Our Team

David McLain Duttenhofer, CFP®

David Duttenhofer - President / OwnerDavid, President/Owner of Duttenhofer Advisory Group, has been in Financial Services for 39 years. Beginning as a Stockbroker and later as a “Fee Only” NAPFA Registered Investment Advisor. He began his career working for brokerage firms such as Young, Smith & Peacock, Dean Witter, and Paine Webber. He moved on to become a managing partner and owner of Prime Financial Securities for several years. He attended California State University, Fresno and UCI Extension. He graduated from The College of Financial Planning, Denver, Colorado in 1996 and sat for and passed the CFP® Comprehensive Exam September 19, 1995. David has always been a volunteer and has served as Treasurer for Laguna Beach Rotary, ICFP Orange County and Financial Planning Association of Orange County. He is also a Past President and Chairman of the Board of the FPA, Orange County. Current associations and services include the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA) of Orange County and the Laguna Canyon Foundation, Gifts and Wills Committee.

 

Mary L. Van Nostrand, CFP®

Mary Van Nostrand - Cerfified Financial PlannerMary has over 28 years of experience in the investment industry. She became a Fee-Only investment advisor in 2004, after more than a decade of consulting with a number of the largest investment firms in the country. Prior to become a consultant, Mary was a senior executive with Kemper Financial Services, heading up the mutual fund product department.

Mary is a Certified Financial Planner and a member of the National Association of Personal Financial Advisors (NAPFA) an exclusive organization of “fee-only” investment advisors. She has also participated in the Ed Slott Advanced IRA distribution training program. Mary holds a degree in Finance from Michigan State University.Mary has been a resource for the “Kiplinger’s Retirement Hotline” and quoted in a number of publications including the Wall Street Journal and Kiplinger’s. Mary has also appeared on KUSI News in San Diego on a number of occasions regarding retirement planning and college funding.

In her spare time Mary enjoys time with her husband and two sons. Mary is very active in the local community as a Past President of the Poway Kiwanis Club and the founder of the Painted Rock Elementary K-Kids Community Service Organization and the Twin Peaks Middle School Builders Club Community Service Group.

 

Meghan Coolbaugh, CFP®

staff_meghan_coolbaughMeghan Coolbaugh, CFP® is a fee-only fiduciary financial advisor, and has enjoyed working with Duttenhofer Advisory Group, in Laguna Beach, since 2012.

Meghan is an active board member on the Financial Planning Association of Orange County, and in 2015 was named “Volunteer of the Quarter”.  She is committed to being a philanthropic resource to those who are charitably minded, and is a Professional Council member on the Laguna Beach Community Foundation.  After graduating from Saint Mary’s College of California, she played professional volleyball in both Europe and Asia, then returned to California and earned a teaching credential with a Master’s Degree in Education.

 

 


Olivia M. Smith

Duttenhofer Advisory Group - Oliva Smith

Olivia is an Operations Specialist in the San Diego office of Duttenhofer Advisory Group.  Olivia is responsible for reporting, trade verification and assists with investment research.

Olivia has a BS and MS in Applied Mathematics from San Diego State University.  After graduation she worked as a software engineer for 10 years, and traveled extensively to most of the Latin American Countries, USA, Canada, Spain and France.

Olivia traded her amazing career for the greatest job of raising her family.  Olivia home schooled her two sons for a number of years.  Olivia loves mathematics and has a natural ability for working with numbers and teaching mathematics to children.  In addition to her position with Duttenhofer Advisory Group Olivia also assists other parents in home schooling their children and is a math and Spanish tutor.