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:

West: Orange County

Clear All Filters

Keven Jack Image

Kevin Jack, CFP®

Executive Managing Director

Albuquerque, Indian Wells, Newport Beach, Scottsdale

David Askew

David Askew, CFP®, CDFA®, FBS®, AEP®

Managing Director

Indian Wells, Newport Beach, Woodland Hills, San Diego, San Diego – Sorrento Valley, LA-Century City

Christina Hung, CFP®

Sr. Wealth Advisor

Colton Petty, CFP^®

Wealth Advisor

Erik Thurnher

Erik W. Thurnher, MD

Sr. Wealth Advisor

Ignatius D’Anna, CFP®, CWS®

Sr. Wealth Advisor

James Shanton

James Shanton, CFP^®

Sr. Wealth Advisor

Luc Ceci

Luc Ceci, CFP®, EA

Wealth Advisor

Patrick Lee, CFP®

Wealth Advisor

Rudolph Brandes

Rudolph Brandes, JD, LLM, CFP^®

Sr. Wealth Advisor

Sloan Petereit, CFP®, CDFA®, NSSA®

Associate Wealth Advisor

Tracy Jackson

Tracy O. Jackson, MS, CFP^®

Sr. Wealth Advisor, Director

Tyler Smith

Tyler Smith, CFP^®, AIF^®

Sr. Wealth Advisor

San Diego – Sorrento Valley, Newport Beach

David Ricci

David Ricci, CFP®

Regional Vice President

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

Ben Stephenson

Regional Vice President

Brendan Archibald, CFP®

Regional Vice President

Newport Beach, San Diego – Sorrento Valley

Lisa Goodman

Regional Vice President

Newport Beach, San Diego

Susan Evans Image

Susan Evans, CFP®, CDFA®

Regional Vice President

Susy Gibo

Susy Gibo

Sr. Client Development Associate

Albuquerque, Kahului, Newport Beach, San Diego, Santa Barbara, Scottsdale, Woodland Hills

Hannah Van Essen

Financial Planner

Ready to get started?

Explore More

A man riding in a classic car he just invested in!

Insights

Investing in Classic Cars: A Passion That Can Pay Off

October 30, 2025

Insights

A Trust vs. A Will: Which One Is Right For You?

October 29, 2025

Insights

Your Guide to Making the Most of Workplace Benefits

October 28, 2025

Continue Browsing