How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
TRUDY HAUSSMANN, CFP®
President and Owner
CA Insurance License #0756590 Trudy Haussmann has been working in the financial service industry since 1985. She graduated with bachelor's degrees in economics and political science from the University of California, Los Angeles. She...
JOHN DUNPHY, CFS
Financial Advisor
CA Insurance License #0B73679 John graduated from California State University, Fullerton with a Bachelor of Arts degree in Business Administration with a concentration in Finance. His coursework included extensive studies in finance,...
PATRICK DANLY
Financial Advisor
CA Insurance License #0F88078 Prior to graduating with a Bachelors Degree from San Francisco State University in 1995, Pat was the owner of a small business in the Bay Area, Berkeley Windsurfing & Snowboards. In 1996, he relocated to...
DOMINICA HENDERSON, CFP®, BFA®
Financial Advisor
dominica@haussmannfinancial.com
CA Insurance License #0F46549 Dominica L. Henderson is a native of Augusta, Georgia where she completed her undergraduate degree from Augusta State University majoring in Chemistry. Just months after completing her Bachelor’s....
Jason Simard, CFP®
Chief Officer of Operations
CA Insurance License #0C90100 Jason graduated from California State University at Fullerton with a degree in Business Administration with an emphasis in Financial Planning and Investments. He has worked with Haussmann Financial, Inc....
Amy Terlouw
Vice President of Operations
Amy earned an Associates of Arts Degree in Business Administration and holds a Series 6 License as a Limited Securities Representative. She is a licensed Life, Health and Disability Insurance Agent with the State of California. She has...
Erin Baldi
Director of Public Relations
Erin is a graduate of the University of Southern California Marshall School of Business, where she earned a degree in Business Administration with a dual emphasis in Marketing and Real Estate Finance. Erin also holds a Meeting Planning...
Ann Strain
Administrative Assistant
Ann earned her Bachelor of Science Degree in Human Services from California State University at Fullerton. Ann has over 15 years of experience as an Administrative Assistant and is a Commissioned Notary Public for the State of...
Bill Haussmann
Senior Client Representative
Bill is a graduate of The Eli Broad College of Business at Michigan State University where he earned a Bachelor degree in Business Administration with a concentration in Economics and Finance. For over 15 years, Bill worked in the...
Madison Anderson, CFP®
Paraplanner
madison@haussmannfinancial.com
Madison is a graduate of California State University at Fullerton. She holds a Bachelor of Arts degree in Business Administration with a concentration in Finance. While in her undergraduate program, she also earned a Certificate in...
Kristina Meyers
Client Services Assistant
kristina@haussmannfinancial.com
Kristina brings a prolific background of Customer Service experience to Haussmann Financial having studied at Orange Coast College and providing excellent service to clients for over 20 years with15 of those years focusing in finance....
Gerson Gomez Cabrera
Client Services Assistant
Gerson earned an Associates of Arts Degree in Business Administration from Hillsborough College in Tampa Florida. He has worked in the Financial and Banking industry since 2017 with a concentration in Client Services and Management....
Laura Olmos
Administrative Assistant
Laura is the first face to greet you as you enter our Pasadena office. Laura became a part of the Haussmann Financial family in 2015 by way of working with Mike Ryan at RAM financial for over 17 years. Laura supports Trudy Haussmann...