Donald M. Tippett, Jr.
Don Tippett has over 35 years of industry experience working extensively with both Fortune 1000 companies and many large private companies in designing Executive Benefit Plans. In 1982 he co-founded TBG Financial which eventually became the national firm, MullinTBG. In May 2012 he and Mike Moorhead started TMH after the sale of MullinTBG to Prudential. The broad platform they have built continues to help companies as well as affluent individuals giving them access to large number of proprietary products and services. He received his degree in Business from USC and holds his Series 6 and 63 licenses as well as a CLU degree. Tip lives in Newport Beach with his wife Robin, and has three children and six grandchildren. He enjoys playing golf, collecting wine, and spending time with his grandkids.
Michael C. Moorhead
For more than 35 years in the financial services industry, Mike Moorhead has helped his corporate and individual clients with executive benefit solutions and estate planning strategies. Prior to starting TMH, Mike was a partner at MullinTBG for 15 years. Prior to that, he held senior positions at Bankers Trust Company, Chemical Bank and First Interstate. He received his BA and MBA from UCLA and holds his Series 6, 63, and 65 securities licenses. He has also passed the CPA exam but is not a certified public accountant. Mike lives in Newport Beach with his wife, Ann, and has two children. He enjoys playing golf, traveling, and a good glass of wine.
Blake H. Tippett
Blake Tippett is one of the founding partners of TMH. Blake has been advising public and private companies, and affluent individuals for over 10 years in the areas of life insurance, asset protection, wealth transfer, and executive benefits. Blake holds a BA from the University of Southern California. He has his Series 6 and 63 securities licenses and lives in Manhattan Beach with his wife, Kori, and their two children, Carson and Griffin. He enjoys playing volleyball and golf and attending USC sporting events.
Taylor Haden has been in the financial services industry for 10 years. Taylor’s experience provides a unique ability to advise both individuals and corporate clients in the areas of executive retention, estate planning, and tax strategies to create retirement income and preserve generational wealth. Prior to joining TMH, Taylor worked for Bear, Stearns & Co and then Arthur J. Gallagher with a focus on private equity. Taylor holds a BA from USC. He has his Series 6 and 63 securities licenses. Taylor and his wife, Alexandra, live in Manhattan Beach with their daughter Helen. He enjoys playing golf, traveling, and going to the beach.
Kristin Gustin has been managing complex operations for several years, focusing on designing and implementing efficient systems to increase productivity and sales. Kristin’s previous work experience enables her to organize and manage customer service and account management for TMH’s individual and corporate clients. Kristin holds a BA from Chapman University in Business Administration. Kristin and her husband, Phil, have one son, Grayson, and live in Costa Mesa. In her free time she enjoys going to the beach, traveling, and paddle boarding.
Roxanne Storey, CRPS®
Roxanne (Roxie) Storey has been in the financial services industry over 16 years, working with small-middle market companies and executives. Prior to joining TMH, Roxie was a financial advisor with Mass Mutual, then Romero & Levin Wealth Management. She advises TMH’s individual and corporate clients on executive benefits, estate planning, and retirement income strategies. Roxie holds a BA degree, Series 7 and 66 securities registrations, and is a licensed Life Insurance agent. She also holds a Chartered Retirement Plans Specialist℠ (CRPS®) professional designation, awarded by the College for Financial Planning. Roxie and her husband, Al, love spending their free time playing golf with friends.
For more than 25 years in the financial service industry, Allen Cannon has worked diligently to help his corporate and individual clients design and implement strategic executive benefit packages tailored to their unique needs. Allen was previously with MullinTBG since 1997 and joined TMH in 2013. Allen brings his extensive advisory experience to serve corporate and private clients. Prior to that, he held senior positions at Worldwide Investment Network, Mass Financial and Benefit Management Specialists. Allen holds his Series 6 and 63 securities licenses and is also a Chartered Financial Consultant (ChFC). Currently lives in the mountains in Pine Valley, Utah with his bride of 39 year’s Patty. In his spare time Allen enjoys playing golf, working in his yard, and mentoring future leaders through the Boy Scout program.
Daniel Church has been in the financial services industry for 10 years focusing on the planning and implementation of life insurance plans for high net worth families and corporate clients. He is responsible for the design of innovative solutions for retirement needs and complex estate plans, as well as the underwriting aspects of each plan. Prior to joining TMH in 2013, Daniel was the Director of Case Design for a private firm in Phoenix, AZ advising high net worth individuals. Daniel graduated from the University of New Mexico with a BA in Financial Management. He currently holds Series 6, 7, and 63 securities licenses and has his California insurance license. Daniel currently resides in Mission Viejo with his wife Christina. He enjoys playing sports, traveling, and the outdoors.
Lindsay Welch has been in the “customer service” industry for over 8 years. Prior to joining the team in 2016, Lindsay worked for the Irvine Company Office Properties Division as a Manager of Operations in the Newport Beach area. Lindsay graduated from the University of Arizona with a BA in Communications and a minor in Spanish language. She currently lives in Costa Mesa with her husband, Barton, and their two children, Sterling and Scottie. On her free time she enjoys going to the beach, traveling, and cooking.
James has been in the financial services industry for 17 years. Prior to joining TMH in 2015, James was a Senior Case Design Analyst with Pacific Life Insurance Company. James holds a BA from California State University at Fullerton. He currently holds the Series 6 and 63 securities licenses. He and his wife have been married for over 13 years; together they have 2 young children. In his spare time, he enjoys tennis, basketball, and traveling with his family.
Courtney Masip has been in the “customer service” industry for 2 years. Prior to joining TMH in 2016, Courtney worked for Argent Management as a front desk coordinator in Irvine, CA. Courtney graduated from the University of North Dakota with a BA in Communications, in 2014. While attending UND, she played softball for the University on an athletic scholarship. Courtney currently lives in Orange, CA with her husband Daniel. On her free time she enjoys playing softball, camping, and spending time with her family.