Other Advisors

Roger N. Cregg, CTFA

First Bank - Wealth Management Group
Vice President - Wealth Management Advisor

4301 MacArthur Blvd.
Newport Beach, CA 92660
Website: www.firstbanks.com
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Phone: 949-475-6322
Cell: 949-278-8238
Fax: 949-476-5517

Professional Profile:

Roger is a Wealth Management Advisor for First Bank in Southern California. His practice focuses on high net worth clients with portfolio assets exceeding one million dollars. He specializes in customized investment portfolios, sophisticated insurance strategies, and wealth planning. Roger and his wife, Doreen, live in Mission Viejo. In addition to Mission Hospital's Professional Advisory Council, he serves on the board of South County Senior Services, the Planned Giving Round Table, and the Orange Coast Estate Planning Council.

Scott R. Jones, MBA, CMPS, CMA

First Advisors Lending - Mortgage Planning Services
Managing Broker

27141 Aliso Creek Road, Suite 200
Aliso Viejo, CA 92656
Website: www.firstadvisorslending.com
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Phone: 949-425-0200
Cell:
Fax: 949-625-9040

Professional Profile:

Scott Jones is a Certified Mortgage Planner and Advisor and is dedicated to providing personalized real estate financing solutions and to helping his clients effectively manage home ownership. Scott holds both Bachelors and Masters Degrees in Business Administration from the University of Southern California and Pepperdine University, respectively. He has been licensed as a Real Estate Broker for twenty years. Scott’s many mortgage industry professional certifications include CMPS, CMA & CLA designations. Scott is active in the community, and is currently serving as a volunteer board member with the Mission Hospital Founders organization and with the Aliso Viejo Little League. Scott and his wife Robin were married in 1992 and live in Aliso Viejo with their two sons.