Meet the Team

Meet The Team

Our boutique financial planning practice allows us to prioritize each individual client and provide a personalized approach. With a team of experienced and knowledgeable advisors, we are dedicated to helping clients achieve their financial goals and secure their financial future.

Advisors

Adam Carr, CRPC®, AAMS®

Partner and Financial Planner

(714) 465 - 5341

Adam@myMWD.com

Nicole Letarte, CRPC®, AAMS®

Partner and Financial Planner

(714) 592 - 7859

Nicole@myMWD.com

Hannah Sullivan, CFP®

Financial Planner

(714) 731 - 1161

Hannah@myMWD.com

Josh Belkin

Financial Planner

(619) 630 - 4409

Josh@MyMWD.com

Staff

Allie Earickson

Client Service Manager

(714) 465 - 5341

(714) 592 - 3229

ClientService@myMWD.com

Jimena Padilla

New Business Specialist

(714) 465 - 5341

(714) 592 - 3229

NewBusiness@myMWD.com

Aubrey Duncan

Client Service Coordinator

(714) 477 - 1992

(714) 592 - 3229

Aubrey@myMWD.com

Our team culture is our top priority. We keep our team small so we can work together to deepen our client relationships. Our clients not only get to know the advisors, but also the staff. When you become a client of Modern Wealth Design, you become part of our community.