Jimmy Lee

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

Brandon Danziger

Director of Finance

Lisa Mitrovich

Director of Operations

Timorey Altamos

Operations Associate, San Diego

Megan Wilsey CFP®, CPA

Financial Planner

Kathleen Talamayan


Alisa Foster

AJ D’Addio

Financial Pxlanning/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

Halie Smith

Compliance Specialist


Sarah Banister

Marketing Specialist

Cristian Lopez

Director of Business Development


Investment Strategy Committee

Jimmy Lee

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