Kevin Richards, RFC®

KNR Consulting and Wealth Management, Inc.
KRWM Insurance Services
Registered Financial Consultant (RFC)

Kevin@knrconsultinggroup.com

As a Registered Financial Consultant Kevin specializes in helping clients protect their principal, grow their assets ahead of inflation and protect their loved ones by understanding all the insurance options that are available. Kevin is a fully licensed financial advisor able to provide the following services:

  • Social Security maximization
  • Veterans Benefits maximization & processing
  • IRA and 401(k) rollovers
  • Life Insurance and Long Term Care Planning
  • Investment Management

Jean Jacques Widmaier, RFA®

KNR Consulting and Wealth Management, Inc.
KRWM Insurance Services
Retirement Planner and Investment Advisor Representative

JJ@knrconsultinggroup.com

Jean Jacques Widmaier is a fee based financial planner, he was born in Los Angeles and proud son of a veteran.  As a successful entrepreneur and business consultant to the financial industry, he discovered his passion in life is helping good people make meaningful decisions, so that they can live great lives.

He builds financial plans for pre-retiree’s and individuals in retirement helping them to achieve financial clarity and peace of mind now, and into the future.

Retirement Plans cover:

  • Social Security maximization
  • State and federal taxes
  • Portfolio allocations
  • Required minimum distributions
  • Roth IRA conversions
  • Real Estate

Eric DiLeo, RFA®

KRWM Insurance Services
Associate

Eric@knrconsultinggroup.com

Eric DiLeo has always had a passion for helping others. He is a proud son of a United States veteran. An Orange County native, Eric has spent most of his adult life as a consultant for the insurance, medical and service industries. Eric will tell you that the greatest joy in life is the satisfaction one gets from helping others. Specializing in educating clients on the best available retirement options for their needs, he brings a passion and excitement to the planning process with each and every client he serves.

Eric is an avid sailor, climber and outdoorsman and when not actively helping his clients, enjoys spending his free time with family and friends.


Audrey West, RFA®

KRWM Insurance Services
Associate

audrey@knrconsultinggroup.com

Audrey West is a resident of San Clemente and enjoys the wonderful community there with her two children, aged 7 and 8.  She has always had a passion for helping others by empowering them through her excellent ability to educate.  Audrey saw the vital need for personal financial education and consultation and became a member of the team of experts at the KNR Consulting Group to be able to help people in her community properly plan out their retirement needs, without the fear of running out of money.


Neta Wenrick

KNR Consulting Group, Inc.
Community Outreach Director

Neta@knrconsultinggroup.com

Neta Wenrick possesses a Master’s Degree in Healthcare Administration and a Bachelor’s Degree in Music Education. She has worked for the past 30 years with older adults, including 5 years at the Institute of Geropsychiatry at Los Alamitos Medical Center as the Assistant Program Director. The past two years have been spent as the Director of Marketing for Regency Home Care. Neta has an extensive network of providers, which makes her a great resource for our clients.

Originally from Oklahoma, Neta was raised in California. She has been married to James for 32 years and they have one son, Joshua. Her newest role is grandma to Noah, born in 2014.


April Valdez

KNR Consulting Group, Inc.
Customer Service

April@knrconsultinggroup.com

April Valdez was born and raised in Orange County, California.  She is currently pursuing a bachelor’s degree in Business Administration with a focus on Accounting and Information Systems. Every weekend, April likes to play soccer with the Orange County Soccer Women’s League and enjoys pick up soccer games with her college classmates.


Strategic Partners

We work with various tax and legal professionals in our area so as to provide a comprehensive tax, legal and financial plan.