Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Indian Wells Location: San Diego – Sorrento Valley Location: Bend Location: Bend – Downtown

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David Askew, CFP®, CDFA®, FBS®, AEP®

Managing Partner

Indian Wells, LA-Century City, Newport Beach, San Diego, San Diego – Sorrento Valley, Woodland Hills, Thousand Oaks

Brandon Wissinger, CFP®

Sr. Wealth Advisor

San Diego – Sorrento Valley

Chad Staskal, CFP®

Sr. Wealth Advisor

Bend, Bend – Downtown

Chris Paolantonio, CFA®, CFP®

Wealth Advisor

San Diego – Sorrento Valley

David Stuehling, CFP®, CHFC®, CLU®, TPCP®

Wealth Advisor

Bend – Downtown, Portland, Portland – South, Bend

Jeff Witt, CFA®, CFP®, CIPM®

Sr. Wealth Advisor

Indian Wells, San Diego – Sorrento Valley, Bend, Bend – Downtown

John Swanson

Sr. Wealth Advisor

Bend – Downtown, Bend

Jonas Noack, CFA®, CFP®

Wealth Advisor

Indian Wells, San Diego, San Diego – Sorrento Valley

Kseniya Ribeiro, CFP®

Wealth Advisor

San Diego – Sorrento Valley

Matthew Hobson

Wealth Advisor

Bend, Bend – Downtown

Suzanne Daniel, CFP®

Wealth Advisor

Bend, Bend – Downtown

Tyler Smith, CFP^®, AIF^®

Sr. Wealth Advisor

San Diego – Sorrento Valley, Newport Beach

Adam Medina

Client Service Specialist

San Diego – Sorrento Valley

Jill Abell

Manager, Client Service

Bend – Downtown, Bend

Kailen Huffman

Sr. Client Service Specialist

Indian Wells, San Diego – Sorrento Valley

Kimberly Eskelson

Relationship Manager

Bend

Maria Baylon

Manager, Client Service

Indian Wells, San Diego – Sorrento Valley

Michael Caponera

Assistant Account Manager

Indian Wells

Miranda Nusbaum

Sr. Client Service Specialist

Bend, Bend – Downtown

Nancy R. Hudak

Director, Partner Success

Albuquerque, Indian Wells, Newport Beach, Scottsdale

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