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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Keven Jack Image

Kevin Jack, CFP®

Executive Managing Director

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

D Askew

David Askew, CFP®, CDFA®, FBS®, AEP®

Managing Director

Indian Wells, Newport Beach, Woodland Hills

Christina Hung, CFP®

Wealth Advisor

Colton Petty, CFP^®

Wealth Advisor

Erik Thurnher

Erik W. Thurnher, MD

Sr. Wealth Advisor

Ignatius D’Anna, CFP®, CWS®

Wealth Advisor

James Shanton

James Shanton, CFP^®

Sr. Wealth Advisor

Luc Ceci

Luc Ceci, CFP®, EA

Wealth Advisor

Patrick Lee, CFP®

Wealth Advisor

Rudolph Brandes

Rudolph Brandes, JD, LLM, CFP^®

Sr. Wealth Advisor

Tracy Jackson

Tracy O. Jackson, MS, CFP^®

Sr. Wealth Advisor, Director

Tyler Smith

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 Image

Susan Evans, CFP®, CDFA®

Regional Vice President

Susy Gibo

Susy Gibo

Sr. Regional Client Development Associate

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

Sloan Petereit, CFP®, CDFA®, NSSA®

Sr. Financial Planner

Blanca Ceja

Sr. Client Service Specialist

Brendan Corbett

Brendan Corbett

Client Service Specialist

D Rhodey

Denise Rhodey

Manager, Client Service

Newport Beach, Scottsdale

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