Derek has been serving high net worth individuals and families since 1998, assisting them in the creation and implementation of carefully crafted plans to solving both their financial, and many times their life goals. Derek’s North Star is helping others achieve their highest potential both professionally and personally; Derek is the product of a two-parent teacher household that emphasized excelling in both school and helping others.
He received his undergraduate degree in Business Administration with a concentration in Finance from the University of Washington. He’s held the Certified Financial Planner “CFP” designation from Certified Financial Planning Board of Standards since 2001. Derek is passionate and receives great joy in developing and implementing Liberated Wealth® plans for the firm’s clientele and helping them achieve their life goals through an impactful change to their financial well-being.
Derek is married to Suzanne and has three children, two boys and a girl: Cole, Jake & Carter. He enjoys coaching his children’s various sports, as well as hiking, biking, surfing, traveling and camping together with his family.
Managing Director
Andy Davies, CFP®, CFS®, CES™, AIF®
Andy is president of Davies Financial Advisors, Inc., a full-service, comprehensive financial planning firm specializing in helping business owners and other successful individuals grow and preserve their wealth. Andy identifies and implements strategic solutions that aim to minimize taxes and complexity. He helps clients keep more of what they’re earning, conserve and protect their assets, and eventually distribute their assets to whom, when, and how they want.
Andy’s accreditations include being a CERTIFIED FINANCIAL PLANNER® professional, an Accredited Investment Fiduciary® (AIF®) designee, a Certified Estate and Trust Specialist™ (CES), and a Certified Fund Specialist® (CFS®).
He graduated magna cum laude with a double major from Whitworth University, where he started all four seasons in football and ran track and field, earning honors in both sports. Andy and his wife, Shaunie, have three children: their oldest daughter isa financial advisor for Davies Financial Advisors, their middle daughter is a professor teaching Environmental Engineering in Ohio, and their youngest son is studying aerospace engineering at Auburn University. Andy and his wife are very active in their church. On free days, Andy enjoys golf, waterskiing, and fishing with friends and family throughout the West Coast.
“This award speaks volumes—not only to the caliber of Davies Financial Advisors, but also to the quality of work and personalized attention he puts in to his clients,” said Wayne Bloom, CEO of Commonwealth Financial Network®, Andy Davies’ independent RIA–broker/dealer. “Andy is a valued member of Commonwealth, and we are extremely pleased to see him recognized on this scale.”
The 2021 Five Star Wealth Manager program is the largest and most widely published financial services award program in North America. Award candidates are evaluated against 10 objective criteria to determine the Five Star Wealth Managers in more than 45 major markets. As part of the updated research process for the Five Star Wealth Manager program, firms and peers can nominate award candidates. The 2021 Five Star Wealth Managers do not pay a fee to be included in the research or in the final list of Five Star Wealth Managers.
*Five Star Wealth Manager 2021: Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,574 Los Angeles-area wealth managers were considered for the award; 168 (5% of candidates) were named 2021 Five Star Wealth Managers .These awards are not indicative of the wealth managers’ future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
Chief Operations Officer
Chris Barnes
Chris Barnes joined Centura in March of 2025 as Chief Operations Officer.
With a background in analytics and finance, Chris co-founded a San Diego-based market intelligence firm and served many roles as the business grew over a span of 19 years, ultimately assuming the dual position of COO and CFO before exiting in late 2023. Chris has experience managing all business functions, including operations, finance, HR, product development, IT, and sales, and he has a proven track record of leveraging frameworks such as EOS to achieve profitable growth and successfully execute visionary business plans.
Chris grew up in the Seattle area and has spent the last 3 decades in San Diego, where he raised two sons with his wife of over 25 years. He is an avid fan of live music, food, travel, sports, and outdoor adventures.
Chris’s North Star is leading, developing, and growing high-performance teams in the endless pursuit of operational excellence, and having fun along the way.
Chief Investment Officer
Chris Osmond, CFA, CAIA®, CFP®
Chris began his career in the finance industry in 2004. Before joining Centura Wealth Advisory, he served in leadership roles in some of the most prestigious Trust Wealth Management departments, including Northern Trust, US Bank Private Wealth Management, and BMO Harris Private Bank. Chris was responsible for creating and managing custom investment management solutions on behalf of high-net-worth and successful families, ultra-high-net-worth families, foundation/endowments, institutions, and various trusts in these leadership roles. More recently, Chris served as the Chief Investment Officer for the Overland Park-based Registered Investment Advisor (RIA). He was responsible for overseeing the firm’s investment strategies and guiding investment policy for the entire organization. Additionally, Chris was a significant contributor to the firm’s substantial growth from $3.5 billion to more than $17 billion during his tenure, where he was responsible for developing both traditional and alternative investment platforms.
Chris is a regular speaker at industry-specific conferences and a frequent contributor for media outlets like Bloomberg, CNBC.com, Reuters, Yahoo!Finance, CheddarTV, Fox Business News, T.D. Ameritrade Network, and U.S. News & World Report, to name a few. Chris is not only quoted and published for his insights on investments, the economy, capital markets, alternative investments, and sustainable and responsible investing, he provides expertise on the way technology is shaping the asset management industry.
Chris obtained his Bachelor of Science in finance from the University of Arizona and is an avid Wildcat fan. He is passionately committed to being an industry expert in all major elements of the finance industry, as such, Chris is a Chartered Financial Analyst®, a Chartered Alternative Investment Analyst, and is a CERTIFIED FINANCIAL PLANNER™.
Chris grew up in Denver, CO, and now resides in St. Augustine, FL with his wife and daughter. Chris enjoys golfing, snowboarding, spending time with family, reading, and barbecuing in his free time.
Chris’ North Star is being entrenched in the financial markets and creating investment strategies that meet the unique and specific needs of clients, all while serving clients in the highest fiduciary capacity.
Director, People and Culture
Krystal Puryear
Krystal joined Centura Wealth Advisory in January 2024 as the Director of People and Culture. She is enthusiastic about creating a culture of growth for employees that supports the organizational vision for the future.
Krystal grew up in Santa Barbara, CA with her twin brother, Eric. She attended New Mexico State University as a team member of their Division 1 Equestrian team. She received a degree in Psychology with a minor in Sociology. Krystal spends her free time with her son Parker and husband Drew. Her North Star is helping people reach their personal and professional goals by creating a supportive, energized and “sky’s the limit” environment.
Head of Strategic Relationships
Raleigh Watson
Raleigh brings over 30 years of experience in the financial services industry, with a career rooted in the institutional asset management space. His deep expertise in capital markets, investment strategies, and sales and distribution fuels his passion for building meaningful relationships and empowering clients and colleagues to achieve their goals. Raleigh thrives on creating impactful solutions and fostering connections that make a difference.
He earned his MBA from the USC’s Marshall School of Business and a B.S. in Economics and Spanish from Ohio Wesleyan University.
Outside the office, he enjoys surfing, skiing, tennis, traveling, and cooking—adventures often shared with his wife of 25+ years and their four amazing children.
Guided by a personal North Star, Raleigh seeks to continuously learn, broadening his perspective on people, culture, world events, and the arts, ensuring he brings curiosity and understanding to everything he does.
Strategic Relationships, Team Lead
Rachel Self
Rachel joined Centura Wealth Advisory as a Paraplanner in November of 2021 after working in the finance industry for two years prior. She graduated from San Diego State University with a bachelor’s degree in Finance in 2020 and is currently working towards obtaining her CFP designation. As of 2025, Rachel works as a Strategic Relationships Team Lead, leveraging her financial expertise and relationship-building skills to educate new clients and prospects about our unique approach and collaborating with our external COI network to expand our reach and drive new business.
Rachel’s North Star is to always continue to expand her knowledge in order to make an impactful change in the lives of the clients we serve. In her free time, she enjoys traveling, spending time with friends & family, and going to the beach. She was born and raised in Reno, Nevada and now resides in Solana Beach.
Sr. Wealth Advisor
Bryan Schick, CPA, CGMA®
Bryan Schick joined Centura in July of 2024 as a Vice President of Insurance & Strategy.
A background in accounting and mergers and acquisitions led Bryan to a career in the financial services industry. Prior to joining Centura, Bryan held senior leadership roles in large life insurance distribution groups as well as life insurance companies. Using his knowledge of the drivers in both the finance and insurance sectors, along with my deep experience in risk analysis, design structure and relationship management, he creates planning solutions for families while ensuring alignment between all the parties involved.
Bryan grew up in Hawaii and Alabama before going to Birmingham – Southern College. There he received a B.S. in accounting. He is a Certified Public Accountant as well as a Charted Global Management Accountant.
Bryan enjoys spending time with family, friends, and all things soccer.
Bryan’s North Star: Constantly refining the art of asking the right questions. Listening, observation, creativity, and imagination are the key elements in developing the best solutions.
Sr. Wealth Advisor
Matt Griffith, CFP®
As the son of a coach, Matt grew up roaming the sidelines of football games and tagging along to local gyms during basketball season. Basketball was his sport, and he enjoyed being a part of some really good teams playing small college basketball. There was no better feeling than being a part of a winning team, collaborating with others, and working toward a specific goal.
After college, Matt became fascinated with capital markets. It was hard to miss in the late 90’s, as stocks were running wild in the formation of the tech bubble. He made his way to the investment business in late 2000.
After the tech bubble, he realized there was so much more to offer than just a platform to trade stocks. There was a need to help people with personal financial matters. Financial planning offered exactly what he wanted- a cross section of personal finance, capital markets, and coaching.
After years of studying and working in this field, Matt really enjoys that he’s tapping back into his coaching and teamwork roots while providing high-net worth wealth management services. He helps clients figure out what they truly want to accomplish in their life, come up with a plan so they are prepared, and be there to collaborate, educate, or even coach to make the plan a success.
Prior to joining Centura Wealth Advisory, Matt provided wealth management and financial planning services at a RIA firm and a Big 4 accounting firm. Matt has worked in financial services for over 20 years.
Matt attended San Diego State University for the CERTIFIED FINANCIAL PLANNER™ certificate program and graduated with a Bachelor of Science degree from William Jewell College.
Matt, his wife, Lauren, and their two children reside in Point Loma. Matt is active in the community of Point Loma, serving as President of the Point Loma Optimist Club, a non-profit supporting the youth of Point Loma.
Sr. Wealth Advisor
Daniel P. Stolfa, JD, LL.M., CFP®, AIF®
Dan joined Centura Wealth Advisory in October 2024 as a Senior Wealth Advisor. With a background in law and accounting, Dan transitioned into the financial services industry 20 years ago, building a distinguished career working with families, business owners, executives, foundation leaders, board members, interim CFOs, trust fiduciaries, EOS Implementers, and high-net-worth individuals nationwide. He specializes in identifying and implementing solutions for financial planning, succession planning, and wealth management needs.
Originally from the Midwest, Dan grew up in Illinois, Wisconsin, Kansas, Georgia, and Minnesota. He earned a B.S. in History and English Literature from the University of Wisconsin–Madison and went on to receive his JD and LL.M. in Taxation from Mitchell Hamline School of Law in St. Paul, MN. He holds both the Certified Financial PlannerTM and Accredited Investment FiduciaryTM designations.
Dan lives in the Twin Cities Metro and enjoys spending time with his wife Nikole and their six kids. They enjoy traveling (they were married in Japan) and getting out for a motorcycle ride whenever Minnesota weather permits (which isn’t often!).
Guided by Rotary International’s 4-Way Test, Dan’s approach to life and work is rooted in integrity and service:
Is it the TRUTH?
Is it FAIR to all concerned?
Will it build GOODWILL and BETTER FRIENDSHIPS?
Will it be BENEFICIAL to all concerned?
Wealth Advisor, Investments
Sean Clark
Sean Clark has 13 years of experience in the Financial Services Industry serving High Net Worth Families and Institutional Clients. Sean holds a Bachelor of Arts (B.A.) in Economics from Clemson University and a Master of Science (M.Sc.) in Risk Management from New York University. Areas of expertise include Financial Planning and Portfolio Management, specializing in applied mathematics and risk.
Prior to joining Centura Wealth Advisory, Sean successfully built and managed a book of 400 clients, allocated over $400,000,000 to stocks, bonds and alternative investments and was a consultant to lending institutions managing asset-liability risk.
Sean believes in simplicity and mindfulness. During his free time, Sean is actively involved in the local Autism community, spends time with his son Harrison and practices yoga. In seeking his North Star, Sean enjoys traveling to indigenous parts of the world and is passionate about experiencing local culture, food and humanity first hand.
Wealth Advisor, Team Lead
Lyndsay Davies, FPQP®, CES™
Lyndsay’s primary role at Davies Financial Advisors is a client servicing advisor. She focuses on clients’ investment, tax, retirement, and estate planning needs. She works closely with the team, assisting in creating customized financial plan development and manages all facets of insurance. She is a Financial Paraplanner Qualified Professional® (FPQP®) and a Certified Estate and Trust Specialist™ (CES).
Lyndsay received her bachelor of arts in both communications and piano performance from Grand Canyon University, as well as a Master of Music in Piano Accompanying and Chamber Music at Northern Arizona University. Previously, she worked as an elementary music teacher in two schools. While Lyndsay has a deep background in music, she excels at planning logistics, building relationships, and providing meaningful financial solutions.
When she isn’t in the office, Lyndsay can be found on the lake waterskiing with her family or spending time with friends in Phoenix and Southern California.
Wealth Advisor, Team Lead
Justin Simmons, CFP®
Justin joined the Davies Financial Advisors team in 2017 as a senior paraplanner assisting with financial plan development and coordination. He facilitates investment research and is an integral part of our retirement plan support team, providing service and support to our hundreds of plan participants. Justin’s diligence and analytical approach significantly contribute to the high level of efficiency at our firm.
Justin graduated from UCLA and has worked in the finance industry for more than 15 years. Having served as a U.S. Marine, Justin brings a focused, disciplined approach to the challenges and opportunities our clients face.
In his free time, Justin enjoys being with his wife and five children, including coaching Little League for his children.
Wealth Advisor, Team Lead
Zoe Singh, CFP®
Zoe began working at Centura Wealth Advisory in 2017 and is passionate about helping clients achieve their financial goals. She earned her Bachelor’s degree in Finance from San Diego State University and subsequently obtained the Certified Financial Planner (CFP®) designation in 2021.
At Centura, Zoe collaborates closely with clients and her team to develop comprehensive Liberated Wealth® financial plans. Zoe collaborates closely with clients to empower them to achieve their financial aspirations.
Beyond her professional endeavors, Zoe enjoys spending time with loved ones, traveling, skiing, and enjoying the beautiful beaches of San Diego.
Wealth Advisor, Team Lead
Samantha Lawrence, CFP®
Samantha joined Centura Wealth Advisory in 2018 as an intern while pursuing her passion for financial planning. She graduated from San Diego State University in 2020 with a Bachelor’s Degree in Finance and earned her Certified Financial Planner (CFP®) designation in 2022.
As a dedicated Wealth Advisor, Samantha’s passion is empowering individuals and families to achieve financial peace of mind. Samantha excels at guiding clients to their North Star through the creation and implementation of their Liberated Wealth Plans.
When Samantha isn’t assisting clients, she enjoys playing tennis, spending time with loved ones, and exploring new restaurants in the area.
Wealth Advisor, Team Lead
Peter Staab
Peter joined Centura in November of 2022 as a Paraplanner. He is currently working with our Client Services, Planning, and Operations team as he learns the various functions of the organization.
Peter grew up in San Diego, CA before going to Ohio University for his undergraduate studies. He received his BS in Finance & Data Analytics, as well as a BA in Sport Management throughout his four years in Ohio. He enjoys hanging out with friends and family, trying new food, golfing, and going to the gym. Peter’s North Star is to continue traveling and learn what the world has to offer.
Wealth Advisor
Jenny Powell, CPA, CFP®
Jenny joined the team in 2024 as a senior paraplanner. She assists the advisory team building financial models and specializes in tax planning and business consulting. She started working in the tech industry as a software engineer. For the past 20 years, she has worked in the tax and finance industries. Jenny has been a financial advisor for the past 10 years and is excited to be part of our paraplanner team. She recently completed the CPA licensure.
Jenny graduated from California State University Chico with a double major in Information Systems and Accounting. She obtained a graduate certificate of Financial Planning from Kansas State and later obtained her CFP.
She and her husband have been married for 25 years and have four children. When she’s not working, she enjoys traveling with her family, watching her kids play sports, and lifting weights.
Associate Advisor, Team Lead
Grant Pearson
Grant joined Centura Wealth Advisory in May of 2022. He graduated from Washington State University with a bachelor’s degree in Finance and a minor in Business Economics. In Grant’s role as an Associate Advisor, Team Lead, he serves as a linchpin between our clients and our team of financial advisors. His responsibilities encompass a wide range of tasks crucial to the financial planning process, ensuring that every client receives personalized and thorough support.
With a keen eye for detail and a passion for financial management, Grant collaborates closely with our team to deliver tailored financial solutions that empower our clients to make informed decisions about their wealth through Centura Wealth Advisory’s Liberated Wealth® Process. Grant grew up in Portland, Oregon and moved to San Diego after graduating college in 2021, he now calls Encinitas home. In his free time, he enjoys spending time with family & friends, golfing, skiing, and surfing. His North Star is a two-parter: Continue expanding his knowledge in the financial services industry and in different cultures by traveling the world.
Associate Advisor
Joshua Nunn, ChFC®
Josh joined Centura Wealth Advisory in May 2023. Josh is passionate about making the complex simple and does so by designing Liberated Wealth® plans that empower clients to accomplish their North Star. He works closely with the consulting team to collect, analyze, and develop financial plans for clients to achieve this. Prior to joining Centura Wealth Advisory, Josh served as a Wealth Advisor at a local San Diego (RIA) where he was an integral member of the firm’s financial planning team.
Josh graduated from San Diego State University in 2019 with a Bachelor’s Degree in Finance. He holds the Chartered Financial Consultant® (ChFC®) designation from the American College of Financial Planning and earned his Certificate in Financial Planning from San Diego State University.
Josh’s North Star is two-fold: 1) being someone who is always curious, and 2) being a servant leader who helps others realize their fullest potential. Josh grew up in San Diego, CA and currently resides in Carlsbad. Outside of the office you can find him at his favorite coffee spot in Carlsbad, playing drums, running back a pickleball game, or practicing yoga.
Associate Advisor
Tyler Cole, CFP®
Tyler joined Centura Wealth Advisory as a Paraplanner in 2022. He supports his team by collecting data and building reports to aid in the financial planning process. Tyler earned his Bachelor‘s degree from Western Washington University and completed the CFP® program through the Boston Institute of Finance.
Tyler’s North Star comes from a song lyric: “brighten the corner where you are.” This North Star has guided him to roles where he can help others such as teaching English to non-native speakers, conducting outreach for a non-profit organization, and coaching unemployed workers in their job search. Tyler sees a career in financial services as a way to help clients gain financial peace of mind.
Tyler enjoys collecting vinyl records, working on home improvement projects, and traveling. He currently resides in Washington state with his wife Jenny.
Paraplanner
Jordan Davis, EA
Jordan joined Centura in 2022 as an intern on the consulting team. He graduated from San Diego State in 2024 with a bachelor’s degree in financial services, a minor in interdisciplinary studies, and a certificate in personal financial planning. Upon graduation, Jordan accepted a full-time position on the consulting team as a Paraplanner, where he works with advisors to provide exponential value to clients through income tax planning and wealth transfer planning. Currently, Jordan holds his Enrolled Agent (EA) designation awarded by the IRS and has passed his Certified Financial Planner (CFP) exam.
Jordan’s North Star is his mother, who has provided endless opportunity and support to him since before he can remember. In his work, he hopes to provide opportunity and support to clients as they navigate the burdens and complexities of managing their finances. In his free time, he enjoys playing soccer and golf, spending quality time with family and friends, playing board games, and visiting new places. Jordan grew up in Oakland, California and now lives full time in San Diego.
Paraplanner
Jacob Shiffrin, CFP®, MSPFP
Jacob joined Centura Wealth Advisory in 2024 as a Paraplanner. Jacob has been working as a paraplanner and associate advisor since 2022 providing the best service to high and ultra-high net worth clients. Additionally, he is dedicated to enhancing the financial well-being of clients through Centura’s liberated process. Jacob currently collaborates closely with financial advisors to deliver high-quality, client-centered solutions. Outside of work, Jacob likes to run, explore nature, and spend time with his cat and fiancé.
Jacob was born and raised on the shoreline of Connecticut. He went to the University of Connecticut where he received his BS in Finance. After graduation he studied for and passed the CFP® exam while working and learning alongside many experienced financial advisors. He continued his education by pursuing and achieving a Master of Science in Personal Financial Planning.
Jacob’s north star is to be service oriented and to do all he can to be kind and light up people’s day. He finds satisfaction in taking the burden off other’s shoulders and simplifying the complexity that is people’s finances. His goal is to create a meaningful impact on client’s lives and get just a little better each day.
Paraplanner
Andrew Drennan
Andrew joined Centura in 2024 as a Paraplanner after graduating San Diego State University with a bachelor’s degree in finance and a certificate in personal financial planning. Prior to joining Centura, Andrew developed a tax background while working at a local CPA firm. Andrew currently plans to sit for the CFP exam in March 2025.
Andrew loves to try new foods, enjoy the outdoors (especially skiing!), and create lifelong memories through meaningful experiences with family and friends. His North Star is to have a positive impact on as many people as possible, while living a life he’s proud of.
Paraplanner
Ben Weinberg, FPQP®
Ben joined Davies Financial Advisors in November 2022 as a wealth management associate assisting with client relationship services and business operations. He graduated from Pepperdine University in 2022 with a Bachelor of Arts in Business Administration. At Pepperdine, he played four years of Division 1 volleyball and led the team as a captain in 2021 and 2022. His passion lies in using data analytics to help solve complex problems. He developed his client relationship skills through working at Compass Real Estate and coordinating open houses, as well as assisting with daily business operations.
In his free time, Ben enjoys being in nature, playing volleyball and pickleball, working out, and spending time with friends.
Paraplanner
Victoria Gibbs, CFP®, E. A.
Victoria holds a Bachelor of Science in Personal Financial Planning from Texas Tech University and has accumulated valuable experience as a paraplanner at esteemed firms prior to joining Davies Financial Advisors. Committed to maintaining the highest professional standards, she has earned the CFP® designation, emphasizing her dedication to excellence.
At Davies Financial Advisors, Victoria brings her expertise to ensure that clients not only receive financial planning but also feel genuinely heard, cared for, and well-supported. Her attention to detail equips her to navigate and solve complex financial challenges.
In her free time, you can find Victoria reading a book, enjoying a workout, traveling, or spending time with her family and fur babies.
Senior Director, Insurance
Christopher Hyman
Chris has been in the financial services industry for over 15 years, and serving ultra-affluent families and privately held businesses for more than a decade. As Senior Director of Insurance, Chris is responsible for developing & overseeing in-depth customized insurance solutions and risk mitigation strategies that cater to the diverse needs and goals of Centura clients, as well as assisting in the ongoing stewardship of those plans. Before joining Centura, Chris served as the sole Case Design specialist for an advisory member firm of M Financial Group, where he developed life insurance solutions for high net worth clients, geared toward estate planning, tax efficiency, and executive compensation.
Chris earned his Bachelor of Science (B.S.) in Accounting from the University of Delaware. He resides in Wilmington, Delaware with his wife Amanda, and their three children. His primary joy is spending time with family and friends. He also enjoys reading, sports, fitness training, outdoor activities, and traveling to the shore.
Chris’s north star is two-fold. He aims to continually enhance his capacity to provide clients with meaningful and comprehensive financial solutions, while emphasizing excellence and fiduciary responsibility. He also aims to provide his children with the utmost love and guidance along their journey, so they can be happy, positive influences on society and realize their true potential.
Senior Manager, Insurance
Lori Stringham
Lori Stringham joined Centura in 2015. Prior to joining Centura, she worked in the marketing department for an IMO based in Carlsbad, in addition to a life settlement case manager in San Juan Capistrano. Lori manages all facets of the Life and Annuity departments at Centura, including contracting, licensing, client communication, and compensation.
Lori is married and has two children and a small dog. In her free time, she enjoys being with her family and going to the beach. Her north star is her family. Lori wants to continue nurturing her children so that they become successful adults who strive for the best in their lives while remaining kind and respectful to others.
Lori earned a BS in Sociology from the University of Utah.
Senior Life Insurance Case Manager
Amanda Wetherington
Amanda joined Davies Financial Advisors in 2023 as our insurance case manager. She has over 15 years of experience in the financial and insurance industries. She has worked as an associate financial representative at Northwestern Mutual and as a life insurance case manager at CPS Insurance before joining our team. Amanda brings a wealth of knowledge and experience in the life and long-term care insurance industries as well as a strong desire to serve our clients to the best of her ability.
When she isn’t working on insurance cases, Amanda loves spending time with her family at the river or desert. She also enjoys working out, hiking, and sporting events.
Case Manager
Amber Vaccaro
Amber joined Centura Wealth Advisory in May 2021 as an intern. She graduated from San Diego State University in 2022 with a Bachelor’s degree in Finance. Upon graduation, Amber accepted a full-time position with Centura as a Jr. Life Insurance Case Manager. At Centura, Amber works with her team to assist with case management in the Life and Annuity department.
Amber’s North Star is to be a remarkable role model to her two younger siblings and to be a lifelong learner. In her free time, she enjoys watching sports, going to the beach, cooking, listening to country music, and hanging out with her friends and family. Amber grew up in San Clemente, California and she currently resides in Pacific Beach, California.
Trader
David Martinez
David joined Centura Wealth Advisory in May 2022 as a Trader. Prior to joining, he served as an Associate Portfolio Manager for a San Diego based RIA with over $1 billion in assets under management. David received his bachelor’s degree in Business Administration with a concentration in Finance from Indiana University.
David’s North Star is to be a lifetime learner and to always act with the utmost integrity throughout all aspects of his life. He currently resides in Encinitas, CA where he enjoys spending time with friends and family, surfing, golfing, wakeboarding, snowboarding, and cooking.
Junior Trader
Matthew Cayelli
Matt joined Centura Wealth Advisory in February 2025 as a Jr. Trader on the Investments team. At his previous broker-dealer, he gained extensive experience in account maintenance, onboarding new advisors, and working on the equity trade desk, where he entered orders for advisors and clients. Matt is passionate about developing a career in finance and contributing towards the success of the firm’s clients.
Matt graduated from San Diego State University in 2022 with a Bachelor’s in Business Management with a specialization in Entrepreneurship. Directed by his North Star of becoming the best version of himself both personally and professionally, Matt is committed to improving the team’s efficiencies while providing high level service to Advisors and Partners. He currently resides in Pacific Beach, where he enjoys seeing live music, camping, surfing, traveling, and spending quality time with friends and family.
Investment Analyst
Anna Ellis
Anna joined Centura Wealth Advisory in 2023 as an Investment Associate. After graduating from Wake Forest University in 2019 with a Bachelor’s Degree in Mathematical Economics, Anna spent four years living and working in Chicago for CME Group, a derivatives exchange, where she helped create new futures and options contracts for trading and developed a passion for research. Native to Grand Rapids, Michigan, Anna is a Midwesterner at heart but has since traded the Great Lakes for the Pacific Ocean and currently resides in Carlsbad, CA.
Anna has been enamored with financial markets since a young age, and she is working towards the CFA designation to seek out her dream of managing portfolios and sourcing strong investment opportunities. Anna’s North Star is to be a lifelong learner and constantly challenge her pre-existing beliefs. She believes curiosity is critical to being a successful investor and she enjoys reading about all topics, from investor psychology to food history, in her free time.
Outside of work, Anna enjoys cooking, exploring her new home state, and staying connected with friends and family, who live both locally and across the country.
Investment Operations Analyst
Thomas Dentzer
Thomas joined Centura Wealth Advisory in 2023 as an intern on the Investments team, where he developed expertise in investments, financial modeling, and research. His academic journey included a semester at IE University in Madrid, Spain, which significantly enriched his knowledge in the financial sector. Upon graduating from San Diego State University with a Bachelor of Science in Finance, Thomas transitioned to a full-time role as an Investment Operations Analyst.
Guided by his North Star of continuous growth and development, Thomas is dedicated to delivering exceptional service to clients and colleagues, ensuring that he makes a meaningful impact in his professional endeavors. He currently resides in Del Mar, CA, where he enjoys surfing, golfing, and spending quality time with family and friends.
Alternative Investments Analyst
Cesar Roman
Cesar joined Centura Wealth Advisory in March 2025 as an Alternatives Investment Analyst. Cesar earned his Bachelor of Science in Finance from CU Denver in 2023.
Prior to Centura Wealth Advisory, Cesar served as an Alternatives Investment Specialist at Mercer where he honed his expertise in private equity, private credit, hedge funds, and real assets. Cesar collaborated with a diverse set of institutional clients and supported investment directors in developing strategies, conducting market research, sourcing investments, and performing thorough due diligence. His experience also included roles in Client Relationship Management at Charles Schwab and as an Investment Operations Summer Associate at Capital Group.
Before entering the finance world, Cesar proudly served four years in the United States Marine Corps—a formative experience that instilled in him a disciplined work ethic and leadership skills.
Cesar’s North Star is to empower others through financial education. He is passionate about helping people navigate personal finance and investing, recognizing that each person’s financial journey is unique.
Cesar is based in Denver, Colorado and outside of work, he enjoys traveling, training jiu-jitsu, weightlifting, and playing sports.
Director, Strategy & IT
Andre Lawrence
Andre joined Centura Wealth Advisory in the Fall of 2016. He moved into a Director of Strategy & IT role in early 2025, overseeing firmwide initiatives to completion and leveraging technology along the way. Andre enjoys a challenge – and he strives to drive results that maximize the benefits for clients as well as his Centura teammates.
Andre is a graduate of the University of Massachusetts Amherst with a BS in Hospitality & Tourism Management. He loves going on long walks with his dog Turbo, exploring new places to dine, and weekend trips to Palm Springs.
Andre currently resides in San Diego, CA. His North Star is to purchase his first home by the end of 2025.
Operations Manager
Zachary Wilson
Zachary joined Centura Wealth Advisory in the summer of 2020, bringing his experience as an Operations Manager in the Food & Beverage industry. With a passion for identifying, analyzing, and enhancing business processes, Zachary has played a pivotal role in improving efficiency and operational excellence within the firm.
In early 2024, Zachary transitioned into a Senior Analyst role, where he contributed to Centura’s data, operations, and technological analysis initiatives. By April 2024, Zachary advanced to Operations Manager, leveraging his expertise in technology and leadership to optimize daily operations and implement strategic initiatives that elevate client experiences.
Zachary graduated from San Diego State University with a Bachelor’s in Psychology. He currently resides in El Dorado Hills, CA, with his wife and two children. Zachary and his wife welcomed their second child in July of 2024. Outside of work, he enjoys playing basketball, traveling, and spending time with his family.
Operations Project Manager
Paul Knezovich
Paul joined Centura Wealth Advisory in January of 2021 after working in the RIA industry for 2 years prior. Paul started with us in the client service department and is now the Operations Project Manager. As a key member of the team, Paul provides white glove service to clients, strategic partners, and our organization. He works closely with the client service team to assist in achieving individual and team objectives, and serves as the operations departments go-to training resource.
Paul grew up in Stockton, CA and moved to San Diego in 2019. He is a graduate of San Jose State University with a BS in Business Administration & Finance. He enjoys spending time with family & friends, backpacking, snowboarding, and playing golf. Paul’s North Star is to visit the 7 wonders of the world.
Salesforce Developer
Trent Christensen
Trent joined Centura Wealth Advisory in October 2024 as a Salesforce Developer. Before stepping into his current role, he built a solid foundation in finance and accounting, excelling in positions such as External Auditor, Financial Advisor, and Financial Analyst. Driven by a passion for problem-solving, Trent taught himself to code and transitioned into the tech world, becoming a Salesforce Developer in 2022.
Trent earned both his bachelor’s and master’s degrees in accounting from Brigham Young University. He lives in Meridian, Idaho, with his wife and three kids. Outside of work, Trent enjoys spending time with family and friends, playing basketball, mountain biking, and exploring the outdoors.
Operations & Compliance Manager
Jennifer Rasmussen
Jennifer received her Bachelor of Science in Business Management from Cal State San Marcos and earned a graduate level certificate in the Business of Banking from Pacific Coast Banking School. In addition, she received an Executive Leadership Certificate from The Fosters School of Business at the university of Washington. Previously, Jennifer worked in the Community Banking industry for 11 years before transitioning into the insurance industry, and finally landing where her passion is: financial planning. Jennifer understands the importance of teamwork and excels in making sure clients receive outstanding service.
When Jennifer isn’t in the office, she is spending time with family at the river, in the desert, or one of her other favorite places, Disneyland!
Senior Client Services Representative
Elizabeth Villegas
Elizabeth joined Centura in January of 2024 as a Senior CSR. She is currently working with our Client Services and Operations Department as she learns the various functions of the organization. Elizabeth has been in the financial service industry for over 22 years. Prior joining Centura, Elizabeth was also a Senior CSR at another RIA. In addition to a CSR, Elizabeth was the firm’s CEO’s administrative and personal assistant. She also holds a Public Notary license.
Elizabeth grew up and continues to live in Los Angeles. She enjoys spending time with her family and friends. Elizabeth dedicates a lot of her free time to her daughter’s competitive dance schedule. Her North Star has two parts: (1) Be the best example and provider to her family and (2) she would love to visit medieval towns in Europe one-day.
Senior Client Service Representative
Jake Steffens
Jake Steffens joined the Centura team in April 2024 as a Client Services Representative. Prior to Centura, Jake served as a Portfolio Management Associate at a Cleveland-Based RIA with over $3B in AUM. He has also accumulated experience as an entrepreneur in technology and entertainment industries.
Jake graduated from Ohio University in 2020 with a bachelor’s in finance with a specialty focus in investments. He currently resides in San Marcos, CA, where he spends time with family, writing music, or exploring San Diego.
Jake uses his wide-ranging expertise to understand his clients and provide them with a consistent and detail-oriented white glove service. His North Star is to pursue his greatest potential as a professional by providing ultimate value to his clients and teammates.
Client Service Representative
Alexis Anderson
Alexis Anderson joined Centura Wealth Advisory as an intern in October of 2023. Upon graduating from San Diego State University in May of 2024 with a bachelor’s degree in finance, she joined the Centura team full-time. She is currently working in the Operations Department as a Client Service Representative. Alexis’ North Star is to impact others by providing outstanding service and bringing the aloha spirit into the work she does.
Alexis grew up in Lahaina, Hawaii before attending San Diego State University to pursue her degree and Swim at the Division 1 Level, she now permanently resides in San Diego. In her free time, Alexis loves to enjoy San Diego for all it has to offer, whether it’s surfing, hiking, or going to concerts.
Client Service Associate
Ariella Flores
Ariella has more than 5 years of brokerage operations experience at Cetera and is our senior administrative assistant. She joined our team in 2023 and is passionate about serving our clients well. In her previous positions, Ariella enjoyed working in a fast-paced environment where she refined her skills in problem solving and communication. She brings a high level of customer service to Davies Financial Advisors.
When she isn’t working, Ariella enjoys spending time with her family and volunteering at her grandparents’ non-profit as well as participating in weight training and spin classes.
Client Service Associate
Lindsay Blair
Lindsay Blair joined Centura Wealth Advisory in 2024 as an intern while pursuing her bachelor’s degree in finance at San Diego State University. Upon graduating in 2025, she transitioned into her current full-time role as a Client Service Associate. Lindsay is dedicated to delivering exceptional client service, ensuring that every interaction reflects Centura’s commitment to excellence.
Outside of work, Lindsay enjoys traveling, spending quality time with family and friends, and exploring new recipes in the kitchen.
Lindsay’s North Star is to help and support others in meaningful ways while continuously growing through new experiences. She is passionate about making a positive impact and believes there is always something to learn from every opportunity.
Finance Manager
Linh Balteff
Linh joined Centura Wealth Advisory in January 2019 as Senior Financial Accountant. Prior to joining the firm, Linh has worked as an accounting and operations manager in a variety of industries. At Centura, she manages the internal accounting, FP&A and supports operations. Linh earned her bachelor’s degree at San Diego State University and resides in the Bay Area. Her North Star is to continue to explore the world with her family. She enjoys spending time with her family, traveling, and staying active.
Finance Representative
Ashton Lima
Ashton Lima joined Centura Wealth Advisory in March 2023 as an intern where he learned and developed skills within the financial service industry. He is currently working with our Finance Department team as a Finance Representative.
Ashton’s North Star is to feed his curiosity through continued development and learning, while helping others do the same to make an impact on those around him.
Ashton grew up in San Jose before attending San Diego State University for his undergraduate studies where he received a Bachelor of Science: Business Administration – Finance.
Ashton loves traveling and getting out of his comfort zone. He enjoys challenging himself, analyzing and solving complex problems.
Strategic Relationships Coordinator
Cailyn Chang
Cailyn joined Centura as a Strategic Relationships Coordinator in December 2024. She has a background in marketing and events and earned her degree in Journalism and Media Studies from San Diego State University. At Centura, Cailyn supports marketing efforts and business development, enabling her to contribute to a wide range of initiatives.
Outside of work, Cailyn is an avid lover of concerts, enjoys spending time with her family and dogs and is always on the lookout for new vegetarian restaurants and coffee shops to try.
Cailyn’s North Star is to create and foster lasting connections and make a meaningful impact in her community.
People & Culture Manager
Alexa Jauregui
Alexa’s passion for shaping company culture and creating meaningful events led to her promotion to People and Culture Manager after a year of exceptional performance. She initially joined Centura in 2024 as an Executive Assistant, where her extensive experience in providing administrative support to executives in the finance industry quickly made her an invaluable asset to the team. In this role, Alexa was deeply involved in providing operational and administrative support to senior team members and employees, and her ability to connect with people became a key part of her success.
Now, as People and Culture Manager, Alexa is focused on fostering an inclusive, positive work environment and enhancing Centura’s culture through engaging events and initiatives that bring employees together.
Alexa grew up in Upstate New York before moving to Southern California after graduating from Binghamton University. She holds a BS in Human Development from the College of Community and Public Affairs and an Adjunct in Business Administration from the School of Management at Binghamton University.
Currently residing in Los Angeles, CA, Alexa enjoys spending time with her daughter, traveling whenever she can, and redecorating as often as possible. Alexa’s North Star is to strive to be the best example for her daughter, showing her the importance of giving back and making a positive impact on the world.
Talent Acquisition Specialist
Nicole Hubbs
Nicole joined Centura Wealth Advisory in 2024 as a Talent Acquisition Specialist. She is passionate about connecting with people, building teams, and developing talent. She loves collaboration and is grateful to have joined such a supportive, hardworking, and values-driven firm.
While originally from San Diego, Nicole grew up in Connecticut and then made her way back to California to attend San Diego State University. There she earned her Bachelor’s studying psychology and completed SDSU’s Leadership Certificate program.
Outside of work she enjoys reading and spending time with her family and friends. Nicole’s North Star is leading with compassion, inspiring a growth mindset, and helping others to achieve positive outcomes.
Executive Assistant
Miranda Swartwood
Miranda Swartwood joined Centura Wealth Advisory in 2025 as an Executive Assistant. With over eight years of experience in executive support and administration, she specializes in streamlining processes, optimizing schedules, and ensuring seamless communication. She is passionate about collaboration and creating efficiencies that enhance both team operations and leadership support.
Before joining Centura Wealth Advisory, Miranda worked in niche financial services involving 1031 Exchanges as an executive assistant and a versatile problem-solver, with expertise in CRM management, operations, and organizational strategy.
A lifelong resident of Carlsbad, she enjoys sewing, snowboarding, and exploring new ideas in philosophy.
Her North Star is to approach her work with thoughtfulness, kindness, and dedication, always striving to support those around her in meaningful ways.
