Jimmy Lee
Founder
Chief Executive Officer
Andrew D’Addio
Managing Director
John “Jack” Ewing
Chief Financial Officer
Rey Julian
Chief Growth Officer
Tom Ibsen
Managing Partner
Rosemary Richard
Chief Compliance Officer
Steven Odendahl
Co-Chief Compliance Officer
John Stewart
Director, Business Management
Lisa Dashnaw
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
Raymond Bell
Advanced Insurance Consultant
Brian Foley CFP®
Trading Department Manager & Research Coordinator
William Tangog
Trading Assistant
Josh Bastin
Trading & Research Intern
Dara K. Asuncion
Marketing Manager
Marcie Ushijima
Marketing Associate
Anna Ricci
Director of First Impressions, Las Vegas
Marketing Associate
Miguel Veras
IT and Finance Assistant
Moira Cowan
Client Service Associate
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
