Clear solutions in a complex world^®

The Mohr Group

12555 High Bluff Drive
Suite 205
San Diego, CA 92130

ph: 858.755.3838
toll free: 800.479.4001

Team Members

Associates

Jim Mohr

Jim Mohr, CLU, ChFC
Founder of The Mohr Group
Registered Principal of Lincoln Financial Advisors Corp.

Jeff Mortenson CFP®, CLU, ChFC
Senior Associate of The Mohr Group since 1991

Tim Riis, MBA
Senior Associate of The Mohr Group since 1993

Carol Gelinas, RR
Senior Associate of The Mohr Group since 1992

Eric Holzman, MBA, CPA*
Associate of The Mohr Group since 2003

* Licensed, not practicing

Support Staff

Lori Mohr
Branch Office Compliance Manager

Christine Kim
Office Manager, Personal Assistant to Jim Mohr

Leticia Lawton
Personal Assistant to Tim Riis and Jeff Mortenson

Althea Deguzman
Personal Assistant to Carol Gelinas and Eric Holzman

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Securities: Alabama, Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Minnesota, Mississippi, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Texas, Virginia, Washington, Wyoming

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.