Carl Lachman, CFP

November 30, 2006

Eclectic Associates is proud to announce that Carl Lachman has passed the Certified Financial Planner exam.

Eclectic Hires David MacLeod

June 30, 2006

Eclectic Associates is pleased to announce that David MacLeod has joined the company as a paraplanner. David is a graduate of Biola University. He will work closely with the planners and the back office.

Eclectic Hires Maya Kridner

January 30, 2006

Eclectic Associates is pleased to announce that Maya Kridner has joined company. Maya will work closely with the planners as an administrative assistant.

Baby Rojas

July 28, 2005

Holy Kate was born on July 28, 2005. She weighed in at 5 lbs 7 oz and is 17.5 inches long. Amber, Maddy and Aaron are all very proud of their new baby sister.

1st Grandchild

February 3, 2005

Carl’s oldest daughter Beth and her husband James gave birth to Carl’s first grandchild, Matthew James Shank on February 3, 2005. Both Carl and his wife Judy, while not admitting to be old enough to be grandparents, are thoroughly enjoying Matthew.

New arrival

January 2, 2005

Caleb Andrew (7 lbs 3 oz) was born on January 2, 2005. Mom and baby are doing well.

Exciting News at Eclectic

July 30, 2004

We have good news to share with our clients. Aimee Calderon, one of our financial advisors, is expecting her first baby at the end of December 2004. Aimee and her husband are very excited about the upcoming arrival of their baby boy. Once the baby arrives, Aimee plans to continue working for Eclectic on a part time basis out of her home.

We recently hired Scott Rojas as a financial advisor to fill Aimee’s full time position at Eclectic. Although Aimee will not leave her full time role until December, Scott will begin working at Eclectic in August 2004 so that he has time to learn the processes and culture of our firm. Scott has extensive experience in the financial industry. He has a bachelor’s degree in business with an emphasis in finance from Biola University and recently received his MBA degree from California Polytechnic University of Pomona. Scott has worked for two large mutual fund firms and has worked most recently as a financial analyst at Beckman Coulter. We are excited for Scott to join our team and we are sure that he will be a great asset to us and our clients.

Launch New Website

January 30, 2004

We have finally finished our website. It has been a long time coming. It is our desire that this website will be a useful tool for our existing clients and a good source of information for potential clients. This page, “Eclectic Update”, will be where you can find current information on what is going on at Eclectic.

As most all of our clients know, Russell Murdock left our firm on August 1, 2003. Russ was one of our financial advisors and we were sorry to see him go. We wish him the best of luck in his new venture of starting a financial planning firm.

We have spent a couple months interviewing several qualified individuals to fill Russ’ position. We recently hired Carl Lachman to join our advisor team. Carl started working at Eclectic on November 3, 2003. He recently obtained his MBA degree from the University of California, Los Angeles. Carl has been working for the First Evangelical Free Church in Fullerton for the past 5 years as the Manager of Business and Information Systems which directs the accounting and finance departments. We are very excited about Carl working with us and think he will be a great asset to us and our clients.

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