Jimmy Lee

Founder
Chief Executive Officer

John “Jack” Ewing

Chief Financial Officer

Andrew D’Addio

Managing Director

Sonja Wall

Chief Compliance Officer

Ryan Schlender

Compliance Associate

John Stewart

Director Operations

Lisa Dashnaw

Sr. Operations Manager

Timorey Altamos

Operations Associate, San Diego

Amber Kodad MBA, CFP®

Director, Advisor Resource Center

Kathleen Talamayan

Financial Planning Coordinator

Raymond Bell

Advanced Insurance Consultant

Brian Foley CFP®

Trading Department Manager & Research Coordinator

Mario Stadtlander

Associate- Research/Trading and Financial Planning

Dara K. Asuncion

Marketing Manager

Marcie Ushijima

Marketing Associate

Miguel Veras

IT and Finance Assistant

Moira Cowan

Client Service Associate

Su Lee Zuker

Office Administrative Assistant

Christopher T. Rand MSFS, CFP®, AIF®, CLU®

Managing Partner, San Diego

Michael Woitkoski

Managing Partner, San Diego

 

Investment Strategy Committee

Jimmy Lee

Founder
Chief Executive Officer

Mark Senseman ChFC®, MBA

Managing Partner, Phoenix

Christopher T. Rand MSFS, CFP®, AIF®, CLU®

Managing Partner, San Diego

Victor Orozco

Managing Partner, Bair Financial Planning

Anthony Turcotte, Jr.

Managing Partner, Westlake Village

Marlo Stil

Director of High Impact Portfolios