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.

Search results for:

Location: San Diego

Clear All Filters

Alan Davis

Wealth Advisor

Dionisio Meneses

Dionisio Meneses, CFP®

Wealth Advisor

Jonah Tinajero

Wealth Advisor

Ken Bobadilla

RVP, Wealth Advisor

Micah Cummins, AMS®, CFP®

RVP, Wealth Advisor

Pat Wynne, CFP®

Wealth Advisor

Patrick Comer, CFP®

RVP, Wealth Advisor

Schane Goheen, CFP®, CLU®

RVP, Wealth Advisor, Director

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

Brad White

Brad White, CFP®

Director, National Client Development

Jacob Lynch

Client Service Specialist

Jessica Villarin

Client Service Specialist

Rubi Contreras Image

Rubi Contreras

Manager of Operations

Zhanar Jerew

Client Service Specialist

Ready to get started?

Explore More

A couple planning their giving and tax strategy

Insights

How Much Can You Give in 2025 Without Paying Gift Tax?

August 15, 2025

Top Questions from Clients

What Does a Financial Advisor Do (and Why You Might Need One)

August 14, 2025

Insights

What to Know About Recapitalizations in Private Equity

August 13, 2025

Continue Browsing