Our Team

our team


David K. Little, CFP®, CFA®

President

Dave joined Eclectic Associates in 1992, just prior to graduating from Biola University with a BS in Business Finance. Upon joining the firm, he pursued further education specific to the profession. In 1995 he became a Certified Financial Planner and in 1997 earned his Chartered Financial Analyst designation. Dave has helped take Eclectic Associate’s assets under management from about $20 million in 1992 to just over $500 million as of early 2013, including overseeing the acquisition of the business of a retiring investment advisor in 2010. In 2008, Dave earned the Accredited Investment Fiduciary (AIF) designation, which indicates the commitment Eclectic has to those who rely upon investment fiduciaries, particularly retirement plan sponsors.

Dave has been very active in the community over the years. He has been a member of the La Habra Rotary Club for more than 10 years, including a term as president of the club in 2010. He is a member of the Orange County Chapter of the Financial Planning Association and was president in 2005. He is a member of the CFA Institute and the National Association of Personal Financial Advisors. He is a past president of the La Habra Boys and Girls Club and currently serves as Chairman of the Board of Landmark Certified Development Corporation.


Carl Lachman, CFP®

Vice President, Co-Owner

Carl is a Certified Financial Planner™ and joined Eclectic Associates in 2003. He has a bachelor’s degree in Economics and minor in Mathematics from Occidental College, and an MBA with an emphasis in Finance from the UCLA Anderson School of Management. Prior to joining the firm, Carl handled the finances of a large nonprofit organization and was a consultant for a number of small businesses.

Beyond his work at Eclectic, 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 an Assistant Scoutmaster with the Boy Scouts, a trustee board member for the Raymond M. Alf Museum of Paleontology, a member of the Chapman University Endowment Council, and a member of the Newport Beach Sunrise Rotary Club. Carl has helped moderate the “It’s Your Money” and “It’s Your Estate” eight week community classes in Fullerton and Brea since the spring of 2011.

Since a child, Carl has enjoyed visiting over 80 National Parks and National Monuments in the U.S.A., traveling to the majority of them with his wife and children. He also likes many outdoor activities, including running, backpacking, fishing, and surfing.


Scott Rojas, CFP®

Vice President, Co-Owner

Scott joined Eclectic Associates, Inc. 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 Planner designation in 2008. His previous work experience includes working as a senior financial analyst in the Biomedical Research Division and a financial systems analyst for the North American Commercial Operation Division at Beckman Coulter.  Prior to Beckman Coulter, Scott worked 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 for 22 years. They have three daughters and one son. They regularly attend The First Evangelical Free Church of Fullerton. Scott is actively involved in the local community.  He is a member of the Brea Rotary Club, serves on the St. Jude Foundation Board, Brea Rotary Board, the Orange County Food and Wine Festival Committee, as well as the Envision Brea Committee. Scott is the current president of the Rotary Club of Brea (2016-2017). Scott enjoys golf, the beach, the LA Dodgers, Mexican food and spending time with the family.


Russell W. Hall, CFP®

Financial Planner, Co-Owner

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

Russell lives in La Mirada with his wife and two daughters, and their two dogs. They are active in their church, Calvary Chapel Into the Light. Russell is also the current president of the La Mirada Rotary Club and has served on the board of the La Mirada Community Foundation.


David K. MacLeod, CFP®, CFA®

Financial Planner

David joined Eclectic Associates in 2006 and earned the Certified Financial Planner® (CFP) designation in 2009. In 2013, David completed the rigorous Chartered Financial Analyst® (CFA) program to earn the CFA charter.

David is a graduate of Biola University where he received a bachelor’s degree in business administration. David has previously served as a board member and membership chair of the Financial Planning Association of Orange County.

David and his family live in La Habra. Outside of work, he is an active member of the Fullerton Sunrise Rotary Club and enjoys reading, running, and spending time with his wife and kids.


Travis McShane

Travis McShane, CFP®

Financial Planner

Travis joined Eclectic Associates in 2010 and earned the Certified Financial Planner (CFP®) designation in 2013. Travis is currently pursuing the Chartered Financial Analyst (CFA®) designation and recently took the Level II exam.

Travis is a graduate of California State University, Fullerton where he graduated magna cum laude with a bachelor’s degree in finance. He went on to complete his CFP® coursework at the University of California, Irvine.

Travis is active in his church, EV Free Fullerton, where he serves on the 5PM service leadership team, as a community group facilitator, and on the connections team at the 5PM service.

Outside of work, he enjoys surfing, playing basketball, rooting for the Lakers, and spending time with friends and family.


calderon

Aimee Calderon, CFP®

Financial Planner

Aimee originally joined Eclectic Associates in January 1998 as an intern from Biola University. She received her BS in Business Finance in 1999 and went on to become a Certified Financial Planner in 2001. In December of 2004, Aimee left Eclectic Associates to become a mother. She and her husband Andrew have three children now, two boys and one girl. She spent over 10 years as a stay at home mom. In October 2015, Aimee returned to Eclectic since her three children were all in school full time.

Aimee has been very active in her children’s schooling, volunteering in the classroom as well as the PTA. She has served on the Executive Board of the Anaheim Hills Elementary PTA and is involved in various PTA committees.  Aimee and her family are also very active in their church and enjoy serving.  She stays very busy caring for her children and shuttling them to all of their sports.


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James I. Moore, CFP®

Financial Planner

James joined Eclectic Associates in 2013 and became a Certified Financial Planner™ in 2016. He is a graduate of Biola University where he received a bachelor’s degree in business administration. James continued his coursework for the CFP designation at the University of California, Irvine. His previous experience includes working in banking operations at ECCU and serving on the trustee board at his church.

James and his wife live in Fullerton. Outside of work, he is an active member of his church and enjoys spending time with his wife, family, and friends.


Michelle Voigt

Office Manager

Michelle is our Office Manager.  She is also responsible for managing the daily activities of the back office. She supervises the non-planning staff in the performance of their duties and is responsible for department processes and procedures.  She recently was assigned the role as Eclectic’s bookkeeper.

Michelle joined Eclectic Associates in October of 2007. She and her husband reside in Rancho Cucamonga. They have three married children; a son, and two daughters, and two granddaughters.  Prior to joining Eclectic Associates, Michelle was self-employed for 15 years as a medical transcriptionist.  She and her husband are enjoying their new role as grandparents.  In her spare time, she enjoys being outdoors, gardening, and spending time with her family and friends.


Masako Sumita

 

Financial Paraplanner

Masako joined Eclectic Associates 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 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.


Patricia Buchholtz

Patricia (Patti) Buchholtz

Compliance Officer, Paraplanner

Patricia joined Eclectic Associates, Inc. in April, 2010.   Prior to her position here, she worked in the medical field as a Physician Assistant for 15 years.  As Chief Compliance Officer, Patti’s role is to help ensure that the firm complies with its outside regulatory requirements and internal policies.  As a paraplanner, she works with the advisors and custodians in preparing and processing paperwork to service our clients.

Patti received her undergraduate degree from the University of Southern California and her master’s degree from Baylor College of Medicine.  She enjoys attending USC football games and following University of Richmond Spiders basketball, where her son recently graduated.  She also appreciates the time she spends at the First Evangelical Free Church of Fullerton as a Sunday school teacher for the three-year-olds.


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Cheryl Thompson

Receptionist, Billing, Administrative Assistant

Cheryl joined Eclectic Associates in November of 2011 as a receptionist and billing administrator. In her role she performs 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.

Cheryl attended Bob Jones University in Greenville, South Carolina and earned a degree in Office Administration. Prior to joining Eclectic Associates, she spent the past 15 years in Office Administration in various capacities.

Cheryl 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.


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Jennifer Murdock

Paraplanner

Jennifer joined Eclectic Associates in January of 2016 as a Paraplanner. She is responsible for performing multiple back office tasks which includes assisting planners in preparing various applications, paperwork, and data entry. She serves as a backup billing administrator and helps in the move money process when needed. You may also hear her answering the phone when you call.

Jennifer graduated from Biola University in 2014 with a bachelor’s degree in business administration and is currently working on earning her Certified Financial Planner designation. She enjoys biking to the beach, traveling, and going on adventures with friends and family.


Carl J. Camp, CFP®

Retired, Chairman of the Board

In 1985 Carl joined Eclectic Associates to help build the business along with his father, W. B. (Bill) Camp. Bill had just started the firm the year before. 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 and serves on the board of directors for The Navigators and Solidarity, a local ministry among the poor in North Orange County. In the past, he has served on the board of directors for the St. Jude Memorial Foundation and the Biola University School of Business Advisory Board. He also served 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 a past president of the Fullerton Chamber of Commerce, past Chairman of the St. Jude Memorial Foundation and is active in the Rotary Club of Fullerton.

Carl has been married to his wife, Judy, over 35 years. They have four children, three daughters and a son. Their oldest daughter is married and has three sons and one daughter. Their son is married and a 2010 graduate from Talbot School of Theology. Their middle daughter has a master’s degree in Speech Pathology. Their youngest daughter works for The Sheepfold, a shelter for women with children.


 

Our People

  • David K. Little, CFP®, CFA®
    President
    Dave joined Eclectic Associates in 1992, just prior to graduating from Biola University with a BS in Business Finance. Upon joining the firm, he pursued further education specific to the profession. In 1995 he became a Certified Financial Planner and in 1997 earned his Chartered...

    read more
  • Carl Lachman, CFP®
    Financial Planner
    Carl is a Certified Financial Planner and joined Eclectic Associates in 2003. He has a bachelor's degree in economics with a minor in mathematics from Occidental College, and an MBA with an emphasis in finance from the UCLA Anderson School of Management. Carl also earned a Masters...

    read more
  • 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...

    read more
  • 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...

    read more
  • 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....

    read more
  • Travis McShane, CFP®
    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...

    read more
  • Aimee Calderon, CFP®
    Financial Planner
    Aimee originally joined Eclectic Associates in January 1998 as an intern from Biola University. She received her BS in Business Finance in 1999 and went on to become a Certified Financial Planner in 2001. In December of 2004, Aimee left Eclectic Associates to become a mother...

    read more
  • James I. Moore, CFP®
    Financial Planner
    James joined Eclectic Associates in 2013 and became a Certified Financial Planner™ in 2016. He is a graduate of Biola University where he received a bachelor’s degree in business administration. James continued his coursework for the CFP designation at the University of California,Irvine...

    read more

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