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: Greater San Diego

Clear All Filters

Evan Jewett, MSF

Client Service Specialist

Jacob Lynch

Wealth Strategist

Jared Greenberger, WMS™

Service Operations Associate

Jessica Villarin

Client Service Specialist

Jonathan Tull

Jonathan Tull

Client Service Specialist

Kailen Huffman

Sr. Client Service Specialist

Indian Wells, San Diego – Sorrento Valley

Maria Baylon

Manager, Client Service

Indian Wells, San Diego – Sorrento Valley

Rubi Contreras Image

Rubi Contreras

Sr. Manager, Client Service

Shaya Reiisieh

Client Service Specialist

Zhanar Jerew

Client Service Specialist

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

Garret Ring - Regional Vice President

Garret Ring

Regional Vice President

Lisa Goodman

Sr. Vice President

Newport Beach, San Diego

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

Luke Hiddessen

Financial Planner

Lindsay O’Toole

SVP, Investment Platform Operations

Ready to get started?

Explore More

An advisor working with a client on a backdoor roth IRA

Retirement

Making a Backdoor or Mega Backdoor Roth Contribution in 2026

April 28, 2026

Family & Health

Why Disability Insurance Remains Essential in 2026

April 27, 2026

Family & Health

Retirement Trusts for Beneficiaries with Special Needs

April 22, 2026

Continue Browsing