Broker Check

About Mike

Amy Frey

Operations Manager

888-989-9168

888-989-9928

afrey02@wradvisors.com

Amy Hall Frey was born in Napa, CA and grew up Napa and Vacaville. She worked as a licensed Real Estate agent in partnership with her mother for over 10 years.  When Amy is not in the office, you can find her either pursuing business studies at Solano Community College or running the family business with her husband, producing custom stained glass windows for churches and wineries throughout California and beyond. She is currently involved with the Suisun City Public Arts Team and is also a member of a feline rescue. Amy love helping and is always willing to do step up to provide any assistance as necessary. 

 

Amy acts as a non-registered associated person of LPL Financial, LLC.  She is authorized to assist LPL Financial Advisors with LPL Financial, LLC with approved activities.  She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services.  These activities are the sole responsibility of the LPL Financial Advisor(s) she supports.  In addition, she is not authorized to enter into any contractual obligations on behalf of LPL Financial, LLC. or otherwise bind the firm.

LPL Financial, LLC is not affiliated with any other entities referenced.  (01/21)

Doug Midgley

Wealth Advisor

888-989-9168

888-989-9928

dmidgley@wradvisors.com

Doug was born and raised in Chula Vista, Ca. He attended San Diego State University and graduated in 1980 with a BS degree in Telecommunications and Film. Prior to becoming a LPL financial advisor with Waddell & Reed, Doug worked for Longs Drug Stores for 21 years in management and as a store manager. He has always focused on providing excellent customer service and has carried it over into serving as an investment advisor and planner since 2004. Doug wants to help others achieve financial stability for themselves and their family so they can make decisions from a position of financial strength. Doug loves golf and it is his goal to play the top 100 golf courses in the United States.  Doug has been married for 37 years and has two children.

 

LPL Financial, LLC is not affiliated with any other entities referenced.  (07/20)

Julia Kim

Office Manager

888-989-9168

888-989-9928

hkim01@wradvisors.com

Originally from South Korea, Julia began to study abroad at the age of twelve. Since then, she spent time in the Philippines and Malaysia, and has lived in the San Francisco Bay Area since 2014. She attended Diablo Valley College, transferred to UC Berkeley, and graduated from Cal with a Bachelor’s Degree in Economics. As a transfer student herself, Julia mentored community college students planning to transfer to UCs through Cal's Starting Point Mentorship Program.  She still enjoys connecting with international students and providing them with resources and advice.  Her passion in helping others in a way has lead her to the financial services industry.  Julia currently lives in Pleasant Hill, CA with her husband, Sean.

 

Hyunah ("Julia") acts as a non-registered associated person of LPL Financial, LLC.  She is authorized to assist LPL Financial Advisors with LPL Financial, LLC with approved activities.  She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services.  These activities are the sole responsibility of the LPL Financial Advisor(s) she supports.  In addition, she is not authorized to enter into any contractual obligations on behalf of LPL Financial, LLC. or otherwise bind the firm.

LPL Financial, LLC is not affiliated with any other entities referenced.  (01/21)

Lesley Brush

Office Manager

888-989-9168

888-989-9928

lbrush@wradvisors.com

Lesley joined MC Financial Partners as our Office Manager in March 2020.  We are glad to have her on the team!

 

Lesley acts as a non-registered associated person of LPL Financial, LLC.  She is authorized to assist LPL Financial Advisors with LPL Financial, LLC with approved activities.  She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services.  These activities are the sole responsibility of the LPL Financial Advisor(s) she supports.  In addition, she is not authorized to enter into any contractual obligations on behalf of LPL Financial, LLC. or otherwise bind the firm.  (07/20)

Mike Chong, CFP®, CDFA®

Wealth Advisor

(925) 575-8881

(888) 989-9168

mchong@wradvisors.com

Mike Chong, CFP®, CDFA™ is a Bay Area native. He graduated with an Bachelors degree in Economics from UC Berkeley in 1999 and a Masters degree in Business from San Diego State in 2006.

Mike lives his life with passion. He followed his dream of becoming a pilot and earned his pilot license with instrument rating, has lived overseas doing volunteer work in Beijing, China, has traveled extensively to many parts of the world, and actively contributes to the community.

Mike's focus now is on helping others pursue their life goals--goals which often have a financial component.

As a CERTIFIED FINANCIAL PLANNER™ practitioner, Mike's focus is on comprehensive financial planning. He can work along side you to help you design a plan to help get from where you are today to where you want to be. He can show you the impact of decision you have made and may make in the future.

Reach out and schedule an appointment with Mike today.

 

LPL Financial is not affiliated with any other entities referenced. (01/21)

Reach out and schedule an appointment with me today.

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