FOCUSED ON CLIENTS AND COMMUNITY.

MEET THE TEAM!

Located in Downtown San Clemente, our team includes J.J. Wenrich, Jodie Wenrich, and Ron Holliday. Taxpros+INVESTING are active members, and proud sponsors of, the San Clemente Chamber of Commerce and San Clemente Downtown Business Association.

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J.J. Wenrich

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.

 

J.J. is a CERTIFIED FINANCIAL PLANNER (CFP) practitioner and an Enrolled Agent (EA) tax advisor allowing him to represent clients in front of the IRS. He is heavily involved in financial education and mentorship within the community, teaching classes and as a guest speaker and advocate. He is as an Adjunct Professor of Finance at John Paul the Great Catholic University, author of the book Teaching Kids to Buy Stocks: Stories and Lessons for Grown-Ups. Downtime includes chasing three teenaged children, hiking, surfing & skateboarding.

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Ron Holliday

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.

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