Jimmy Lee
Founder
Chief Executive Officer
Andy Kalbaugh
President
Andrew D’Addio
Managing Director
E Matt Gilliam
Senior Vice President, Strategic Partnerships
Rosemary Richard
Chief Compliance Officer
Steven Odendahl
Co-Chief Compliance Officer
Michelle D. Cooley
Compliance Specialist
Brandon Danziger
Director of Finance
Jason Lin
Director, Trading & Research
Erika Ferris
Director Retirement Plans/Financial Planning
Caitlin Allard
Director, ARC
Lisa Mitrovich
Director of Operations
Timorey Altamos
Operations Associate, San Diego
AJ D’Addio
Financial Planning/Investment Intern
Raymond Bell
Advanced Insurance Consultant
Brian Foley CFP®
Trading Department Manager & Research Coordinator
William Tangog
Trading Assistant
Skott McKinney
Chief Marketing Officer
Jade Lee
Associate Creative Director
Sarah Worden
Marketing Associate
Laura Rehberger
Director of First Impressions
Office Administrator
Moira Cowan
Client Service Manager
Ashley McCall
Client Service Associate
Aja Riesberg
Executive Administrator
Su Lee Zuker
Office Administrative Assistant
Christopher T. Rand Ph.D., CFP®, CLU®
Managing Partner, Personal CFO
Michael Woitkoski
Managing Partner, San Diego
Cristian Lopez
Director of Business Development
Investment Strategy Committee
Jimmy Lee
Founder
Chief Executive Officer
Jim Worden CFA®, CMT®, CAIA®
Chief Investment Officer
Talley Léger
Chief Market Strategist
Mark Senseman ChFC®, MBA
Managing Partner, Phoenix
Christopher T. Rand Ph.D., CFP®, AIF®
Managing Partner, Personal CFO
Victor Orozco CSRIC™
Managing Partner, Bair Financial Planning
Anthony Turcotte, Jr.
Managing Partner, Westlake Village
Marlo Stil
Co-Founder/Retired, High Impact Portfolios
Tom Ibsen
Managing Partner
