CONNECT

Address:

5820 Canoga Ave. Ste 100
Woodland Hills, CA 91367

Phone:

Main: 818- 226-2222,,Laura: 818-226-2244,Greg: 818-226-1426 ,Shawn: 818-226-1427,,Maribel: 818-226-1430,Cynthia 818-226-1429

Fax/Other:

818-226-2239

Meet The Team

Laura Pope, CIMA®

Greg Hoelzel, CFP®

Shawn Hare

Cynthia Lemus

Maribel Cobian 

 

Click on a name to see personal bio.

 

 


Laura Pope, CIMA®
Managing Director-Investments

CA License #: OA11302

Laura Pope, CIMA®, has been in the financial services industry for over 30 years. She now serves as Managing Director-Investments at Wells Fargo Advisors. She has been a Wells Fargo Advisors Premier Advisor, an award held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism since they instituted the group in 2006. She has been a guest speaker at various educational conferences for Smith Barney, Prudential Securities and Wells Fargo Advisors.

She completed the IMCA certification program at The Wharton School, University of Pennsylvania & was awarded the Certified Investment Management Analyst certification in 1995. To earn this credential, one must demonstrate knowledge of over 100 planning concepts, pass a rigorous examination, adhere to a strict code of ethics, and fulfill annual continuing education requirements. She has been an active member of Investment Management Consultants Association (IMCA) for over 20 years. Laura holds her Series 7, Series 31, Series 63, Series 65 registrations and her Insurance Licenses.

She did her undergraduate studies at Ohio State University. She has lived in Los Angeles since 1979 and currently lives with her husband Craig Smith in Woodland Hills.

Laura enjoys competitive ballroom dancing, bicycling, hiking, and is a collector of fine letter openers. . Another of Laura's passions is volunteering and giving back to the community. She is a deacon with BelAIr Church and is an active volunteer and donor to the following organizations: Family Rescue Center, Susan G Komen, Scleroderma Research Foundation, International Justice Mission, Room to Read, The Music Center.

 

 

Greg W. Hoelzel, MBA, CFP®
Senior Vice President-Investments

CA License #: 0I51483®

Greg has over 27 years of experience in wealth management.  He helps a select group of mid and late career professionals by serving as their “personal CFO' to help make smart decisions with their money.  A primary objective for the majority of his clients is to help financially plan for, and sustain a 3+ decade retirement, or develop a “work optional” game plan.  Over the course of his career, and as a Certified Financial PlannerTM, Greg has developed a 5-step process designed to understand what is truly important to the client.  Ultimately, a customized, comprehensive investment plan is drafted through a thoughtful analysis of each client's unique goals, values, aspirations and concerns.

Greg received an MBA with a concentration in Financial Planning from California Lutheran University.  He also holds a BS degree in Business Administration - Finance from California State University, Northridge.  He lives in Stevenson Ranch, CA with his wife, Cynthia and their two children, Sophia and Luke.  He enjoys spending time with his family, cycling, snow skiing, hiking, or doing just about anything outside.  Most of the time you'll find him in the gym at one of his son's basketball games, or at the track watching his daughter run.  He loves sports and is a passionate Denver Broncos fan.

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Shawn Hare
Senior Vice President-Investments

Shawn began his financial career at UBS in 2000 and brings 18 years of experience to the practice.  His main focus includes asset management, alternative strategies, and liability management.  Before starting his career in the financial services industry, Shawn played Major League Baseball with the   Detroit Tigers, New York Mets and Texas Rangers.  He prides himself on providing clients with the same discipline and commitment he incorporated into his successful career as a professional athlete.

Shawn attended Central Michigan University where he studied Business and Communications.  He resides in Hancock Park, CA with his wife Emily, and enjoys golf, snow skiing and spending time with his daughter, Payton and their two twins, Morgan and Riley.  

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Cynthia Lemus
Senior Client Associate

Cynthia joined the Pope Hoelzel Hare WMG in 2018. Prior to that, she spent 20 years working as a Senior Client Service Associate at Morgan Stanley Wealth Management. Having spent the last 20 years working in customer service, she fully understands the value of providing careful, efficient, personal service to our clients.

Cynthia attended Los Angeles Valley College where she studied Administration of Justice. She resides in Canyon Country, CA with her son Geovanny and daughter Alexis. She is an avid runner and loves to take cycling classes in her free time.

 

 

 

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Maribel Cobian
Senior Registered Client Associate

Maribel has been working in the financial services industry since 1994 and has worked with Greg and Shawn since 2007.  She has multifaceted responsibilities which include oversight of the team's operational and administrative activities.  She prides herself on providing the highest standard of for the Group's clientele.

Maribel received her Bachelor's degree in Accounting from the College of La Paz.  Prior to working with Greg & Shawn, she was the Branch Administrator for Morgan Stanley's Sherman Oaks Office.  Maribel lives in the San Fernando Valley with her husband, Gabriel and their two sons, Alonso and Leonardo.  When she's able to take a break from her busy roles at work and at home, she enjoys practicing yoga, reading, beach vacations, wine tasting and travel. 

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