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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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

B Wissinger

Brandon Wissinger, CFP®

Sr. Wealth Advisor

San Diego – Sorrento Valley

Chris Kiesel, CFP®, ChFC®, CLU®

Wealth Advisor

Chris Paolantonio, CFA®, CFP®

Wealth Advisor

San Diego – Sorrento Valley

Dionisio Meneses

Dionisio Meneses, Jr., CFP®

Wealth Advisor

Jeff Witt, CFA®, CFP®, CIPM®

Sr. Wealth Advisor

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

Jonah Tinajero, CFP®

Wealth Advisor

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

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

Tyler Smith

Tyler Smith, CFP^®, AIF^®

Sr. Wealth Advisor

San Diego – Sorrento Valley, Newport Beach

Adam Medina

Client Service Specialist

San Diego – Sorrento Valley

Angelo Altoveros

Angelo Altoveros

Client Service Specialist

Ayman Azabo

Sr. Client Service Specialist

Connor Umbenhaur

Service Operations Associate

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