Thomas R. Graffeo CFP, CIMA, LPL Registered Principal

Wealth Manager
Toll Free: 1-877-436-8346

Tom Graffeo, CFP® CIMA is a Wealth Manager who focuses his practice on pursuing stability for his clients when it comes to their financial future. With more than 30 years of experience, Tom brings a wealth of knowledge, experience and education to his practice. As a consultant to advisors in the investment industry for the last 15 years, Tom worked with and coached various prominent advisors in Southern California.

A graduate of the University of Southern California (1985) with a degree in economics, Tom went on to work for some of the biggest financial firms in the world. Most recently he was a vice president with Alliance Bernstein and ING Group, two of the largest financial firms in the world. Along the way Tom became a Certified Financial Planner ProfessionalTM (CFP®), earning a planning degree from The College of Financial Planning. He also attended The University of Pennsylvania’s Wharton School of Business to earn the designation of Certified Investment Management Analyst (CIMA). These educational experiences distinguish Tom in the investment community, as very few advisors have both designations. He is a member of the Financial Planning Association, Investment Management Consultants Association and Kingdom Advisors.

Tom lives in South Orange County and attends Saddleback Church. He supports Strong Tower ministries, an outreach program for disadvantaged children in Orange County and Baja California.

Meet Tyler Graffeo Financial Advisor at Dove Investments

Toll Free: 1-877-436-8346

Tyler began working with Dove Investment Research and Management in June of 2022, following his graduation from Baylor University, Magna Cum Laude with a BBA in both Finance and Management Information Systems. During his time at Baylor, Tyler held leadership positions in his business fraternity and his living hall. He was an intern for Dove Investments in both 2017 and 2018, working in client services, operations, marketing, and portfolio design. He was also one of only 30 people to be a finance development program intern at Apple in 2020 where he learned much of his technical knowledge.

Tyler, while working at Dove Investments, has secured his securities licenses and is a fully licensed Financial Advisor. Tyler is a member of Saddleback Church in Lake Forest, CA, and former volunteer in their high school ministry. He enjoys traveling around the United States and globally, trying the new foods of the places he goes. Tyler lives in both and Aliso Viejo, CA and Draper, UT, traveling between the two for multiple years. 

Meet Rob DeKlotz Business Development Associate at Dove Investments

Toll Free: 1-877-436-8346

Rob's focus on the Dove Investment Research and Management team is on leadership coaching, organization effectiveness, business development and serving as a resource to our clients in kingdom perspective and stewardship.  He leads the integration of Kingdom Advisors resources into our practice.

Rob has a proven track record of leadership, with more than 35 years of as an organizational leader with several dynamic and growing organizations in Orange County. As an executive team member at Mariners Church and Saddleback Church and COO at Operation Snap Dragon, he has successfully built highly effective teams, maximized people and resources for growth and developed new partnerships focused on collaboration and synergy.

Rob lives in Irvine with his wife of 40 years, Jennifer. Rob and Jennifer attend Harbor Point Church. They support JESUS Film Project, Kingdom Story Ministries and Multiplication Network Ministries.

Meet Jessica Holland Administrative Associate at Dove Investments

Toll Free: 1-877-436-8346

 

Jessica Holland works with Dove Investment Research and Management as an Administrative Associate. Jessica is a graduate of California Polytechnic University at Pomona, where she received All-American honors playing basketball for the Broncos. After college, Jessica worked in daytime television as an Associate Producer for Paramount and Fox Studios. She has held many key volunteer positions in the community with sports, school and church, while raising her family. Jessica currently resides in South Orange County, CA with her husband Tom and their 5 children.