Our Team

 

 
 

 

Bob Voorhees, CFP®, AIF®, Senior Vice President/Investments  

Bob Voorhees, CFP®AIF®
Senior Vice President/Investments

(949) 252-4765 | voorheesb@stifel.com

LinkedIn Icon

 

 

Bob Voorhees is a Senior Vice President/Investments with the Voorhees Wealth Management Group.  A graduate of Montclair State University in New Jersey, Bob began his investment industry career with A. G. Edwards in 2002 and joined Stifel in 2016 from RBC Wealth Management.  Prior to making his investing hobby his career, he owned several companies and served in multiple corporate executive officer capacities, both of which provided Bob with extensive international business experience.  In 2006, he completed the comprehensive curriculum to earn his CERTIFIED FINANCIAL PLANNER™ certification.  He prides himself on building long-lasting relationships and on his commitment to keeping his clients informed and educated.

Bob also attained the Accredited Investment Fiduciary® designation.  This program builds on the fundamentals of wealth management – our methodology for developing strategies designed to help clients accumulate, mitigate risk to, and transfer their wealth – with a focus on the duties of good faith and standards of care, insurance reviews, tax strategies, as well as estate planning issues and retirement planning. 

Bob continually furthers his education as part of his commitment to arming himself with the sophisticated knowledge and skills necessary to gain a deeper understanding of his clients' individual financial objectives and address complex financial needs.

Bob is approved as a Portfolio Manager – Solutions Program, which allows him to manage client portfolios in the Stifel Solutions Program on a discretionary basis.  To qualify for the group, he demonstrated a commitment to comprehensively addressing his clients' individual investment needs, complimenting their investment knowledge and portfolio management skills, and maintaining an outstanding record of client service.  In addition, he was named to the Stifel Chairman's Council*, an annual honor recognizing financial advisors for high-caliber performance, professional growth, and leadership in client service.  This honor places Bob among the top financial advisors in the firm.

Bob also serves as a board director for Cantara Design.  He previously served as chairman of the Corona del Mar Chamber of Commerce and was board director prior to becoming chairman.  He is an avid ice hockey player, a casual golfer, and enjoys cooking, traveling, visiting wine country, and sharing nice wine with friends.  He grew up in New Jersey and now lives in Newport Beach with his wife, Cindy, an Episcopal priest and Vicar of St. James Episcopal Church near Lido Island.  Their son, Jason, also lives in the area with his wife, Nicole, and their daughter, Calistoga.

 

*Chairman’s Council qualification is based on being among Stifel’s top-producing financial advisors. The 2020 Chairman’s Council consisted of 248 financial advisors, who were recognized from among the more than 2,200 financial advisors across the nation.

 
Dave Holler, Financial Advisor  

Dave Holler
Financial Advisor

(949) 252-4785 | hollerd@stifel.com

LinkedIn Icon

 

 

Dave began his investment industry career in 1994 with The Hartford Financial Services Group and joined the Voorhees Wealth Management Group in 2019.  He has helped clients across Southern California with portfolio design, retirement income strategies, as well as 529 plan and 401(k) plan education.  He graduated from California State University – Fullerton and holds the Series 7 and 66 securities licenses.

Born and raised in Southern California, Dave has continued to support his community.  He currently serves on the Foothill High School Volleyball board as Tournament Director.  Previously, he volunteered as coach for Little League teams, the National Junior Basketball team, and club basketball teams. In his spare time, Dave enjoys surfing, golfing, traveling, and spending time with his wife, Tifney, and son, Kyle.

 
Justin Porrett, CFP®, AIF®, Portfolio Analyst  

Justin Porrett, CFP®AIF®
Portfolio Analyst

(949) 252-4773 | porrettj@stifel.com

 

Justin began his investment industry career in 2010 with Wells Fargo Advisors and joined Stifel in 2016.  From a young age, he was interested in investing and was continually searching for the most current news, data, and information that could help analyze the best moves to make in future markets.  He teamed with the Voorhees Wealth Management Group because he, too, believes in the importance of operating in a team environment and developing documented, comprehensive strategies that provide clients a roadmap to their life, financial, and retirement goals.

Justin earned a dual B.A. in Economics and Business Administration from the University of California – Irvine.  His education provided him a unique background that allows him to understand the macroeconomic environment, which helps analyze an individual company’s financial position and needs.

 
Rachel Hughes, Registered Client Service Associate  

Rachel Hughes
Registered Client Service Associate

(949) 252-4776 | hughesr@stifel.com

 

Rachel joined Stifel in 2016 after serving more than seven years as a Registered Client Associate with RBC Wealth Management.  She has extensive knowledge in assisting clients and is focused on delivering outstanding service to each and every client of the Voorhees Wealth Management Group.  She holds Series 7 and 66 securities licenses.

Rachel earned a B.A. in Modern Literature from the University of California, Santa Cruz.  She recently returned to her hometown of Huntington Beach, California, to be closer to family and friends.  In her free time, she enjoys relaxing with her family, spending time at the beach, running, and reading.