David Wagner is the Co-Founder, CEO, and Chief Investment Officer at Tidecrest Wealth Management. He specializes in portfolio management, financial planning, investment selection, retirement planning, and qualified account consulting.

David brings nearly two decades of wealth management experience, most recently across 10 years at Morgan Stanley and 8 years at Merrill Lynch. He began his career in the Private Client Services division of Arthur Andersen, where his work in taxation, financial statement analysis, and estate planning shaped his approach to managing complex wealth. He holds the Chartered Financial Analyst (CFA®), CERTIFIED FINANCIAL PLANNER™ (CFP®), and Certified Public Accountant (CPA) designations and is an active member of the CFA Institute, the CFA Society of Orange County, and the Financial Planning Association.

David earned a B.A. in Business Economics with an emphasis in Accounting from UC Santa Barbara and an MBA from USC's Marshall School of Business, with an emphasis in Financial Markets and Investments. While at USC, he also earned a Graduate Certificate in Financial Analysis and Valuation from the Center for Investment Studies.

David’s greatest value comes from working closely with clients, building customized plans and applying his expertise directly to what matters most to them.

A native of Newport Beach, David resides in Corona del Mar, California, with his wife, Brooke, their daughter, and two sons. In his free time, he enjoys surfing, skiing, travel, golf, hockey, and prone paddle boarding.

Troy Brown is the Co-Founder, Chief Operating Officer, and Director of Financial Planning at Tidecrest Wealth Management, where he builds comprehensive financial plans for clients and oversees the firm's day-to-day operations. He specializes in serving affluent families and individuals with complex financial circumstances.

Troy has worked in financial services since 2016, most recently spending 8 years as a financial advisor at Merrill Lynch before joining Tidecrest. Over that time he developed a focus on the planning needs of clients with substantial and often complicated financial lives.

He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Sports and Entertainment Accredited Wealth Management Advisor® (SE-AWMA®) designations, as well as his Series 66 registration. Troy earned his degree at Cal Poly San Luis Obispo, where he built the foundation for his career in financial services.

Troy is driven by the chance to make a real difference in his clients' lives, whether that means surfacing something they hadn't considered or building a structure that leaves them better positioned for the future. He takes pride in being in a client's corner, grounding his work in trust and genuine care, and believes the greatest value he offers is financial direction and stability.

Originally from Tustin, California, Troy resides in Newport Beach with his wife, Lindsay, and their young son. He is a Christian, and they attend Mariners Church in Irvine. His faith and family are central to his life and continually inspire him to bring his best to his work.

Trent Kolden is a Senior Wealth Management Associate at Tidecrest Wealth Management, dedicated to delivering high-quality service and helping clients work toward their financial goals. Before joining Tidecrest, he spent five years at Capital Group as a Senior Client Service Associate, where he honed his skills in client service.

Trent graduated from California State University, Fullerton, with a B.A. in Business Administration and a concentration in Finance. His early experiences taught him the value of saving, which naturally led to his interest in financial planning. He has passed the Uniform Investment Adviser Law Examination (Series 65) and is currently working toward the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

What Trent enjoys most is building lasting relationships and providing the kind of prompt, reliable service that leaves clients feeling valued and understood. He takes genuine interest in his clients' lives and in understanding what matters most to them.

Trent grew up in Aliso Viejo and now resides in Laguna Niguel with his wife, Lauren, and their two sons, Damien and Bodhi, who are his biggest supporters. Outside of work, he is passionate about ice hockey and surfing, and his family loves spending time together at the beach, creating memories that keep him grounded and motivated.

Mary Tonaszuck is a Client Service Associate at Tidecrest Wealth Management, where she is dedicated to delivering thoughtful, responsive service and building meaningful relationships with clients. She takes pride in supporting clients through every step of their financial journey, ensuring their needs are met with care, precision, and a strong sense of purpose.

Mary earned her Bachelor of Science in Biology from the University of Massachusetts Amherst and her MBA from the Shidler College of Business at the University of Hawai'i, with a focus in Finance and Management. Prior to joining Tidecrest, she worked at Bank of Hawaii in regulatory reporting and treasury management, where she supported clients with transactions and time-sensitive requests.

That background gave Mary a sharp eye for detail and a deep appreciation for the responsibility that comes with managing others' financial matters. She brings that same diligence and reliability to her work at Tidecrest, where clients know their requests are in careful hands.

Passionate about helping others, Mary finds real fulfillment in making a meaningful impact in her clients' lives. Originally from Boston, Massachusetts, she now resides in San Clemente, California, and enjoys spending time outdoors, surfing, and making the most of time with family and friends.