The cumulative experience and knowledge of our office is maximized to provide the best possible solutions from a variety of different perspectives. This unique team approach ensures our clients receive the very best advice, from our collective resources, every time. It should be known that each of the firms' advisors are fiduciaries as well as Certified Financial Planners™.

Here are the individuals that work together for your financial success.

Mark Rylance joined RS Crum in 2003 after spending the previous six years building his own financial advisory practice with Merrill Lynch. Mr. Rylance currently manages the firm's day-to-day operations while serving as the lead adviser to many of the firm's clients. Actively involved in the community, Mark recently served as President of the Orange County Financial Planning Association (FPA) and is a member of the National Association of Personal Financial Advisors (NAPFA). He also volunteers his time on a number of philanthropic projects, including Junior Achievement, Working Wardrobes, the Ronald Simon Foundation, “It's Your Money” and Interval House. Mr. Rylance is a graduate of the University of Arizona with a Bachelor of Science degree in business administration. Mark is married and has two children.

As lead advisor to many of the firm's clients, Jon brings 15 years of experience providing consulting and mergers and acquisitions advisory to owners of privately-held businesses, including running his own M&A firm for six years prior to joining RS Crum in 2008. As a result, he offers a unique entrepreneurial perspective and understands the emotional and complex decisions that impact business owners and families as they contemplate major transitional events. Mr. Theriault also has considerable real estate experience, offering additional insight to the common real estate concerns facing clients today. A member of the FPA as well as NAPFA, Jon has a Bachelor of Science degree in business administration from the University of Arizona and an MBA with an emphasis in Finance from Pepperdine University. He is married and has three children.

 

Charles D. Cencibaugh, CFP®
chuck@rscrum.com

With RS Crum since 1999, Chuck assists in managing the firm's day-to-day operations while serving as lead advisor to many of the firm's clients. Prior to RS Crum, Chuck was with Home Savings and Loan Association for 24 years, where he primarily oversaw the company's real estate development activities. Mr. Cencibaugh also spent several years working in civil engineering, land development and home building - giving him significant experience with complicated real estate issues. Chuck is a graduate of Fresno State College with a degree in Civil Engineering. A member of the FPA, Chuck is also and active member in his community, currently residing on Balboa Island in Newport Beach.

 

 

Daniel E. Sexton, CFP®
dan@rscrum.com

Dan has been with RS Crum since 1996. Since that time, he has actively participated in nearly every facet of the business in addition to serving as lead advisor to many of the firm's clients. In addition to overseeing client reporting and regulatory compliance requirements, Mr. Sexton is well versed in a variety of financial planning areas and works closely with all of our advisors to ensure seamless integration of investment objectives and specific client circumstances. A member of the FPA, Dan graduated from California State University of Long Beach with a Bachelor's degree in business and a minor in Economics. He is married and has one daughter.

Mindy Mac Quiddy
mindy@rscrum.com

With RS Crum since 2007, Mindy has nearly 20 years of experience in the financial services industry. Ms. Mac Quiddy is responsible for managing many of the firm's trading activities and works closely with the firm's Investment Committee to implement and execute investment decisions. Mindy also assists with many facets of operations including database management, compliance, client service and reporting. She currently resides in Orange County with her family.

 

Janice Rodriguez
janice@rscrum.com

Janice has helped keep RS Crum running smoothly since joining the firm in 1999. Previously, Ms. Rodriguez was in management for a manufacturing concern where she had worked for over 20 years. Janice oversees many of the firm's administrative areas, working with all of the firm's advisors to ensure consistent client communication and reporting. Ms. Rodriguez resides in Orange County and enjoys spending time with her two children and six grandchildren.