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: Orange County

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Kevin Jack, CFP®

Executive Managing Director

Albuquerque, Indian Wells, Newport Beach, Scottsdale, Sorrento Valley

David Askew, CFP®, CDFA®, FBS®, AEP®

Managing Director

Indian Wells, Newport Beach, Woodland Hills

Christina Hung, CFP®

Wealth Advisor

Newport Beach

Colton Petty, CFP^®

Wealth Advisor

Newport Beach

Erik W. Thurnher, MD, CFP^®

Sr. Wealth Advisor

Newport Beach

Ignatius D’Anna

Wealth Advisor

Newport Beach

Ignatius Danna, CFP®, CWS®

Wealth Advisor

Newport Beach

James Shanton, CFP^®

Sr. Wealth Advisor

Newport Beach

Luc Ceci, CFP®, EA

Wealth Advisor

Newport Beach

Patrick Lee, CFP®

Wealth Advisor

Newport Beach

Rudolph Brandes, JD, LLM, CFP^®

Sr. Wealth Advisor

Newport Beach

Tracy O. Jackson, MS, CFP^®

Sr. Wealth Advisor, Director

Newport Beach

Tyler Smith, CFP^®, AIF^®

Wealth Advisor

Newport Beach, Sorrento Valley

Brendan Archibald, CFP®

Regional Vice President

Newport Beach, San Diego – Sorrento Valley

Lisa Goodman

Regional Vice President

Newport Beach, San Diego

Susan Evans, CFP®, CDFA®

Associate Regional Vice President

Newport Beach

Susy Gibo

Sr. Regional Sales Associate

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

Sloan Petereit, CFP®, CDFA®, NSSA®

Sr. Financial Planner

Newport Beach

Blanca Ceja

Sr. Client Service Specialist

Newport Beach

Brendan Corbett

Client Service Specialist

Newport Beach

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A Gift That Lasts a Lifetime: Help Your Teen Build a Strong Credit History

Meet our Advisory Team

Search results for:

Kevin Jack, CFP®

David Askew, CFP®, CDFA®, FBS®, AEP®

Christina Hung, CFP®

Colton Petty, CFP^®

Erik W. Thurnher, MD, CFP^®

Ignatius D’Anna

Ignatius Danna, CFP®, CWS®

James Shanton, CFP^®

Luc Ceci, CFP®, EA

Patrick Lee, CFP®

Rudolph Brandes, JD, LLM, CFP^®

Tracy O. Jackson, MS, CFP^®

Tyler Smith, CFP^®, AIF^®

Brendan Archibald, CFP®

Lisa Goodman

Susan Evans, CFP®, CDFA®

Susy Gibo

Sloan Petereit, CFP®, CDFA®, NSSA®

Blanca Ceja

Brendan Corbett

Ready to get started?

Explore More

A Gift That Lasts a Lifetime: Help Your Teen Build a Strong Credit History

Planning for Retirement as a Stay-at-Home Spouse

6 Proven Habits for a Financially Secure Retirement

Let’s get started.