About Us

Our Purpose

Centura Wealth Advisory was established in San Diego, California with a focused mission:

“We believe everyone has a purpose in life, and ours is to help wealthy individuals and families achieve their purpose through a proactive and comprehensive wealth management process called Liberated Wealth^®.”

We are inspired by and guided by our client’s North Star.

The North Star is a bearing point in someone’s journey. It embodies our client’s goals, values, and purpose for their life and wealth.

By following our Liberated Wealth^® process, we structure a comprehensive wealth plan designed to help you reach your North Star.

Our History

Centura Wealth Advisory was started with a common vision of its founding members who have been advising clients together for over a decade.

Create an independent advisory firm which goes above and beyond traditional money management to bring only the best value added solutions to our clients; and not be all things to all people.

Centura goes beyond a traditional multi-family office wealth management firm to offer advanced tax and estate planning solutions which traditional wealth managers often lack in expertise, knowledge, or resources to offer their clients.

We invest heavily into technology and systems to provide our clients fully transparent reporting, and tools to make informed decisions around their wealth plan.

Headquartered in San Diego, California, Centura is passionate about our client’s objectives and owns the fiduciary responsibility of protecting their interests.

We strive to be the best in our chosen lines of business, not the biggest.

Our Team

Everyone on our team has their own North Star. They center around serving our clients, our community, and their aspirations. Feel free to learn more about our incredible team here at Centura.

Derek Myron, CFP®

Managing Director

Derek Myron, CFP^®

Managing Director

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.

Jonathan Freeman, MBA

Chief Operating Officer, Chief Compliance Officer

Jonathan Freeman

Chief Operating Officer, Chief Compliance Officer

Jonathan joined Centura Wealth Advisory in July 2018 as Chief Operating Officer and became Chief Compliance Officer in December 2019. Jonathan has a diverse background across a variety of industries that span technology, professional services, consulting practices, real estate, and healthcare. He has been a client of the firm for over 5 years and is passionate about building sustainable companies in high growth periods. His North Star is to be the guide and teacher for others to achieve their ultimate potential in life, and to serve his community by sharing how everyone’s responsibility is to care for our natural environment so we can benefit from it for millennia.

Jonathan received his MBA from UCLA Anderson School of Business and a Bachelors Degree in Environmental Studies from UCSB. He, his wife Joelle, and their three boys live in North San Diego County.

Kyle Malmstrom

Managing Director

Kyle Malmstrom

Managing Director

Kyle’s North Star is to continually deliver the best wealth management solutions to the firm’s clients at the highest standards of ethics and excellence. Since the early 2000s, Kyle has been placing clients first and serving as a steward and fiduciary to high net worth families and individuals.

Kyle specializes in Liberating Wealth through the implementation of detailed and customized wealth management solutions. Kyle empowers his clients through educating and implementing proactive wealth planning solutions.

Kyle has over 25 years of active experience in financial markets, including six years as a NASDAQ market maker and trader. Kyle earned his B.S.B.A. in Finance from the University of Missouri-Columbia.

Kyle resides in San Marcos, California with his wife, Candice, and their four children. Kyle enjoys spending time with his family, fishing, boating, coaching sports, and outdoor activities.

Chris Osmond, CFA, CAIA®, CFP®

Chief Investment Officer

Chris Osmond, CFA, CAIA®, CFP®

Chief Investment Officer

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 barbequing 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.

Alyssa Phillips

Vice President of Operations

Alyssa Phillips

Vice President of Operations

Alyssa joined Centura Wealth Advisory in January 2023 as VP of Operations. Alyssa has a diverse background across a variety of industries that span sports & entertainment, restaurant franchise management, consumer products manufacturing & distribution and private wealth management. She is passionate about working at the intersection of operations, people and technology to help companies build the solid infrastructure needed to weather evolving business landscapes.

Her North Star is to serve her community by democratizing financial literacy education and providing guidance & mentorship to students and young professionals who also come from underrepresented neighborhoods.

Alyssa received her MBA from CSULB and a Bachelors Degree in English from UCLA. She and her partner live in South Park, San Diego.

Libby Dingfield, CDSP

Vice President, Growth & Development

Libby Dingfield, CDSP

Vice President, Growth & Development

Libby joined Centura Wealth Advisory in July 2021 as the VP of Growth & Development. Prior to joining the firm, Libby has worked as a Talent Acquisition professional in a variety of industries taking the approach as a strategic partner. At Centura, she manages the recruiting strategy and process as well as organizational development. Her North Star is to show her daughter that with hard work and determination she can accomplish anything she puts her mind to. Libby is also very active in giving back to her community.

Libby studied at College of the Ozarks in Branson, MO. She enjoys spending time with her husband, daughter and her two pit bulls. She enjoys traveling, playing golf, reading, and watching sports. She is a huge fan of the St. Louis Blues, St. Louis Cardinals and Kansas City Chiefs.

Roby Kotcamp, CFP®

Sr. Wealth Advisor

Roby Kotcamp, CFP^®

Sr. Wealth Advisor

Roby joined Centura Wealth Advisory in September 2021 as Senior Wealth Advisor. Roby has a diverse background in financial leadership and general management roles, spanning environmental services, aerospace, and financial consulting in several global locations. For the past dozen years, he has focused on helping accomplished individuals and families reach their financial objectives, including guiding entrepreneurs through purchase, growth, and liquidity events. Roby’s North Star is to be a servant leader, professionally and personally, helping clients, family, and friends to achieve their highest aims. He hopes to leave a legacy of gratitude and generosity and that others are inspired to do the same.

Roby received his undergraduate degree in Management from Purdue University and his Master’s in Management (Finance) from Northwestern University’s Kellogg Graduate School of Management. In addition to the Certified Financial Planner (CFP®) designation, he holds several other professional certifications in multi-disciplinary fields. Roby enjoys drawing on his diverse domain and global leadership experiences to assist clients in complex circumstances to build a wealth plan that enables them to visualize and achieve their highest priorities.

Roby is married to Priscilla and resides in metro Phoenix, Arizona. Together, they are passionate about engaging the world through travel, and that acts as a springboard for some of the charitable endeavors they support. Their guiding principal is embodied in the ancient wisdom, “Do justice, love kindness, and walk humbly”.

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Matt Griffith, CFP®

Sr. Wealth Advisor

Matt Griffith, CFP^®

Senior Wealth Advisor, Investment Advisor Representative

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 serving as a board member of Home Start and the Point Loma Optimist Club.

Seth Meisler, CFA, CFP®, CPA/PFS, MBA

Sr. Wealth Advisor

Seth Meisler, CFA, CFP^{®, CPA/PFS, MBA}

Sr. Wealth Advisor

Seth Meisler joined Centura Wealth Advisory in January 2022 as a Senior Wealth Advisor. Seth has 15 years of experience as a financial advisor as well as Chief Investment Officer. Seth helps clients reach their financial goals by offering strategic financial planning, tax planning, and investment management solutions.

Seth is a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), and Certified Public Accountant (CPA) with a Personal Financial Specialist (PFS) sub-specialty. Seth received an MBA from DePaul University and a BBA from University of Michigan, Ann Arbor.

Seth is a member of the CFA Institute of Minnesota (CFAMN), the Minnesota Society of CPAs (MNCPA), the Financial Planning Association of Minnesota (FPAMN), and the American Institute of Certified Public Accountants (AICPA). Seth is also a member of Ed Slott’s Master Elite IRA Advisory Group, where he studies the complexities of IRAs in order to help his clients with tax and distribution strategies. Seth has been published in Marketwatch.com and in Forbes.

Seth’s North Star is helping improve clients lives so that they can live their best life.

Seth is married and has 3 children. They live in the Minneapolis area. Seth enjoys giving back to the community and is serving on various committees. Seth also enjoys biking and is currently learning how to cross-country ski.

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Brett Hughes, CFP®

Wealth Advisor

Brett Hughes, CFP®
Wealth Advisor

Brett joined Centura Wealth Advisory in May 2022. He brings over a decade of experience serving high-net-worth individuals, corporate executives and business owners. Brett has a passion for helping others and does so through comprehensive planning with focuses in tax, retirement, insurance, estate and investments. Prior to joining Centura Wealth Advisory, Brett served as a Senior Wealth Advisor at a billion dollar San Diego (RIA) where he was an integral member in building the firm’s financial planning process, growing the firm to over $1.5 billion dollars.

Brett holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and earned his Bachelor of Science in finance from the Northern Arizona University.

Brett grew up in San Diego, CA and currently resides in Rancho Peñasquitos with his wife and son. Outside of the office you can find Brett out on his mountain bike, playing racquetball, camping across the southwest or spending time with his family.

Brett’s North Star is providing a safe, fun and loving environment for his family. He strives to be the best role model possible and a steward to his son’s growth and development.

Zoe Singh, CFP®

Wealth Advisor

Zoe Singh, CFP^®

Wealth Advisor

Zoe began working at Centura Wealth Advisory as an intern in 2017. She joined the team full-time in 2018, after graduating from San Diego State University with a Bachelor’s degree in Finance. She obtained her CFP in 2021.

She works closely with her teammates to collect, analyze and model data to assist in the creation of personalized Liberated Wealth® financial plans for clients. Zoe’s North Star is to see the positive impact she can make in the lives of others through Centura Wealth Advisory’s Liberated Wealth® Process.

Zoe is from San Jose, California and loves to visit home to spend time with her family and pets. She lives in Pacific Beach and enjoys spending time with friends, doing yoga and going to the beach in her free time.

Samantha Lawrence, CFP®

Associate Advisor

Samantha Lawrence, CFP®

Associate Advisor

Samantha joined Centura Wealth Advisory in October 2018 as an Intern. She graduated from San Diego State University in 2020 with a Bachelor’s Degree in Finance. Upon graduating, Samantha accepted a full-time position with Centura as a Paraplanner. Samantha is passionate about helping develop and deliver Liberated Wealth plans that drive clients to accomplish their life goals and dreams. She works closely with her team to collect information, analyze data, and create financial plans and deliverables to achieve this.

Samantha’s North Star is to travel the world throughout her lifetime. After spending time abroad in Spain, she has developed a passion to explore new places and experience new cultures. Samantha is from Moorpark, California and currently resides in Pacific Beach. She enjoys spending time with friends and family and experiencing the outdoors through activities like riding bikes, hiking, camping, and going to the beach.

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Joshua Nunn, ChFC®

Associate Advisor

Joshua Nunn, ChFC^®

Associate Advisor

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.

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Tigran Muradyan

Associate Advisor

Tigran Muradyan

Associate Advisor

Tigran’s primary role at Centura focuses on clients’ investment, tax, retirement, and estate planning needs. Tigran comes to Centura as a successful financial wholesaler.

Tigran is originally from Yerevan, Armenia, and his family relocated to Colorado when he was 12 years old. He graduated from the University of Colorado, majoring in International Studies and a minor in Law. He is fluent in Armenian and Russian. In his spare time, Tigran enjoys traveling and exploring different cultures and cuisines. He is married to his high school sweetheart Emily and recently adopted a Pomeranian chihuahua named Oliver.

Tigran's North Star is to become a key player in his community where people can have access to educated financial decisions, as well as work towards retirement and savings.

Cody Nigh, CFP®

Associate Advisor

Cody Nigh, CFP^®

Associate Advisor

Cody joined Centura Wealth Advisory in 2023 as an Associate Advisor. Cody has been serving high-net-worth individuals, corporate executives, and business owners since 2017. Cody has a passion for helping others and takes great pride in being a small part of our client’s lives. Prior to joining Centura Wealth Advisory, Cody served as a Paraplanner and Trader at a small CFP® firm in Camarillo, CA where he was an integral member in building the firm’s portfolio monitoring process, while living and embracing the firm’s mission of “taking the time to listen” to clients first and always.

Cody holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and earned his Bachelor of Science degree in Financial Services from the San Diego State University.

Cody currently resides in North Park, but proudly grew up in Camarillo, CA where he frequently visits his family, friends, and 3 dogs (Demi, Rico, and Ladybug). Outside of the office, Cody is a fourth-generation race car driver, competing with the California Lightning Sprints across the state of California. He also enjoys spending time out on the water and reconnecting with his old college stomping grounds of San Diego.

Cody’s North Star is two-pronged. First, he’s grateful for being able to help guide clients toward their financial goals and independence. Perhaps most importantly, he’s driven by the goal of making his family, friends, and colleagues proud.

Sean Clark, MBA

Director of Financial Planning

Sean Clark, MBA

Director of Financial Planning

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.

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Tyler Cole

Paraplanner

Tyler Cole

Paraplanner

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 is currently enrolled in a 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.

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Peter Staab

Paraplanner

Peter Staab

Paraplanner

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.

Rachel Self

Paraplanner

Rachel Self

Paraplanner

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 plans to work towards obtaining her CFP designation in the future.

Rachel’s North Star is to always continue to expand her knowledge in order to make an impactful change in the lives of those around her. 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 Pacific Beach.

Christopher Hyman

Director Insurance Solutions

Christopher Hyman

Director Insurance Solutions

Chris has been in the financial services industry for over thirteen years, six of those serving ultra-affluent families and privately held businesses. As Senior Case Designer, Chris is responsible for modeling in-depth customized planning solutions that fit 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, 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.

Lori Stringham

Life Insurance Case Manager

Lori Stringham

Life Insurance Case Manager

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. Lori’s North Star is to buy a house in the neighborhood she currently resides so where her family has become extremely close with her community and school.

Lori earned a BS in Sociology from the University of Utah.

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Mark Stemler

Life Insurance Client Services Representative

Mark Stemler

Life Insurance Client Services Representative

Mark joined Centura in April 2022 as a Life Insurance Customer Service Representative. He graduated with a Bachelor’s degree in Political Science from UC San Diego. In his youth, Mark played competitive Water Polo and made two age group national teams, which allowed for the opportunity to travel internationally and represent the United States in worldwide tournaments. He has over 10 years of professional experience in the financing and insurance industries.

Mark prides himself in providing accurate and timely work and ensuring that his clients have a satisfactory experience throughout the process.

When possible, Mark enjoys travelling to foreign countries and watching his favorite Soccer team, Arsenal FC. He grew up and currently lives in San Diego with his wife Iris, children Mauricio and Arya, and dog Nala.

Mark’s North Star is providing college education for his children and obtaining the financial freedom to travel internationally comfortably.

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Amber Vaccaro

Jr. Life Insurance Case Manager

Amber Vaccaro

Junior Life Insurance Case Manager

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 as well as to always have a desire to learn in order to continuously expand her knowledge within the finance industry. In her free time, she enjoys watching baseball and hockey, 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.

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David Martinez

Trader

David Martinez

Trader

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.

Mike Tsoukatos, CFA, CAIA®

Alternative Investments Sourcing Analyst

Mike Tsoukatos, CFA, CAIA®

Alternative Investments Sourcing Analyst

Mike joined Centura Wealth Advisory in December 2022 as an Alternative Investments Sourcing Analyst. Prior to joining the firm, he served as a Portfolio Investments Analyst on a specialty finance team and has held investment-related roles in two San Diego based RIAs.

Mike obtained his Bachelor of Arts in Economics/Mathematics at the University of Santa Barbara. After graduation, his love for the investment industry led him to attain both the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations.

Mike’s North Star is his intellectual curiosity, and he strives to be a dependable teammate whom others can rely on, both inside and outside the office. He currently resides in Carlsbad, CA and enjoys spending his free time with family, golfing, surfing, and playing poker.

Anna Ellis

Investment Associate

Anna Ellis

Investment Associate

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.

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Brandon Nguyen-Cuu

Trading Coordinator

Brandon Nguyen-Cuu

Trading Coordinator

Brandon Nguyen-Cuu joined Centura in February 2023 as an Intern where he learned the various functions of the organization. He is currently working with our Investment Department team as a Trading Coordinator. Brandon’s North Star is lifelong learning as he is an intellectually curious individual who strives to grow as a person through becoming more knowledgeable.

Brandon grew up in San Diego before going to the University of Southern California for his undergraduate studies where he received a Bachelor of Arts in Economics. He enjoys hanging out with friends and family, reading manga, playing video games, and going to the gym.

Zachary Wilson

Analyst

Zachary Wilson

Analyst

Zachary joined Centura Wealth Advisory in the Summer of 2020. Zachary primarily services Centura clients, onboarding new clients and assisting with data analysis. Zachary is continuing to learn and expand his skills within the financial management services of the firm.

Zachary grew up in El Dorado Hills, CA and moved to San Diego in 2010. Zachary is a graduate of San Diego State University with a BS in Psychology. He enjoys playing basketball, going to the beach and spending time with his wife and dog. Zachary’s North Star is to buy a home in San Diego.

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Grant Pearson

Client Service Associate

Grant Pearson

Client Service Associate

Grant joined Centura Wealth Advisory in May of 2022. Grant primarily services Centura clients, onboarding new clients and assisting with data analysis. He graduated from Washington State University with a bachelor’s degree in Finance and a minor in Business Economics. He plans on working towards the CFP and CFA designations in the future.

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.

Paul Knezovich

Client Service Representative

Paul Knezovich

Client Service Representative

Paul joined Centura Wealth Advisory at the start of 2021. Paul primarily services Centura clients, onboarding new clients and assisting with data analysis. He is currently working toward earning his Series 65 and plans to work toward the CFP® designation further down the road.

Paul grew up in Stockton, CA and moved to San Diego in 2018. Paul is a graduate of San Jose State University with a BS in Business Administration & Finance. He enjoys spending time with family & friends, playing sports, rock climbing, and being outside as much as possible. Paul’s North Star is to visit the 7 wonders of the world.

Linh Balteff

Sr. Financial Accountant

Linh Balteff

Sr Financial Accountant

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, financial reporting and supports operations. Her North Star is two-fold: purchase a home in San Diego that her family can grow up in, and continue to explore the world with her family!

Linh earned her bachelor’s degree at San Diego State University and is working on attaining her CPA license. She enjoys spending time with her husband and daughter. She enjoys traveling, hiking, and trying new restaurants, her favorites being City Taco and Zia Gourmet Pizza in North Park.

Dana Levin, MBA

Client Relationship Manager, Philanthropic Strategies

Dana Levin

Client Relationship Manager, Philanthropic Strategies

Dana began working at Centura Wealth Advisory in 2020. She joined the team to bring together her passion for philanthropy with her commitment to help families build wealth and give back to the community. Prior to Centura, Dana worked in nonprofit management for 15 years leading a variety of fundraising teams and campaign efforts, most recently at Jewish Family Service of San Diego. She enjoys connecting nonprofit professionals and donors with Centura to in order create customized Liberated Wealth® financial plans to maximize charitable giving.

Dana’s North Star is to ensure that families are well positioned for everything that life throws at them by having an estate plan in place well before those events transpire. Within those plans, she seeks to inspire families to ensure their nonprofit giving is a meaningful element of their portfolio.

Dana has an MBA and an MA in Jewish Communal Studies from American Jewish University in Los Angeles, as well as an BA in Sociology and BA in Jewish Studies from the University of Wisconsin –Madison.

Dana is a native San Diegan and enjoys spending time with her husband and son, volunteering with a variety of nonprofit organizations, exploring new restaurants, and cheering on the Badgers.

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Caitlin McClelland

Marketing Manager

Caitlin McClelland

Marketing Manager

Caitlin joined Centura in 2022 as the Marketing Manager. Prior to joining Centura, she executed marketing initiatives for one of the largest RIAs in San Diego. At Centura, Caitlin leads strategic marketing campaigns to align with the firm’s business development goals. Caitlin graduated with a Bachelor of Arts in Communications from the University of California, San Diego.

Caitlin lives in North County with her husband and young daughter. Her and her husband can’t get enough of watching their daughter learn the world around her. Caitlin’s North Star is to retire comfortably so she is able to enjoy time with her family.

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Jacob Wright, SHRM-CP®

Human Resources Coordinator

Jacob Wright, SHRM-CP^®

Human Resources Coordinator

Jacob joined Centura Wealth Advisory in April of 2023 as the company’s first employee dedicated to the human resources function. Drawing upon his relentless drive, astute business acumen, and an impressive history of catalyzing positive change within government agencies, international non-profits, and sports leagues across borders, Jacob brings a unique perspective to the firm.

Despite his roots in sunny San Diego and his exceptional academic achievements, including graduating summa cum laude from San Diego State University, Jacob's most transformative experiences have been acquired through his immersive ventures and explorations around the globe. Guided by a steadfast belief in empowering individuals and fostering cultural proficiency, Jacob’s North Star is to equip communities with the indispensable tools for success in our ever-interconnected world.

Andre Lawrence

Executive Assistant

Andre Lawrence

Executive Assistant

Andre joined Centura Wealth Advisory in the Fall of 2016. Having worn many different hats over the years, he is currently supporting Derek as an Executive Assistant. Andre constantly strives to improve internal processes and utilize our various systems to enhance our clients' experience.

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 traveling.

Andre currently resides in San Diego, CA. His North Star is to purchase his first home by the end of 2025.

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Ashley Timms

Front Office Administrative Assistant

Ashley joined Centura Wealth Advisory in April 2023. With a background in Customer Service and Human Resources, Ashley is loving her new role as Front Office Administrative Assistant. She feels fulfilled in this capacity as she gets to utilize her empathetic side every single day. Ashley loves the connections she builds as a San Diego native, especially her relationship with her family. She spends most of her free time with her puppy, Isla, and creates new recipes that she finds on social media. Ashley’s North Star is pushing herself to put a smile on as many people’s faces as possible.

Suzie Myron

Administrative Assistant

Suzie Myron

Administrative Assistant

Suzanne has worked for Centura since inception. Suzanne’s North star is her love of family and community. She thrives in knowing each of Centura’s clients personally.

Suzanne is married to Derek and has three children, Cole 22, Jake 14 and Carter 11. She enjoys coaching her children’s sports, volunteering at her children’s schools and traveling with her family.