Client Services Director
Born in Malaysia, Jennifer came to the United States in 1991 to pursue her education. She reached her goal in 1997 when she received her Bachelor of Science from Arizona State University with an emphasis in business management.
After graduation, Jennifer embarked on a career in business management. With more than a decade of managing small to mid-size firms in various industries, Jennifer felt a change was necessary.
In 2008, Jennifer Rorke was presented with an opportunity in the financial industry. She is currently an underwriting manager with Tax and Financial Partners, Inc.
Jennifer enjoys spending quality time with her daughters and husband. Her varied interests include all types of music, travel, and fine international cuisine.
CA Insurance Lic. 0809339
Thomas graduated from University of Southern California in 1990 with a Bachelor’s degree in Marketing. Thomas immediately began his financial services career with the Tax & Financial Group in Newport Beach, California. Thomas formed his own firm, Tax & Financial Partners, in 2004. Thomas’s clients consist primarily of closely held business owners, corporate executives and professionals. His specialty includes financial, estate and investment strategies. Thomas also spends much of his time designing creative compensation solutions that benefit owners and highly compensated executives of closely held companies. Lastly, he is involved in the design and implementation of corporate exit strategies and business succession plans.
Thomas believes in being involved and giving back to the community and charities. He is a member of the Laguna Beach Chamber of Commerce, Society of Financial Service Professionals and NAIFA. Additionally, Thomas volunteers his time to a number of charities assisting them in philanthropic efforts including the AIDS Foundation Services and Child Abuse Services.
Thomas is a Registered Representative offering investments and advisory services through Lincoln Financial Securities Corporation, Member SIPC.
Client Services and Marketing
Tricia graduated from Boston University, with a B.S. in Journalism and a B.A. in International Relations, magna cum laude, and received her MBA from The Wharton School, University of Pennsylvania, under full academic scholarship as a Kraft Foods Fellow.
Tricia is pleased to be working with Thomas and the team to assist individuals plan, pursue, and potentially surpass their life and financial goals.
In her spare time, Tricia enjoys spending quality time with her family, doing yoga, traveling, and volunteering for her local alumni organizations and Make-A-Wish Orange County & the Inland Empire.