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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Market: Greater 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

Chris Paolantonio, CFA®

Wealth Advisor

Indian Wells, San Diego – Sorrento Valley

Dionisio Meneses

Dionisio Meneses, CFP®

Associate Advisor

Eric Blase Image

Eric Blase

Wealth Advisor

Indian Wells, San Diego – Sorrento Valley

Jonah Tinajero

Associate Advisor

J Do

Justin Do, CFP®

Wealth Advisor

Ken Bobadilla

RVP, Wealth Advisor

Micah Cummins, AMS®, CFP®

RVP, Wealth Advisor

Michael Axelrod Image

Michael Axelrod

Wealth Advisor

San Diego – Sorrento Valley

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

Brendan Archibald, CFP®

Regional Vice President

Newport Beach, San Diego – Sorrento Valley

Lisa Goodman

Regional Vice President

Newport Beach, San Diego

Marc Normann Photo

Marc A. Normann

Regional Vice President

Albuquerque, San Diego, Scottsdale

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