PalacheFarrell has over 100 years combined experience in the financial services industry. We each specialize in different arenas, but our team based approach ensures you get access to our comprehensive knowledge base.

Neil Palache*
CA Insurance Lic #0655326

Neil specializes in business and estate analysis and works with business owners and entrepreneurial individuals, to address buy-sell, key-person indemnification and estate analysis issues. He is the facilitator, the quarterback of the client's planning team, whose primary focus is to make sure the planning gets done.

Neil spearheaded the firm's efforts to create the 'financial coaching' process: The Wealth Manager™. This process, which educates people on how to become financially independent is the company's flagship process. As a result Neil is a sought after financial coach and public speaker.

A native of London, England, Neil immigrated to the United States in 1979. He attended Pierce College, and studied political science at California State University in Northridge, before entering the financial services industry in 1983. He is an investment advisor representative and partner of PalacheFarrell.

Kevin Farrell* MBA
CA Insurance Lic #0B27705

Kevin Farrell has been in the insurance and financial planning business since 1993. He is a registered investment advisor representative and a partner of PalacheFarrell, a registered investment advisory firm, and holds an MBA. Kevin specializes in working with business owners to identify and implement the appropriate and suitable retirement plan for them and their firm. He especially enjoys working one on one with individual clients helping them achieve their personal and unique financial goals. Kevin hails from Boston and is a graduate of the University of Massachusetts. Kevin lives with his wife Stephanie in the heart of the Conejo Valley, Thousand Oaks, California.

Dick Hilleary

Dick brings almost forty years of experience to our team. With a degree in insurance and finance, he began as an estate analyst and financial planner and soon found that his clients also needed advice on medical and long term care insurance. As a result, he specializes in group and individual medical plans.

Dick's knowledge of this business, along with his thoroughness and attention to detail, affords our clients among the best service available in the industry today. Dick heads up your Orange County office.

Maureen Meza

"Mo" joined our team as an insurance underwriting specialist, in 1999. With many years of experience as a quality business coordinator for a major life insurance company, she has proven capable of getting the job done accurately and efficiently. She is an invaluable member of our team.

Melissa Chester