Jimmy Lee

Founder
Chief Executive Officer

John “Jack” Ewing

Chief Financial Officer

Andrew D’Addio

Managing Director

Sonja Wall

Chief Compliance Officer

Steven Odendahl

Co-Chief Compliance Officer

John Stewart

Director, Business Management

Lisa Dashnaw

Director of Operations

Timorey Altamos

Operations Associate, San Diego

Amber Kodad MBA, CFP®

Director, Advisor Resource Center

Megan Wilsey CFP®

Financial Planner

Kathleen Talamayan

Paraplanner

Maggie Aherns

Paraplanner

Raymond Bell

Advanced Insurance Consultant

Jim Worden CFA®, CMT®, CAIA®

Chief Investment Officer

Brian Foley CFP®

Trading Department Manager & Research Coordinator

Mario Stadtlander

Associate- Research/Trading and Financial Planning

Dara K. Asuncion

Marketing Manager

Marcie Ushijima

Marketing Associate

Miguel Veras

IT and Finance Assistant

Moira Cowan

Client Service Associate

Su Lee Zuker

Office Administrative Assistant

Michael Woitkoski

Managing Partner, San Diego

 

Investment Strategy Committee

Jimmy Lee

Founder
Chief Executive Officer

Mark Senseman ChFC®, MBA

Managing Partner, Phoenix

Victor Orozco

Managing Partner, Bair Financial Planning

Anthony Turcotte, Jr.

Managing Partner, Westlake Village

Marlo Stil

Co-Founder/Retired, High Impact Portfolios

*Marlo Stil is not affiliated with Weatlh Consulting Group or LPL Financial