Meet the Team

When you became my client, you placed your trust in me to help make your vision a reality. I honor that trust with the help of my expert support staff. Together, we make a strong commitment to customer service.

If at any time you have a question, concern or need, please let us know.

 
Zachary Doroski

Zachary Doroski

Director of Operations
Office 949-863-5900

Zac joined Northwestern Mutual in 2002 as a Financial Representative Intern and was a Financial Representative prior to joining Buttrey Financial as Director of Operations in January 2015. He is fully licensed in life, health, disability and long term care insurance, and holds his Series 6 and 63 licenses. This allows Zac to fully service our clients with the experience and knowledge they expect.

 
Michelle Marie Burd Hoang

Michelle Marie Burd Hoang, CFP®, ChFC®, CLU®

Director of Investments and Planning
Office 949-863-5900

Michelle has been with Northwestern Mutual since 2006 and joined Buttrey Financial in 2016 as our Director of Investments and Planning. Michelle develops comprehensive, personalized financial plans for our clients and works alongside them to implement those plans over time.  Michelle also oversees all facets of our clients' investment portfolios including transfers, management, and service.  Michelle holds the CFP® certification and the CLU® designation and Series 26, 6, 7, 63 and 66 and is fully licensed in life, health, disability and long-term care insurance.

 
Denise Lynn Spicer

Denise Lynn Spicer

Director of Client Relations

Denise has been with Northwestern Mutual for 10 years. She rejoins Buttrey Financial after 6 years and is happy to be back.  She is the first voice our clients hear when calling in for appointments or service and enjoys her position on the team, developing deep relationships with our clients. Her main focus is delivering an overall excellent experience for our clients as well as providing tremendous support for the entire team and is an integral part of the day to day operations.

Denise was born and raised in the Newport Beach/Costa Mesa area and outside of the office, she enjoys spending time with her two daughters and beloved husband Charlie of 32 years. Denise is fully license in life, health, disability, and long-term care.  

 

Joshua David Buttrey, CFP®, RICP®, CLU®
Wealth Management Advisor


Buttrey Financial - Wealth Management and Insurance Services

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck