Meet Your Team

Derek Myron, CFP®
Managing Director

Andy Davies, CFP®, CFS®, CES™, AIF®
Managing Director

Chris Barnes
Chief Operations Officer

Chris Osmond, CFA, CAIA®, CFP®
Chief Investment Officer

Krystal Puryear
Director, People and Culture

Raleigh Watson
Head of Strategic Relationships

Rachel Self
Strategic Relationships, Team Lead

Bryan Schick, CPA, CGMA®
Sr. Wealth Advisor

Matt Griffith, CFP®
Sr. Wealth Advisor

Daniel P. Stolfa, JD, LL.M., CFP®, AIF®
Sr. Wealth Advisor

Sean Clark
Wealth Advisor, Investments

Lyndsay Davies, FPQP®, CES™
Wealth Advisor, Team Lead

Justin Simmons, CFP®
Wealth Advisor, Team Lead

Zoe Singh, CFP®
Wealth Advisor, Team Lead

Samantha Lawrence, CFP®
Wealth Advisor, Team Lead

Peter Staab
Wealth Advisor, Team Lead

Jenny Powell, CPA, CFP®
Wealth Advisor

Grant Pearson
Associate Advisor, Team Lead

Joshua Nunn, ChFC®
Associate Advisor

Tyler Cole, CFP®
Associate Advisor

Jordan Davis, EA
Paraplanner

Jacob Shiffrin, CFP®, MSPFP
Paraplanner

Andrew Drennan
Paraplanner

Ben Weinberg, FPQP®
Paraplanner

Victoria Gibbs, CFP®, E. A.
Paraplanner

Christopher Hyman
Senior Director, Insurance

Lori Stringham
Senior Manager, Insurance

Amanda Wetherington
Senior Life Insurance Case Manager

Amber Vaccaro
Case Manager

David Martinez
Trader

Matthew Cayelli
Junior Trader

Anna Ellis
Investment Analyst

Thomas Dentzer
Investment Operations Analyst

Cesar Roman
Alternative Investments Analyst

Andre Lawrence
Director, Strategy & IT

Zachary Wilson
Operations Manager

Paul Knezovich
Operations Project Manager

Trent Christensen
Salesforce Developer

Jennifer Rasmussen
Operations & Compliance Manager

Elizabeth Villegas
Senior Client Services Representative

Jake Steffens
Senior Client Service Representative

Alexis Anderson
Client Service Representative

Ariella Flores
Client Service Associate

Lindsay Blair
Client Service Associate

Linh Balteff
Finance Manager

Ashton Lima
Finance Representative

Cailyn Chang
Strategic Relationships Coordinator

Alexa Jauregui
People & Culture Manager

Nicole Hubbs
Talent Acquisition Specialist

Miranda Swartwood
Executive Assistant

COMPANY HEADQUARTERS
12255 El Camino Real, Suite 125
San Diego, CA 92130
GET DIRECTIONS
858-771-9500

Our planning fee pricing for income tax planning services is determined using a standardized matrix based on Net Worth, Income, and Meeting Frequency. This base planning fee price may be adjusted to account for increased complexity or the occurrence of a future income event. To project tax savings, we analyze prior year tax returns to determine their past tax liability to project out the following year’s tax liability. Based on facts collected and confirmed by the client, we then identify and evaluate applicable tax strategies and the estimated annual tax savings they would produce if implemented. The estimated annual tax savings are then divided by the annual engagement price proposed to/agreed to by the client to determine the multiple on estimated annual tax savings generated as it relates to the planning fees paid. Please note, these initial projections are preliminary and based on our current understanding of the client’s situation. Outcomes may vary based on client’s decisions or chosen course of action regarding the implementation of recommended strategies, their specific goals, and risk tolerance.