Jimmy Lee
Founder
Chief Executive Officer
Andrew D’Addio
Managing Director
Rey Julian
Chief Growth Officer
Rosemary Richard
Chief Compliance Officer
Steven Odendahl
Co-Chief Compliance Officer
Michelle D. Cooley
Compliance Specialist
John Stewart
Director, Business Management
Brandon Danziger
Accounting & Compensation Specialist
Lisa Mitrovich
Director of Operations
Timorey Altamos
Operations Associate, San Diego
Amber Kodad MBA, CFP®
Director, Advisor Resource Center
Megan Wilsey CFP®, CPA
Financial Planner
Kathleen Talamayan
Paraplanner
Alisa Foster
AJ D’Addio
Financial Planning/Investment Intern
Raymond Bell
Advanced Insurance Consultant
Brian Foley CFP®
Trading Department Manager & Research Coordinator
William Tangog
Trading Assistant
Andrew Odaniell
Director of Marketing
Anna Ricci
Marketing Associate
Laura Rehberger
Director of First Impressions
Office Administrator
Miguel Veras
IT and Finance Assistant
Moira Cowan
Client Service Manager
Ashley McCall
Client Service Associate
Su Lee Zuker
Office Administrative Assistant
Christopher T. Rand Ph.D., CFP®, CLU®
Managing Partner, Personal CFO
Michael Woitkoski
Managing Partner, San Diego
Investment Strategy Committee
Jimmy Lee
Founder
Chief Executive Officer
Jim Worden CFA®, CMT®, CAIA®
Chief Investment Officer
Laura J. LaTourette CFP®
LPL Registered Principal
Managing Partner, Family Wealth Management Group
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
