Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Angelo Altoveros

Angelo Altoveros

Client Service Specialist

Brad White

Brad White, CFP®

Director, National Client Development

Jacob Lynch

Client Service Specialist

Jessica Villarin

Client Service Specialist

Kailen Huffman

Sr. Client Service Specialist

Indian Wells, San Diego – Sorrento Valley

Maria Baylon

Manager, Client Service

Indian Wells, San Diego – Sorrento Valley

Rubi Contreras Image

Rubi Contreras

Manager of Operations

Zhanar Jerew

Client Service Specialist

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