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Our Team

How We Work

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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

David Lumiqued

Division Manager

626-966-1426

626-966-0426

Dlumiqued@osaicwealth.com

David Aquino Lumiqued has recently opened our West Covina branch office and has been with Independent Capital Management, Inc. since 1996. David is an owner and also serves on ICM’s Board of Directors.  He is a ...

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Drew S. Marloe

ICM’s Founder, President, Chief Executive Officer and Chairman of the Board

949-366-0761

Mr. Marloe has been active in the financial services industry for more than 30 years. Born in Philadelphia, Pennsylvania, he earned his undergraduate degrees in both Finance and Investments from Babson College in Wellesley,...

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Jack Wlodkowski

President of ICM Lending

949-200-4541

jack@icmlending.com

Jackie Marloe

Director of Business Development

Kevin Yoneda

Division Manager

619-282-1182

619-282-3219

Kyoneda@osaicwealth.com

Kevin Yoneda is Division Manager of the San Diego office and one of the Senior Managing Partners here at ICM. Born in Los Angeles, California, he received a Bachelor`s degree in Business Administration from California State University...

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Marie Cammack

Division Manager

949-453-7660

949-453-7672

Mcammack@osaicwealth.com

Marie Cammack is the Division Manager of the Newport Beach, California ICM office. She was a member of the Honors Program at the University of California Los Angeles and received a Bachelor of Arts degree in Economics.Since 2002, she...
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Michael Farrera

Division Manager

909-948-1608

909-948-7483

Mfarrera@osaicwealth.com

Michael Ferrera is the Division Manager of ICM`s Ontario, California office. He graduated from Pasadena City College with a degree in Business Management. He is a Registered Financial Consultant and a member of the International...

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Pamela Rodriguez

Division Manager

310-557-9850

310-557-8978

Prodriguez@osaicwealth.com

Pamela Rodriguez graduated from Pepperdine University with a Bachelor of Science degree in Business Administration. During her time at Pepperdine, Pamela consulted for a nonprofit organization focused on the development of women, to...

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Susan Green

Division Manager

805-484-1011

805-484-0420

Sgreen@osaicwealth.com

Susan Green has been the branch manager of the Camarillo office for Independent Capital Management since 1995. Susan is a senior managing partner for ICM and serves on the board of directors for the company. She is a CERTIFIED...

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William Farraj

Chief Marketing Officer, Senior Managing Partner