Our Team

Carl J. Camp, CFP

President

Carl joined Eclectic Associates, Inc. in 1985 and helped build the business along with his father, W. B. (Bill) Camp. Bill Camp had just started the firm a year earlier in 1984. Carl has been listed as one of the top financial planners in the country by MUTUAL FUND MAGAZINE, WORTH MAGAZINE and MEDICAL ECONOMICS. Prior to joining Eclectic, Carl was marketing manager at NavPress, the publishing arm of The Navigators. He has a bachelor’s degree in engineering from Purdue University.

Carl is active in his church, The First Evangelical Free Church of Fullerton. He is also Past Chairman of the St. Jude Memorial Foundation and serves on the Biola University School of Business Advisory Board and the board of directors of The Navigators. and the St. Jude Memorial Foundation. He is also on the Investment Review Committee for the St. Joseph Health System. Carl is a past president of the Orange County Society of the Institute of Certified Financial Planners. He is also and a past president of the Fullerton Chamber of Commerce and is active in the Rotary Club of Fullerton.

Carl has been married to his wife, Judy, over 30 years. They have four children, three daughters and a son. Their oldest daughter is married and has two sons and one daughter with a fourth child on the way. Their son is married and graduated from Talbot School of Theology in 2010. Their middle daughter has a masters in Speech Pathology. Their youngest daughter is a student at Hope International University majoring in Business and sells Mary Kay Cosmetics.

• LA Times article featuring Carl: At 60 and with a high net worth, should he retire?
• Named several times by Medical Economics as one of the top financial advisors in the country for doctors

David K. Little, CFP, CFA

Vice President

Dave joined Eclectic Associates in 1992. He is a Chartered Financial Analyst and a Certified Financial Planner, and has a bachelor’s degree in business with an emphasis in finance from Biola University. Dave is the president of the La Habra Rotary Club, a member of the National Association of Personal Financial Advisors, and the CFA Institute. He is a Past President of the Orange County Chapter of the Financial Planning Association. Dave and his wife Julie live in La Habra Heights with their three children. In his spare time, he enjoys golf and reading.

• The L.A. Times has tapped David as a financial expert for one of its articles
• David is featured as a financial advisor in an MSN Money article on educational planning for new parents

Carl Lachman, CFP

Financial Planner

Carl is a Certified Financial Planner and joined Eclectic Associates in 2003. He has a bachelor’s degree from Occidental College and an MBA from the UCLA Anderson School of Management. Beyond his work at the firm, Carl has been a board member for the Grapevine Outreach, a nonprofit organization that assists victims of domestic violence, and has served on alumni boards at The Webb Schools and UCLA Anderson. Carl is currently a trustee board member for the Raymond M. Alf Museum of Paleontology and a member of the Newport Beach Sunrise Rotary Club.

• Carl was a featured speaker during the “It’s Your Money” Workshop Series held at the Fullerton Senior Center in the Fall of 2010.

Scott Rojas, CFP

Financial Planner

Scott joined Eclectic Associates in August 2004. He has a bachelor’s degree in business administration from Biola University (1993) and an MBA from Cal Poly Pomona (2004). Scott earned the Certified Financial Planning (CFP®) designation in 2008. His previous work experience includes working as a senior financial analyst at Beckman Coulter, working as a team leader at American Funds Service Company and working at T.Rowe Price as an investor center representative.

Scott has been married to his wife Michelle since 1994. Scott and Michelle have three daughters and one son. They regularly attend The First Evangelical Free Church of Fullerton. Outside of work Scott is actively involved in the community. He works closely with the So Cal Seahorses, is on the Brea Soccer Association Board of Directors and works with the Brea Little League.  In his spare time, he enjoys golf and spending time with the family.

• Scott was cited as a financial planning expert on Fidelity Investor’s Weekly (Fidelity.com) in an article about saving money.

Russell W. Hall, CFP

Financial Planner

Russell joined Eclectic Associates, Inc. in 2001. He is a Certified Financial Planner, and has a Personal Financial Planner designation from the University of California, Irvine and a bachelors degree in communications from Biola University. Prior to earning his CFP® designation in 2007, Russell worked at Eclectic as a paraplanner. His previous experience includes working in international ministries at Insight for Living.

Russell lives in La Mirada with his wife and daughter, and their two dogs. They are active in their church, Calvary Chapel Into the Light.

David K. MacLeod, CFP

Financial Planner

David joined Eclectic Associates, Inc. in 2006. He is a Certified Financial Planner and has a Personal Financial Planner designation from the University of California, Irvine. David is also a graduate of Biola University where he received a bachelor’s degree in business administration.

David and his family live in Irvine. In his spare time, David enjoys reading a good book, running, and spending time with his wife and daughter.

Masako Sumita

Financial Paraplanner

Masako joined Eclectic Associates, Inc. in April of 1992. She is a Registered Paraplanner and has a bachelor’s degree in business administration from California State University of Fullerton.

Masako is responsible for keeping our clients investment information current on our computer system, and processing trades. She works closely with the discount brokers and fund companies we use to make sure client information is up to date.

Maya Kridner

Administrative Assistant

Maya joined Eclectic Associates, Inc. in January of 2006. She is an administrative assistant, performing multiple back office tasks which include assisting planners with reviews of client portfolios and investment plans, preparing and proofreading letters sent to clients, completing paperwork and data entry. You may also hear her answering the phone when you call.

Maya and her husband, Kevin, live in Anaheim Hills.  In her spare time she enjoys reading and is always eager to visit family back east in North Carolina.

Michelle Voigt

Administrative Assistant

Michelle joined Eclectic Associates, Inc. in October of 2007. She and her husband have resided in Fullerton since 1983.  She is a mother of one son and two daughters.  Her middle daughter was married in 2010.  Prior to Eclectic, Michelle was self-employed for 15 years as a medical transcriptionist.  She and her family have been attending and serving at The First Evangelical Free Church of Fullerton for many years.  Special times away from work are enjoyed while being with family, playing games with friends, or watching a good movie.

At Eclectic, Michelle assists in various administrative duties in the back office including, assisting planners with preparing paperwork, working directly with custodians to assist with client’s needs, and managing back office work flow.  She also assists the paraplanner, and serves as back-up to our billing administrator and other back office duties.  You may also hear her answering the phone when you call.

Patricia Buchholtz

Administrative Assistant

Patti joined Eclectic Associates, Inc. in April of 2010. Before coming to Eclectic, Patti worked as a Physician Assistant for 15 years. She graduated from the University of Southern California and continues to support the Trojans as a football season ticket holder. Patti also enjoys the time she spends each Sunday at the First Evangelical Free Church of Fullerton as a Sunday school teacher for the 4 year olds.

Patti is an administrative assistant, performing multiple back office tasks which include maintaining our compliance notebook, assisting planners with investment plans, preparing and proofreading letters sent to clients, completing paperwork and data entry. You may also hear her answering the phone when you call.

Cheryl Thompson

Receptionist, Billing, Administrative Assistant

Cheryl joined Eclectic Associates, Inc. in November of 2011. She attended Bob Jones University in, Greenville, South Carolina and earned a degree in Office Administration. Prior to joining Eclectic, she spent the past 15 years in Office Administration in various capacities. She is married and is a mother of a son and daughter. She is actively involved at her church and has a passion to minister to the hurting and less fortunate. In her spare time, she enjoys spending time with her family and friends, enjoys the outdoors, music, reading, and watching a good movie.

Cheryl is our receptionist and billing administrator, performing multiple tasks including answering phones, making appointments, preparing and sending invoices, updating the transaction ledger, making deposits, preparing new client information, receiving faxes, mail distribution, overseeing deliveries, and many other miscellaneous projects. You will most likely hear her answering the phone when you call.

Travis McShane

Paraplanner

Travis joined Eclectic Associates, Inc. in September of 2010. Travis graduated Magna Cum Laude from California State University, Fullerton with a Bachelor’s degree in Finance, in May 2010.  Prior to joining Eclectic, he held positions coaching basketball at La Habra High School as well as working for JPMorgan Chase. He is currently working toward earning his CFP designation and will be continuing his classes at University of California, Irvine.

Travis is a paraplanner, assisting in various administrative duties in the back office as well as coordinating with the planners on the front end. He assists with opening new accounts, transferring assets between custodians, and following up on lengthier projects that occur throughout the year.