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: San Diego

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Chris Walters

Managing Partner, Market Leader

David Askew

David Askew, CFP®, CDFA®, FBS®, AEP®

Managing Partner

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

Alan Davis

Wealth Advisor

Chris Kiesel, CFP®, ChFC®, CLU®

Wealth Advisor

Dionisio Meneses

Dionisio Meneses, CFP®

Wealth Advisor

Jonah Tinajero

Wealth Advisor

Jonas Noack Image

Jonas Noack, CFA®, CFP®

Wealth Advisor

Indian Wells, San Diego, San Diego – Sorrento Valley

Micah Cummins, AMS®, CFP®

Sr. Wealth Advisor

Pat Wynne, CFP®

Wealth Advisor

Patrick Comer, CFP®

Sr. Wealth Advisor

Petra Chien

Sr. Wealth Advisor

Schane Goheen, CFP®, CLU®

Partner

David Ricci

David Ricci, CFP®

Regional Vice President

Scottsdale, Albuquerque, Tucson, Indian Wells, San Diego, Santa Barbara, Newport Beach, San Diego – Sorrento Valley

Garret Ring - Regional Vice President

Garret Ring

Regional Vice President

Lisa Goodman

Regional Vice President

Newport Beach, San Diego

Marc Normann Photo

Marc A. Normann

Sr. Vice President

Albuquerque, San Diego, Scottsdale

Susy Gibo

Susy Gibo

Sr. Client Development Associate

Albuquerque, Kahului, Newport Beach, San Diego, Santa Barbara, Scottsdale, Woodland Hills

Angelo Altoveros

Angelo Altoveros

Client Service Specialist

Ayman Azabo

Sr. Client Service Specialist

Evan Jewett, MSF

Client Service Specialist

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