Our Team
“Perfection is not attainable, but if we chase perfection, we can catch excellence”
– Vince Lombardi
The Team
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Richard Crean brings 40+ years of financial planning and investment management experience to his role as LPL Financial Advisor.
Rich began his career as an Advisor and Manager with Prudential in Claremont, California and after five years with Prudential, he began his own financial services firm. As CEO of that Independent Insurance and Advisory firm he managed the growth both organically and by acquisition/merger through the 1990’s, the Company became the largest Insurance and Employee Benefits firm in the Inland Empire region of Southern California.
Rich is an active member in the community, serving or have served in a chairman or advisory position on several boards including Pomona Valley Hospital Medical Center (PVHMC), PVHMC Foundation, OPARC, YMCA, Los Angeles County Fair Association, Learning Centers at Fairplex, Damien High School, and Bright Prospect.
A native New Yorker, Rich has called Southern California home since the early 60’s. He and his wife Val have two children and three grandchildren who also call Southern California home.
Over the years I’ve learned that the key to success starts by listening, establishing goals, setting benchmarks, collaborating with other advisors and continuously measuring achievement. Finally, be ready to adapt as life throws change at us.
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Along with the Meristem team, Stephanie delivers to clients highly personalized wealth management solutions comprised of planning and customized investment portfolios. This personalized approach provides a concierge service model that includes collaboration with each clients’ legal, tax and actuary advisors to deliver comprehensive management of their full financial ecosystem.
Stephanie has been in the financial services business for more than 17 years, including corporate financial services and wealth management organizations. She began her career in San Francisco creating training and onboarding programs for boutique financial service companies. Eventually, she moved to New York City where she spent 13 years at a corporate financial services organization managing clients, managing a P&L that contributed $1B in revenue to the organization, and developing a customer experience model to improve processes and relationships. Stephanie has been leading Meristem’s current practice in Financial Planning and Investment Management since 2021.
Continuous learning and skill development are core to Stephanie’s expertise. She has completed rigorous education and certification to become a CERTIFIED FINANCIAL PLANNER® professional, a CIMA® (Certified Investment Management Analyst) professional, and a CPWA® (Certified Private Wealth Advisor). She also holds the Series 7 and 66 registrations with LPL Financial.
A California native, Stephanie earned her Bachelor and Master degrees from California State Universities. In 2018, she relocated from NYC to Southern California with her husband Scott, son Nico, and daughter Elise to join the family business. When not working, she spends considerable time chauffeuring and participating in various children’s activities, traveling with her family, and volunteering with local and national community organizations including Homes for Our Troops and serving on the boards for Shoes That Fit, and the California Botanic Gardens.
CA Insurance Lic#0M90533
My mission is to provide objective, sound and straightforward advice that allows others to create and preserve wealth. My passion is advising on an approach we’ve strategized and incorporating it into their holistic financial picture.
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Michael Crean is an LPL Financial Advisor based in Upland, Ca. In this role, he assists clients with investment and risk management strategies, advising individuals and families on financial planning. He participates in the advanced planning process to address retirement, estate and tax considerations and uses this information for investment plan development, portfolio design, and the implementation and management of client portfolios.
Prior to joining the financial services industry in 2014, Mike had a career in the Ski Management In the North Lake Tahoe Area. He attended Sierra Nevada College in Incline Village, NV studying business. An avid outdoorsman, when he’s not working, he is out with his daughter teaching her to ski, camp, hike, or fish.
As well as Insurance License, Michael holds The Series 7 and 66 registrations with LPL financial and is working towards the ChFC designation.
A goal without a plan is just a wish
– Antoine de Saint-Exupéry
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Andrew supports Meristem Private Wealth by providing economic insights, participating in Investment Committee discussions, and helping design multi-asset portfolios that align with clients’ objectives.
As an Assistant Vice President and senior investment member of the LPL Research team, Andrew leads the firm’s Outsourced Chief Investment Officer (OCIO) service. In addition, Andrew is a member of the LPL Financial Strategic and Tactical Asset Allocation Committee and is a key contributor to the LPL Research centrally managed model portfolios.
Before joining LPL Financial in 2021, Andrew was a senior investment analyst with the Wells Fargo Investment Institute. In addition, Andrew began his career as an institutional investment consultant with two of the leading global investment consulting firms, Cambridge Associates and Wilshire Associates.
Andrew received his bachelor’s degree in political science from the University of North Carolina at Chapel Hill.
Don’t find customers for your product. Find products for your customers.
– Seth Godin
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Graziella Bellucci serves as a Financial Strategist, partnering with Meristem through LPL Financial’s CFO Solutions team. In this role, Graziella works closely with the leadership team to deliver financial modeling, business performance analysis, and actionable insights that support growth, operational efficiency, and long-term planning.
As an outsourced Financial Strategist, Graziella brings an independent and objective lens to the firm’s financial strategy – combining institutional-grade analytics with a practical understanding of advisory business dynamics. Her experience across entrepreneurship, consulting, and financial operations allows her to turn insights into practical, forward-looking strategies. She holds a degree in Business Economics from Universidad Dr. José Matías Delgado.
Originally from El Salvador, Graziella is now based in Honolulu, Hawaii, where she lives with her husband and their two dogs. She is passionate about supporting organizations that provide relief to underserved immigrant communities. Outside of work, she enjoys reading by the beach, hiking with her dogs, and exploring new cultures through travel.
Financial clarity creates better strategic decisions – and better businesses.
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Michelle brings over 13 years of experience in the Financial Services Industry and more than 15 years in Client Service Relations. Most recently, she served as AVP of Client Services at Wellington Management, where she played a key role in streamlining processes to support advisor capacity and organizational growth. Michelle’s deep understanding of client service excellence aligns perfectly with our values, and we are excited for the expertise she brings to our team.
Outside of work, Michelle enjoys spending time with her family, keeping up with her energetic toddler, and practicing yoga.
Success is liking yourself, liking what you do, and liking how you do it!
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Scotty serves as Director of Marketing & Brand Strategy at Meristem Private Wealth, where he brings together a rare combination of bold creative vision and a deep-rooted passion for hospitality.
With more than 15 years in the board sports industry, Scotty built his foundation in creative direction, design, sales, and customer experience for iconic brands including Volcom, Chrome, Sessions, Zumies, Zoo York, and PacSun. He worked on creative teams crafting vibrant products and brand stories that not only produced sales, but more importantly, helped weave the fabric of the skateboarding and snowboarding culture in the 90s and 2000s.
In 2006, Scotty moved to New York City and immersed himself in the highest levels of hospitality and fine dining. He contributed to legendary institutions such as Del Posto—two Michelin stars and the first Italian restaurant since 1974 to receive four stars from The New York Times—and Eleven Madison Park, the three-Michelin-star restaurant that topped the World’s 50 Best Restaurants list. He also helped shape the guest experience at celebrated spots like Dominique Ansel Bakery and Brooks Headley’s Superiority Burger. These experiences taught him how the smallest details can transform a simple transaction into a truly memorable moment.
Returning to California in 2018, Scotty led a dessert innovation lab for Christina Tosi of Milk Bar and served as a Culinary Producer for eight episodes of her Netflix series Bake Squad—continuing his pursuit of delighting people through creativity and care.
Scotty joined Meristem Private Wealth in 2024 determined to bring this breadth of marketing expertise and creative client-facing hospitality to the team. Inspired by the belief that hospitality is about making every person feel genuinely seen and valued, he is dedicated to producing experiences that go beyond the expected—building deeper trust, fostering meaningful relationships, and delivering extraordinary service to every client.
We believe in the quiet selfishness of service—because improving the lives of those around us with intention, even in small and often unseen ways, feels profoundly good. It inspires us to do more, to pay that feeling forward, and to keep building.
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Tiffany joined Meristem Private Wealth team in 2023 as an Executive Administrative Assistant. In this role, Tiffany is responsible for implementing administrative systems, procedures, and policies, leading administrative projects, scheduling client meetings, and creating client accounts.
Prior to this role, Tiffany worked in the financial services industry for 14 years in administrative and customer service roles at companies including California Bank and Trust, Citizens Business Bank, and US Bank. She joined LPL in 2021 to apply her experience working with advisors in the Business Solutions Program.
Tiffany is a Southern California Native who enjoys sharing life with her spouse, two sons, and fur baby. She enjoys meditating, Ted Talks, reading self-help books, and listening to Podcasts. She also enjoys camping and visiting amusement parks, zoos, and beaches.
Your mind is a powerful thing. When you fill it with positive thoughts, your life will start to change.
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Delaney recently completed her second year at the University of Arizona, bringing a strong commitment to learning and professional development to her third summer with Meristem Private Wealth. She is an active member of the Kappa Kappa Gamma sorority and has dedicated seven years to community service through the National Charity League. Her enthusiasm, leadership, and passion for making a positive impact make her a valuable addition to our team.
Every interaction is an opportunity to plant a seed of trust.
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We serve high-net-worth families, business owners, and ambitious professionals who value clear guidance, fiduciary discretion, and a trusted, long-term financial partnership.
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