is known for volunteering to help anyone who asks. He is active in his church, real estate, local politics, and spending free time with his wife, kids and grandkids. He was a nominee for the 1998 Murrieta Volunteer of the Year by the Murrieta Chamber of Commerce, and was elected to Murrieta City Council in 2022.
Vicky Wilson is the newest addition to our team as the Director of Marketing. Vicky is an icon of the San Clemente business community, and has been named San Clemente Chamber of Commerce 2016 Volunteer of the Year, 2019 Ambassador of the Year, and 2020 Citizen of the Year. She serves on the board for the San Clemente Chamber of Commerce and past board member of the San Clemente Downtown Business Association. A big fan of Kauai, Vicky enjoys the beauty of the Garden Island, snorkeling and beach days.
Jodie Wenrich supports the team's marketing efforts in a variety of ways. She and JJ met as young financial advisors in 2000, were wed soon thereafter, and worked together as a husband-wife practice until 2007. After giving birth to three children in 30 months from 2005 - 2007, she became a VERY FULL TIME MOTHER, but still found time to serve on the Board of Elders for Presbyterian churches in both Prairie Village, Kansas and San Clemente, California.