Leadership Team
Jimmy Lee
Founder
Chief Executive Officer
Andy Kalbaugh
President
Andrew D’Addio
Managing Director
Jim Worden CFA®, CMT®, CAIA®
Chief Investment Officer
Rosemary Richard
Chief Compliance Officer
Skott McKinney
Chief Marketing Officer
Steven Odendahl
Co-Chief Compliance Officer
Talley Léger
Chief Market Strategist
E Matt Gilliam
Senior Vice President, Strategic Partnerships
Lisa Mitrovich
Director of Operations
Brandon Danziger
Director of Finance
Caitlin Allard
Director, ARC
Erika Ferris
Director Retirement Plans/Financial Planning
Raymond Bell
Advanced Insurance Consultant
AJ D’Addio
Financial Planning/Investment Intern
Aja Riesberg
Executive Administrator
Ashley McCall
Client Service Associate
Brian Foley CFP®
Trading Department Manager & Research Coordinator
Christopher T. Rand Ph.D., CFP®, CLU®
Managing Partner, Personal CFO
Cristian Lopez
Director of Business Development
Jade Lee
Associate Creative Director
Jason Lin
Director, Trading & Research
Laura Rehberger
Director of First Impressions
Office Administrator
Michael Woitkoski
Managing Partner, San Diego
Michelle D. Cooley
Compliance Specialist
Moira Cowan
Client Service Manager
Sarah Worden
Marketing Associate
Timorey Altamos
Operations Associate, San Diego
William Tangog
Trading Assistant
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
