Phone: 949-453-7660 Fax: 949-453-7672 E-mail: firstname.lastname@example.org
Marie Cammack is the Division Manager of the Newport Beach, California ICM office. She was a member of the Honors Program at the University of California Los Angeles and received a Bachelor of Arts degree in Economics.
Since 2002, she has worked to help her clients achieve efficiency and control in their financial lives, keep more of what they make, save more money, and give their families a sense of security to weather the ups and downs. Marie specializes in working with businesses and individuals to help them create customized plans to enhance their overall financial situation. She advises her clients on topics that include: investment management, tax-favored retirement programs, tax-efficient college savings vehicles, real estate investments, estate and succession planning, asset preservation, and insurance needs analysis.
Her expertise in financial markets is demonstrated through her public speaking engagements and her role as co-host on ICM’s radio show “Real Advice from Real People”. In recognition of her achievements, Marie has been a repeat recipient of the ICM’s President’s Club and NLG Conference of Champions designations.
Ms. Cammack is a dedicated volunteer with Susan G. Komen for the Cure. Her mother is a breast cancer survivor, whose diagnosis in 1997 inspired the Cammack family’s commitment to the annual Susan G. Komen Race for the Cure in Newport Beach, California
CA Insurance License #0D88487
* Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
Phone: 949-453-7660 Fax: 949-453-7672 E-mail: email@example.com
Jeanette Castillo graduated from California State University, Fullerton with a Bachelor of Arts degree in Business Administration. Jeanette is a CERTIFIED FINANCIAL
During her time at Cal State Fullerton, Jeanette became president of Golden Key International Honor Society, where she was inspired by the organization’s philosophy that the power of knowledge transforms lives and changes situations for the better.
After graduating, Jeanette spent several years in the mortgage industry where she realized the true value of a client’s mortgage to their overall financial well-being. Because of this, she decided she wanted the ability to expand the services she could offer her clients to build their overall net worth. This led Jeanette to ICM in 2011, where she could offer her clients a full array of financial services.
Jeanette is a Senior District Manager in the Newport Beach office. She was also recognized as one of the top producing financial advisors in the company from 2015 to 2021. Jeanette has also been the #1 insurance producer for 5 straight years.
California Life Insurance License #0H77752
Phone: 949-453-7660Fax: 949-453-7672Email: firstname.lastname@example.org
Kevin was born and raised in Orange County, California, before graduating with a Bachelor of Arts degree in Economics and Accounting at the University of California, Santa Barbara. Kevin is a member of the CFA® Society of Los Angeles and the CFA® Institute.
Kevin has nearly a decade of experience at one of the largest private investment management firms, Payden & Rygel, located in Los Angeles, California. Responsible for strategy implementation for the Investment-Grade Corporate bond team, he helped manage north of $50 billion in assets under management (AUM), including the flagship Payden Corporate Bond Fund which earned the Thomson Reuters Lipper award for top performance over a 3-year period as well as earning a 5-star ranking for the Fund by Morningstar. Broadening his investment scope, Kevin became a key decision-maker as a Vice President and Portfolio Strategist on the Global Multi-Sector team where he managed over $20 billion in AUM across a diverse global book of business for institutions and individuals.
Kevin is teaming up with an already well-established firm at SagePoint Financial/Independent Capital Management as a financial consultant to provide a full suite of financial solutions to prepare clients for future success in various stages of life.
“Failing to prepare, is preparing to fail” – Benjamin Franklin
CA Insurance License #4076206
Phone: 949-453-7660Mobile: 949-302-9593Fax: 949-453-7672Email: email@example.com
Mike Kane has an extensive background in insurance and risk mitigation and works with clients to help preserve their wealth from unnecessary losses through proper insurance planning.
He was born in Bermuda and educated in Ireland and the US where he obtained a B.S. in Marketing and Political Science from Bryant University in Rhode Island in 2000.
Mike brings insurance expertise to the ICM team through his experience working with Fortune 500 companies at Marsh and McLennan, and managing complex negotiations and deals with international clients, executives, and large corporations during his time at Arthur J. Gallagher. While working on the captive insurance team at HSBC, Mike managed over 400 clients with assets in excess of $600 million, and collaborated with global markets and asset management to manage clients’ liquidity needs. His knowledge and expertise in insurance markets, both domestic and international, aided in his success as head of business development at BF&M Insurance Group, bringing in over $ 7 million in new insurance premium over 2 years.
Having recently moved to OC with his wife and 2 young boys, Mike joined the ICM team, bringing comprehensive insurance knowledge and specialization to our wealth preservation division.
In his spare time he’s an avid golfer and former national team rugby player for Bermuda with numerous awards.
Fun fact: In college was recruited and had tryouts for the NE Patriots for kicking but decided a career in insurance was more fun.
CA Insurance License Number: 4142106 Michael J. Kane is not affiliated with SagePoint Financial and does not offer securities or investment services to clients.
Phone: 949-453-7660 Fax: 949-453-7672 E-mail: firstname.lastname@example.org
I strongly believe when you love what you do, and are passionate about helping people, then success will follow. That's exactly how I feel about my career as a Financial Professional with Independent Capital Management.
Having years of experience in managing and servicing business accounts and dealing with clients face to face, has made me a firm believer that building relationships and earning my clients’ trust is the only way I want to conduct business.
Helping people plan for different stages of their financial goals, by truly understanding their unique needs and developing a personalized road map through a consultative approach is what makes my job extremely fulfilling.
I would love to help you navigate the sensitive yet very important world of financial planning that is vital to you and your future. My clients are absolutely my number one priority. There is no reward greater than having happy and satisfied clients and that's how I earn my business.
Below is the list of my education and professional licenses that I hold:
CA Insurance License number: 0I01799
* Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client’s evaluation.