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

Alan Davis

Wealth Advisor

Chris Kiesel, CFP®, ChFC®, CLU®

Wealth Advisor

Dionisio Meneses

Dionisio Meneses, Jr., CFP®

Wealth Advisor

Jonah Tinajero, CFP®

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

Schane Goheen, CFP®, CLU®, MS AFP

Partner

Angelo Altoveros

Angelo Altoveros

Relationship Manager

Ayman Azabo

Relationship Manager

Connor Umbenhaur

Service Operations Associate

Evan Jewett, MSF

Client Service Specialist

Jacob Lynch

Wealth Strategist

Jared Greenberger, WMS™

Service Operations Associate

Jessica Villarin

Service Operations Associate

Jonathan Tull

Jonathan Tull

Client Service Specialist

Rubi Contreras Image

Rubi Contreras

Sr. Manager, Client Service

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