Dean McCormick, MBA, CPA, is the managing partner of Insight Wealth Strategies.
He has over 40 years experience in finance and accounting and began his career with Ernst & Young. He has been Chief Financial Officer for two growth companies that merged with large public companies, and worked for an investment banking affiliate of a venture capital firm. Since 1993 he has served entrepreneurs as their Personal CFO and CPA.
He was chair of the Investment Committee for the Catholic Diocese of Orange and a member of the Financial Council. He has been on the Board of Directors for three public growth companies. He was a founder of the Advisory Board for the Orange County Business Forum at the University of Southern California. He is a past president of the Orange County Chapter of the Association of Corporate Growth.
Dean holds a Bachelor of Arts in Economics, with distinction, from the University of Redlands, and a Master of Business Administration in Finance in from the University of Southern California. He and his wife Martha are proud parents of four children and twelve grandchildren. He enjoys running, golf, skiing and body surfing.
Christopher McCormick, MBA, is Of Counsel to Insight Wealth Strategies.
Chris joined MIG Real Estate, the commercial real estate division of Paul Merage’s alternative investment platform, in 2004. He currently serves as the Director of Investments where he oversees a $2 billion portfolio, arranges debt financing, and manages a team of professionals. Prior to joining MIG Real Estate, he held positions at the Irvine Company and KBS Realty Advisors.
He received his B.S. in Business Administration with an emphasis in Real Estate Finance from the University of Southern California and an MBA from the Kelley School of Business at Indiana University. Chris and his wife, Ashley, live in San Juan Capistrano with their four children, and he enjoys hiking, mountain biking and skiing.
Raquel Ploum is our Office Manager and Director of First Impressions. She handles all administrative and client relations matters for us, and previously served in similar roles for other professional service firms. She is fluent in Spanish and has lived in Europe, Asia and South Africa. She has two adult children along with a beautiful granddaughter, and enjoys living in Newport Beach along with her dog, Gracie.