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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 – Scripps Ranch

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Shaya Reiisieh

Client Service Specialist

San Diego – Scripps Ranch

Jacob Lynch, CFP®

Sr. Financial Planner

San Diego – Scripps Ranch

Luke Hiddessen

Financial Planner

San Diego – Scripps Ranch

Nicholas Cathcart, CPA, EA

Tax Manager

San Diego – Scripps Ranch

Phil-Joseph Gellada, CPA

Sr. Tax Associate

San Diego – Scripps Ranch

Tamara Ballensky, CPA®

Tax Manager

San Diego – Scripps Ranch

Susy Gibo

Sr. Client Development Associate

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

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Meet our Advisory Team

Search results for:

Shaya Reiisieh

Jacob Lynch, CFP®

Luke Hiddessen

Nicholas Cathcart, CPA, EA

Phil-Joseph Gellada, CPA

Tamara Ballensky, CPA®

Susy Gibo

Ready to get started?

Explore More

What Are QLACs and Who Should Consider One?

Lifetime Gift Tax Exemption: Why Using It Now Could Offer Advantages Over Waiting

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