About Derby & Derby
At Derby & Derby, we work hard for our clients to help them take charge of their own financial future. We distill information overload to address specifics relevant to an individual’s situation. As unique as each individual is, so are his/her financial challenges, concerns and visions of a secure financial future.
“What I have always liked about doing business in Ojai is the hands-on, personal approach I can take with my clients.”
– Founder of Derby & Derby, Vicki Breen
VICTORIA L. BREEN
Victoria started Derby and Derby, Inc. with her mother Marjorie Derby in 1983. Vicki carries five securities licenses, in addition to Life and Long Term Care Insurance licenses. Vicki focuses on fully understanding her client’s financial concerns, challenges, hopes and dreams.
She utilizes her 30 plus years of experience, resources, and investment tools to identify each individual’s core issues, develop a plan/approach, and educate with the ultimate goal of guiding her clients into a secure financial future.
Margaret Marapao, CFP®, joined the firm full-time on December 1, 2016. She is a Certified Financial Planner™ professional and a registered investment adviser representative. Before joining D&D Margaret was a department supervisor in client services for a California based investment management firm.
In addition to providing financial planning services for our clients, Margaret is involved with Derby and Derby’s marketing and business development activities. She received her B.A degree from the University of Southern California. In addition, Margaret received her Personal Financial Planning certification from the University of California, Los Angeles. She is a member of the Financial Planning Association and has been a financial planner volunteer for the Habitat for Humanity and Financial Planning Days. She has her Series 7 securities license and her California Insurance Agent License.
DONNA M. LLOYD
In 1987 Donna joined Derby and Derby, after spending 7 years in Orange County at Pacific Mutual Life Insurance Company. She brought with her a strong insurance and administrative background. Donna is currently Life and Long-Term Care Insurance licensed and is a Notary Public.
Donna was raised in Ojai and knew that once she came back home she wanted to be actively involved in her community. During the past 30+ years she has volunteered at Topa Topa Elementary School, provided tutoring lessons through the Laubach Literacy of Ventura County, helped raise funds for Libbey Bowl, has been on the board of the Ojai Valley Woman’s Club (Co-President 2018), been a strong supporter of the Ojai Valley Chamber of Commerce (board member 2017) and has supported many other organizations.
Donna works with Derby and Derby clients on pension plans, estate settlements, research, documentation, and tax document preparation. Donna is Branch Manager of Derby and Derby.
Cindy completes the all-woman team. As an Ojai local, she joined the firm in 1997 as receptionist and administrative assistant. Her office management background, experience with office equipment, attention to detail, and warm and friendly demeanor quickly secured her as an integral part of D&D.
As a Client Services Specialist, Cindy is usually the welcoming voice on the phone or first to greet our clients. She keeps the paperwork flowing smoothly and clients’ service needs met.
Vicki served as Treasurer for five years and was a member for over 10 years. Her firm continues to support the organization’s charitable community work by sponsorship in the fundraiser “Taste of Ojai”.
Derby and Derby has been a major sponsor of the Taste of Ojai since 2001. We were there at the beginning and have enjoyed participating in its growth to a signature Ojai event.
Donna Lloyd has been a member of the Ojai Valley Woman’s Club since 2007. She has served on many committees and has been active in the girls’ scholarship program and publicity.
Donna Lloyd has been active in fundraising for the new Libbey Bowl and was involved in the Last Gasp and Gala parties, and also the Bowlful of Sol. She still volunteers when the Libbey Bowl Foundation needs her.
Vicki Breen is a past Treasurer and is still an active member of the Ojai Valley Land Conservancy. The land and nature that OVLC preserves and protects brings many hours of pleasure to Vicki, her family, friends and the entire Valley.
The Ojai Valley Defense Fund presents an opportunity to work together and unite behind a cause whose fundamental purpose is to preserve and protect this place we choose to call our home.
DERBY & DERBY ALSO CONTRIBUTES ANNUALLY TO THE FOLLOWING ORGANIZATIONS:
Ojai Heart & Sole: ojaiheartandsole.org
October Classic: octoberclassic.org
Ojai Wine Festival: ojaiwinefestival.com