Our Team
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Bob Voorhees, CFP®, AIF®
(949) 252-4765 | voorheesb@stifel.com
Bob Voorhees is a Senior Vice President/Investments with the Foresight Wealth Management Group. A graduate of Montclair State University in New Jersey, Bob began his investment industry career with A.G. Edwards in 2002 and joined Stifel in 2016 from RBC Wealth Management. Prior to making his investing hobby his career, he owned several companies and served in multiple corporate executive officer capacities, both of which provided Bob with extensive international business experience. Bob earned the CERTIFIED FINANCIAL PLANNER™ certification and the Accredited Investment Fiduciary® designation. He draws on this knowledge to reinforce our methodology for developing strategies designed to help clients accumulate, mitigate risk to, and transfer their wealth. He continually seeks to further his education as part of his commitment to arming himself with the sophisticated knowledge and skills necessary to gain a deeper understanding of his clients’ individual financial objectives and address complex financial needs. Bob is approved as a Portfolio Manager – Solutions Program, which allows him to manage client portfolios in the Stifel Solutions Program, a discretionary advisory services program. To qualify for this, he demonstrated a commitment to comprehensively addressing his clients’ individual investment needs, complementing their investment knowledge and portfolio management skills, and maintaining an outstanding record of client service. In addition, he was named to the Stifel Chairman’s Council*, an annual honor placing Bob among the top financial advisors in the firm. *Chairman’s Council qualification is based on being among Stifel's top-producing financial advisors. For 2021 qualification, Chairman’s Council consisted of 378 financial advisors, who were recognized from among the more than 2,300 financial advisors across the nation. |
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Dave Holler
(949) 252-4785 | hollerd@stifel.com
Dave began his investment industry career in 1994 with The Hartford Financial Services Group and joined the team at Stifel in 2019. He has helped clients across Southern California with portfolio design, retirement income strategies, as well as college savings and 401(k) plan education. He graduated from California State University – Fullerton and holds the Series 7 and 66 securities licenses. Born and raised in Southern California, Dave has continued to support his community. He currently serves on the Foothill High School Volleyball board as tournament director. Previously, he volunteered as coach for Little League teams, the National Junior Basketball team, and club basketball teams. In his spare time, Dave enjoys surfing, golfing, traveling, and spending time with his wife, Tifney, and son, Kyle. |
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Patrick Dyas
(949) 252-4790 | dyasp@stifel.com
Patrick began his financial services career in 2018 when he joined the team as an intern. Since then, he has worked alongside members of the team getting to understand the meticulous attention to detail that goes into each client’s experience. Patrick is a local Southern Californian. He attended Chapman University and holds Series 7 and 66 securities licenses. He looks to provide his clients with outstanding service with the help of his team. Patrick continues his philanthropic ventures with organizations such as CHOC Hospital and the Let it Be Foundation. In his free time, he enjoys spending time at the beach, surfing, and getting outdoors. |
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Stephen Litman
(949) 252-5678 | litmans@stifel.com
Stephen began his investment industry career at Stifel in 2022. Prior to joining the team, Stephen was an early member of the real estate platform company, Compass. Stephen also worked as a national trainer and speaker for Robbins Research International, where he worked closely with Fortune 500 executives and teams on developing peak performance strategies. As an early member of a high growth tech start-up, Stephen became interested in strategies used to grow and mitigate risk to wealth, which is why he transitioned his career to comprehensive wealth management. Stephen earned a Bachelor of Business Administration from George Washington University. Outside the office, Stephen enjoys traveling, being outdoors, and spending quality time with loved ones. He is excited to leverage his past experience to provide a high level of service to the clients of Foresight Wealth Management Group. |
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Justin Porrett, CFP®, AIF®
(949) 252-4773 | porrettj@stifel.com Justin began his investment industry career in 2010 with Wells Fargo Advisors and joined Stifel in 2016. From a young age, he was interested in investing and was continually searching for the most current news, data, and information that could help analyze the best moves to make in future markets. He teamed with the Foresight Wealth Management Group because he, too, believes in the importance of operating in a team environment and developing documented, comprehensive strategies that provide clients a roadmap to their life, financial, and retirement goals. Justin earned a dual B.A. in Business Administration with a concentration in Accounting from the University of California – Irvine. His education provided him a unique background that allows him to understand the macroeconomic environment and analyze companies’ financial positions and needs. |
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Rachel Hughes
(949) 252-4776 | hughesr@stifel.com Rachel joined Stifel in 2016 after serving nearly seven years as a Registered Client Associate with RBC Wealth Management. She has extensive knowledge in assisting clients and is focused on delivering outstanding service to each and every client of the Foresight Wealth Management Group. She holds Series 7 and 66 securities licenses. Rachel earned a B.A. in Modern Literature from the University of California, Santa Cruz. She recently returned to her hometown of Huntington Beach, California, to be closer to family and friends. In her free time, she enjoys relaxing with her family, spending time at the beach, running, and reading. |
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Dominic Dilani
(949) 252-4796 | dilanid@stifel.com Dominic joined the group in 2022. As a Client Service Associate, Dominic delivers comprehensive service to clients by attending to their account service needs. Working closely with the team, he prepares reporting materials, executes requests for capital, and coordinates any additional matters related to their accounts. Dominic’s objective is to provide dedicated, client-first service and serves as a first point of contact with established and potential clients. Dominic is born and raised in Southern California and dedicates his free time to charitable causes, including Battle Cancer fitness fundraising events, Leukemia and Lymphoma Society “Light the Night” events, and community service. He is also an INSPIRE AYA advisory panel member. |
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