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 Advisors in Philanthropy (AIP), Junior Achievement, Working Wardrobes, the Ronald Simon Foundation, “It's Your Money” and Interval House. Mark is a graduate of the University of Arizona with a Bachelor of Science degree in business administration. He 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 services 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 is also a charter Board Member of The Center for Investment and Wealth Management at UC Irvine. He 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. Jon is married and has three children.

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.

 

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

Mr. Cencibaugh assists in managing the firm's day-to-day operations while serving as lead advisor to many of the firm's clients. Prior to joining RS Crum in 1999, 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 currently a resident of Balboa Island in Newport Beach where he frequently volunteers his time helping with local events in his community.

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.