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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Location: San Diego

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Laura Combs, CFP®, MBA

Executive Managing Director

Alan Davis

Wealth Advisor

Brad White, CFP®

Sr. Wealth Advisor, Director

Brian Jellig, CFP®

RVP, Wealth Advisor

Dionisio Meneses

Dionisio Meneses, CFP®

Associate Advisor

Jonah Tinajero

Associate Advisor

J Do

Justin Do, CFP®

Wealth Advisor

Ken Bobadilla

RVP, Wealth Advisor

Micah Cummins, AMS®, CFP®

RVP, Wealth Advisor

Pat Wynne

Wealth Advisor

Patrick Comer, CFP®

RVP, Wealth Advisor

Sandee Mapp

RVP, Wealth Advisor

Schane Goheen, CFP®, CLU®

RVP, Wealth Advisor, Director

Sean O’Connor, CFP®

RVP, Wealth Advisor

Lisa Goodman

Regional Vice President

Newport Beach, San Diego

Marc Normann Photo

Marc A. Normann

Regional Vice President

Albuquerque, San Diego, Scottsdale

Susy Gibo

Susy Gibo

Sr. Regional Sales Associate

Albuquerque, Kahului, Newport Beach, San Diego, Santa Barbara, Scottsdale, Woodland Hills

Angelo Altoveros

Angelo Altoveros

Client Service Specialist

Erica Luchetti

Sr. Client Service Specialist

Jacob Lynch

Client Service Specialist

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