Our Team

Bryce B. Pease, CFP®

 Bryce is a CERTIFIED FINANCIAL PLANNER™ with over 33 years of experience in the financial services industry.  Bryce's vast knowledge base makes him uniquely qualified to provide a comprehensive and thorough approach for each client`s particular circumstances.  Within our team, Bryce is in charge of the Investment Committee as well as the Chief of Research. 

Bryce's articles and interviews have been featured in the San Gabriel Valley Tribune, the Pasadena Star News and the Whittier Daily News.  In his free time he enjoys travelling and spending time with his wife of 35 years and his two daughters.

Jonathan Teran, CFP® 

Jon is a CERTIFIED FINANCIAL PLANNER™ Professional and assists clients by developing and maintaining custom financial strategies.  For the last 11 years Jon has worked closely with Bryce to provide a comprehensive analysis of each situation.  They look at each suitable investment option on the basis of risk versus return, taxes, investment style and performance in both rising and falling markets.  Within our team, Jon plays a significant role on the Investment Committee as well as being an expert in retirement plans and employee benefits.

Jon did his undergraduate work at Biola University and has graduate degrees from Fuller Theological Seminary and Cal Poly Pomona.  He is a member of the Covina Chamber of Commerce and the Covina Rotary.  Jon coaches youth sports for his three young kids and recently ran the Los Angeles Marathon.

Casey L. Morris, Investment Advisor Representative

Casey assists with creating and implementing financial strategies.  She also oversees the daily administration and communication that is necessary for us to provide excellent service to our clients. She is responsible to make sure we stay in close communication with our clients as we continually build our client relationships.  Within our team, Casey is part of the Investment Committee and her expertise is in the subjects of debt management and education planning.

Casey graduated from California State University, Fullerton with a Bachelors in Human Communication Studies and a minor in Business Administration.  She has since obtained further licenses in the industry and is currently taking courses through The American College's CFP® Certification Education Program.  Casey enjoys golfing and playing soccer on the weekends, and was married in June. 

Norman A. Blieden, C.P.A

Norman is a recent addition to our team.  His office is located in Arcadia where he conducts his CPA business.

Norman Blieden holds a CPA certificate from the State of California and is also a member of the American Institute of Certified Public Accountants. He was born in South Africa and immigrated to the USA in 1979.

He was a Chartered Accountant in South Africa and graduated from the University of The Witwatersrand, Johannesburg, with majors in accounting and taxation. South African public accounting experience was with Arthur Young and Arthur Anderson.

Norman also owned and operated a successful hotel and restaurant business for three years in South Africa. In 1979 he worked as an accounting manager for Oasis Petroleum Corporation in Culver City, California and the annual sales of this entity were in excess of one billion dollars. He went into private practice in 1989 and offers a broad range of services to retail businesses, service industry, manufacturers and tax clients. His present clients range from individuals and small corporations to those businesses that make about $50 million per year in sales. Norman is passionate about golf, tennis and hiking. He has a particular interest in antique automobiles.

Our Staff

A valuable member to our team, our staff is responsible for maintaining daily activities and office management.  Other responsibilities include keeping our team working efficiently together for what is important to us, our clients.  Please contact Cheryl, our Operations Manager, with further questions.

Covina Branch Office

We are centrally located between Los Angeles, San Bernardino, and Orange County.  Our office is located directly off the freeway, parking is convenient, and our offices are easily accessible on the first floor.

We take great pride in the customer service we provide, which begins with having a qualified associate answering our phones and returning messages in a timely manner. 

We choose to work with an independent broker/dealer to give our clients the widest variety of options and avoid any conflicts of interest.

Our Broker/Dealer

Based in New York, American Portfolios Financial Services, Inc. (APFS) is a full-service broker/dealer and registered FINRA/SIPC member firm whose primary function is to support independent financial professionals in private practice.  The firm currently has close to 500 highly seasoned affiliated representatives located in over 200 branch locations throughout the nation.