Get to know
Dan Werry
DAN WERRY, JD, MBA
Senior Investment Consultant
Dan’s investment real estate career began in Southern California in 1990 working with real estate investors purchasing apartments and rental units for growth and income before attending both Law School and MBA school. While in graduate school he held a position within Wells Fargo’s Mortgage Division (formerly Norwest Mortgage) supporting builder-developers structuring take-out financing for $100M condominium projects.
Shortly after graduation, Dan entered the securitized real estate industry working with high-net-worth clients and family foundations repositioning equity from “active” to “passive” real estate income utilizing 1031 Exchanges. In addition, Dan has worked with his clients to grow their real estate holdings investing into direct investment projects ranging from $10M to $80M. Further Dan has consulted with builder developers raising domestic and international equity and structuring debt to launch condominium and apartment projects in the upper Midwest market.
As an expert in the 1031 DST Exchange industry, Dan provides extensive due diligence on several 1031 Exchange investment properties enabling his clients nationally to make appropriate decisions and complete their tax deferred transaction(s). Finally, Dan works with his clients to evaluate which growth and income funds match their goals and investment criteria.
MICHAEL CULWELL
Principal
Mike is a Registered Representative specializing in the Alternative Investment space. His experience encompasses direct real estate, 1031 exchange, DSTs, TICs, real estate funds, energy funds, life settlements, estate planning, hedge funds, direct private placements, and private equity, among others.
Prior to founding Irvine Advisors, Mike worked with a professional real estate firm who specialized in student housing and assisted living investments. Mike’s real estate experience also includes starting a real estate development company where he developed projects valued in excess of $50 million.
Mike attended Colorado State University on a football scholarship where he played wide receiver for the Rams. After an injury, Mike came home and attended California State University, Fullerton where he received his B.A. in Advertising. Mike holds his FINRA series 22, 24, 63 and 82 securities licenses and carries his life and health insurance license. He currently lives in San Clemente with his wife Kendall. They have one daughter attending San Diego State University, one daughter studying at University of Washington and a son at San Juan Hills High School.
KEVIN HICKAM, CFA
Principal
Kevin is a highly-experienced investment professional who has been analyzing and managing public and private fixed income investments for more than twenty-five years.
Prior to establishing Irvine Advisors, Kevin was Co-Founder and Co-President of multi-billion dollar alternative fixed income investment manager Churchill Pacific Asset Management where he was responsible for portfolio management, capital raising, and deal structuring. His investment career began at Transamerica Investment Services where he was a fixed income analyst, trader, and portfolio manager. He then moved to Seneca Capital Management where he was an analyst and trader focused on high yield bonds and leveraged loans.
He holds FINRA Series 7, 24, 63, and 65 securities licenses and has been a Chartered Financial Analyst for over twenty years.
Kevin received his MBA from the Johnson Graduate School of Management at Cornell University and his B.S. in Finance from California State University, Chico. He resides in Dana Point with his wife, Nadya.
FORREST JAMES
Principal
Forrest has over 35 years of experience managing equities, fixed income, and alternative investments with MA Wealth Management, Ocean Park Capital, and Prudential Securities.
Prior to establishing Irvine Advisors, Forrest was the Director of Research at MA Wealth Management, where he developed asset allocation models and provided financial advice on traditional asset classes such as equity and fixed income, as well as alternative investments including real estate. Additionally, he provided stock market research and analysis to Ocean Park Capital, while managing a portion of their portfolio. While at Prudential Securities, Forrest served as an Account Executive for high net-worth clients. His specialties included CMOs, options, commodities, and fixed income investments.
Forrest currently has the following security licenses: Series 7, 22, 24, 63, 65. He also holds real estate and life insurance licenses. Forrest earned a Bachelor of Arts degree in Economics from the University of California, Los Angeles. He lives in Aliso Viejo with his wife, Helen, and their three children.
DEREK VOGEL
Registered Representative and Investment Advisor
Derek graduated & commissioned from the United States Naval Academy in 2016. He earned a BS in Quantitative Economics and played soccer for the Midshipmen where he garnered countless accolades, and has since been inducted into the Naval Academy Athletics Hall of Fame. He spent the next six years serving in the United States Navy as a Surface Warfare Officer leading hundreds of Sailors and managing multiple shipboard programs and the maintenance of highly integrated warfighting equipment. He went on to study for his Financial Management MBA at the Naval Postgraduate School in 2021.
Since making his exit from the Service in 2022, Derek has attained his Series 7, 24, 63 & 66 securities licenses while working as a Registered Representative. He currently resides in Aliso Viejo with his wife, Valerie, and their newborn son.
RENA MORRIS
Senior Investment Consultant
Rena Morris provides investors with information focusing on alternative investment products that seek to achieve risk adjusted returns that meet or exceed investor expectations. Her real estate alternative investment focus has been enhanced by her past personal and professional real estate experience and my in-house team of analysts.
Licensed as a real estate broker since the 1990s ,and then transitioning to securities’ licensing sin 2004,she has a depth of experience in developing strategies to target wealth enhancement, diversification, and tax efficiency for a variety of her accredited clients.
She prides herself on patiently getting to know her clients and waiting for opportunities that are well-matched for their needs and entry points that are well-timed. Consideration is always given to wealth building, tax consequences & estate planning goals.
When strategic investment planning indicates a sale of real property. she discusses with clients and their real estate brokers in anticipation of a potential 1031 exchange into a syndicated real estate entity, such as a DST, to familiarize them with this option. Within the critical time parameters in mind, she assists with a strategy that embraces a range of measured approaches for consideration.
DAVID WAAL
Senior Investment Consultant
David has a deep understanding of finance, economic trends, and real estate investments. With over 30 years of experience helping clients, he understands their challenges and needs and works to make their life simpler. He focuses on 1031 exchange investments in DSTs, alternative investments, and single-tenant real estate transactions.
Prior to Irvine Advisors David co-founded and pioneered a commercial and residential real estate development and investment firm surpassing $2.3B in transactions. These investment opportunities were throughout the country with real estate development opportunities in the San Francisco Bay area and Chicago.
David holds a B.S. in Business Administration and Economics from St. Mary’s College, Moraga, CA, and a Certificate in Financial Planning from the University of California, Berkeley.
KEVIN HICKAM, CFA
Principal
Kevin is a highly-experienced investment professional who has been analyzing and managing public and private fixed income investments for more than twenty-five years.
Prior to establishing Irvine Advisors, Kevin was Co-Founder and Co-President of multi-billion dollar alternative fixed income investment manager Churchill Pacific Asset Management where he was responsible for portfolio management, capital raising, and deal structuring. His investment career began at Transamerica Investment Services where he was a fixed income analyst, trader, and portfolio manager. He then moved to Seneca Capital Management where he was an analyst and trader focused on high yield bonds and leveraged loans.
He holds FINRA Series 7, 24, 63, and 65 securities licenses and has been a Chartered Financial Analyst for over twenty years.
Kevin received his MBA from the Johnson Graduate School of Management at Cornell University and his B.S. in Finance from California State University, Chico. He resides in Dana Point with his wife, Nadya.
FORREST JAMES
Principal
Forrest has over 35 years of experience managing equities, fixed income, and alternative investments with MA Wealth Management, Ocean Park Capital, and Prudential Securities.
Prior to establishing Irvine Advisors, Forrest was the Director of Research at MA Wealth Management, where he developed asset allocation models and provided financial advice on traditional asset classes such as equity and fixed income, as well as alternative investments including real estate. Additionally, he provided stock market research and analysis to Ocean Park Capital, while managing a portion of their portfolio. While at Prudential Securities, Forrest served as an Account Executive for high net-worth clients. His specialties included CMOs, options, commodities, and fixed income investments.
Forrest currently has the following security licenses: Series 7, 22, 24, 63, 65. He also holds real estate and life insurance licenses. Forrest earned a Bachelor of Arts degree in Economics from the University of California, Los Angeles. He lives in Aliso Viejo with his wife, Helen, and their three children.
DEREK VOGEL
Investment Advisor
Derek graduated & commissioned from the United States Naval Academy in 2016. He earned a BS in Quantitative Economics and played soccer for the Midshipmen where he garnered countless accolades, and has since been inducted into the Naval Academy Athletics Hall of Fame. He spent the next six years serving in the United States Navy as a Surface Warfare Officer leading hundreds of Sailors and managing multiple shipboard programs and the maintenance of highly integrated warfighting equipment. He went on to study for his Financial Management MBA at the Naval Postgraduate School in 2021.
Since making his exit from the Service in 2022, Derek has attained his Series 7, 24, 63 & 66 securities licenses while working as a Registered Representative. He currently resides in Aliso Viejo with his wife, Valerie, and their newborn son.
DAN WERRY, JD, MBA
Senior Investment Consultant
Dan’s investment real estate career began in Southern California in 1990 working with real estate investors purchasing apartments and rental units for growth and income before attending both Law School and MBA school. While in graduate school he held a position within Wells Fargo’s Mortgage Division (formerly Norwest Mortgage) supporting builder-developers structuring take-out financing for $100M condominium projects.
Shortly after graduation, Dan entered the securitized real estate industry working with high-net-worth clients and family foundations repositioning equity from “active” to “passive” real estate income utilizing 1031 Exchanges. In addition, Dan has worked with his clients to grow their real estate holdings investing into direct investment projects ranging from $10M to $80M. Further Dan has consulted with builder developers raising domestic and international equity and structuring debt to launch condominium and apartment projects in the upper Midwest market.
As an expert in the 1031 DST Exchange industry, Dan provides extensive due diligence on several 1031 Exchange investment properties enabling his clients nationally to make appropriate decisions and complete their tax deferred transaction(s). Finally, Dan works with his clients to evaluate which growth and income funds match their goals and investment criteria.
RENA MORRIS
Senior Investment Consultant
Rena Morris provides investors with information focusing on alternative investment products that seek to achieve risk adjusted returns that meet or exceed investor expectations. Her real estate alternative investment focus has been enhanced by her past personal and professional real estate experience and my in-house team of analysts.
Licensed as a real estate broker since the 1990s ,and then transitioning to securities’ licensing sin 2004,she has a depth of experience in developing strategies to target wealth enhancement, diversification, and tax efficiency for a variety of her accredited clients.
She prides herself on patiently getting to know her clients and waiting for opportunities that are well-matched for their needs and entry points that are well-timed. Consideration is always given to wealth building, tax consequences & estate planning goals.
When strategic investment planning indicates a sale of real property. she discusses with clients and their real estate brokers in anticipation of a potential 1031 exchange into a syndicated real estate entity, such as a DST, to familiarize them with this option. Within the critical time parameters in mind, she assists with a strategy that embraces a range of measured approaches for consideration.
DAVID WAAL
Senior Investment Consultant
David has a deep understanding of finance, economic trends, and real estate investments. With over 30 years of experience helping clients, he understands their challenges and needs and works to make their life simpler. He focuses on 1031 exchange investments in DSTs, alternative investments, and single-tenant real estate transactions.
Prior to Irvine Advisors David co-founded and pioneered a commercial and residential real estate development and investment firm surpassing $2.3B in transactions. These investment opportunities were throughout the country with real estate development opportunities in the San Francisco Bay area and Chicago.
David holds a B.S. in Business Administration and Economics from St. Mary’s College, Moraga, CA, and a Certificate in Financial Planning from the University of California, Berkeley.
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Securities offered through Emerson Equity LLC, member FINRA / SIPC. This is not an offer to buy or sell securities. Securities investing carries an inherent risk of loss of some or all of the principal invested. We are not tax professionals. You should always discuss your investments with a tax professional prior to investing. Securities are sold only in those states where Emerson Equity LLC is registered. Irvine Advisors LLC and Emerson Equity LLC are not affiliated. Offering and 1031 Disclosures
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9940 Research Drive, Suite 200
Irvine, California 92618
(888) 410-1031
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