Meet The Team
We live and work by a strong code.
And that code consists of extraordinary characteristics such as loyalty, dependability, transparency, diligence, resilience, compassion, courage, and integrity.
Our team possesses all of these qualities and that’s why we feel confident to have them represent us and serve people like you.
Rem Oculee
Founder and CEO
Rem and his team at Confidence Wealth have continued to take a powerful, holistic approach to wealth management. Their process isn’t subject to whim, and it doesn’t believe that what happened in the past will always happen that way again. Rather, it draws on Rem’s 30 years of experience in both business and finance.
Crystal Oculee
Chief Financial Strategist

Richard Hughes
Senior Wealth Manager
Brian Kelca, CLU, ChFC, MBA
Advanced Insurance Strategies
Silvia Chi
Wealth Advisor
James Egerstrom, CFP, MBA
Lead Case Design Specialist
Jenny Ng
Vice President of Client Operations
Marica Snyder
Management of Logistics and Coordination
David Lauritzen
Relationship Management
Phaedra Frampton
Trust Administration Estate Planning Team
Mae Talle
Infrastructure and Technology Deployment
Lori Acog
Data Management
Ally MacLean
Event Assistant
