Jimmy Lee

Founder
Chief Executive Officer

Andrew D’Addio

Managing Director

John “Jack” Ewing

Chief Financial Officer

Rey Julian

Chief Growth Officer

Rosemary Richard

Chief Compliance Officer

Steven Odendahl

Co-Chief Compliance Officer

Michelle Cooley

Compliance Specialist

John Stewart

Director, Business Management

Lisa Mitrovich 

Director of Operations

Timorey Altamos

Operations Associate, San Diego

Amber Kodad MBA, CFP®

Director, Advisor Resource Center

Megan Wilsey CFP®, CPA

Financial Planner

Kathleen Talamayan

Paraplanner

Maggie Ahrens

Paraplanner

Raymond Bell

Advanced Insurance Consultant

Jim Worden CFA®, CMT®, CAIA®

Chief Investment Officer

Brian Foley CFP®

Trading Department Manager & Research Coordinator

William Tangog

Research Associate and Trading Assistant

Dara K. Asuncion

Marketing Manager

Marcie Ushijima

Marketing Associate

Anna Ricci

Director of First Impressions, Las Vegas 
Marketing Associate

Miguel Veras

IT and Finance Assistant

Moira Cowan

Client Service Associate

Ashley McCall

Client Service Associate

Su Lee Zuker

Office Administrative Assistant

Christopher T. Rand Ph.D., CFP®, CLU®

Managing Partner, Personal CFO

Michael Woitkoski

Managing Partner, San Diego

 

Investment Strategy Committee

Jimmy Lee

Founder
Chief Executive Officer

Jim Worden CFA®, CMT®, CAIA®

Chief Investment Officer

Laura J. LaTourette CFP®

LPL Registered Principal
Managing Partner, Family Wealth Management Group

Mark Senseman ChFC®, MBA

Managing Partner, Phoenix

Christopher T. Rand Ph.D., CFP®, CLU®

Managing Partner, Personal CFO

Victor Orozco CSRIC™

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