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 – Sorrento Valley

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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

B Wissinger

Brandon Wissinger, CFP®

Sr. Wealth Advisor

San Diego – Sorrento Valley

Chris Paolantonio, CFA®, CFP®

Wealth Advisor

San Diego – Sorrento Valley

Jeff Witt, CFA®, CFP®, CIPM®

Sr. Wealth Advisor

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

Jonas Noack Image

Jonas Noack, CFA®, CFP®

Wealth Advisor

Indian Wells, San Diego, San Diego – Sorrento Valley

Kseniya Ribeiro

Kseniya Ribeiro, CFP®

Wealth Advisor

San Diego – Sorrento Valley

Tyler Smith

Tyler Smith, CFP^®, AIF^®

Sr. Wealth Advisor

San Diego – Sorrento Valley, Newport Beach

Adam Medina

Client Service Specialist

San Diego – Sorrento Valley

Kailen Huffman

Relationship Manager

Indian Wells, San Diego – Sorrento Valley

Maria Baylon

Manager, Client Service

Indian Wells, San Diego – Sorrento Valley

Zhanar Jerew

Service Operations Associate

San Diego – Sorrento Valley

David Ricci

David Ricci, CFP®

Regional Vice President

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

Brendan Archibald, CFP®

Regional Vice President

Newport Beach, San Diego – Sorrento Valley

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