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
