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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West: Greater San Diego

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Alan Davis

Wealth Advisor

Chris Paolantonio, CFA®, CFP®

Wealth Advisor

Indian Wells, San Diego – Sorrento Valley

Dionisio Meneses

Dionisio Meneses, CFP®

Wealth Advisor

Eric Blase Image

Eric Blase

Wealth Advisor

Indian Wells, San Diego – Sorrento Valley

Jeff Witt, CFA®, CFP®, CIPM®

Sr. Wealth Advisor

Indian Wells, San Diego – Sorrento Valley

Jonah Tinajero

Wealth Advisor

Ken Bobadilla

RVP, Wealth Advisor

Kseniya Ribeiro

Kseniya Ribeiro, CFP®

Wealth Advisor

San Diego – Sorrento Valley

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

Brendan Archibald, CFP®

Regional Vice President

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

Brad White

Brad White, CFP®

Director, National Client Development

Jacob Lynch

Client Service Specialist

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