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Derek Myron

Managing Director

Derek Myron

Managing Director

Derek has been serving high net worth individuals and families since 1998, guiding them through the development and implementation of thoughtful financial strategies that often address not only their financial goals but their broader life ambitions as well. Derek’s guiding principle is helping others reach their highest potential, both professionally and personally. Raised in a household with two parents who were teachers, he was instilled early on with the importance of education, service, and meaningful impact.

Derek earned his degree in Business Administration with a concentration in Finance from the University of Washington and has held the Certified Financial Planner designation since 2001. He finds great fulfillment in designing and delivering Liberated Wealth® plans, working closely with clients to create clarity, confidence, and lasting progress in their financial lives.

Derek is married to Suzanne and is the proud father of three children, Cole, Jake, and Carter. He enjoys coaching youth sports and spending time outdoors with his family hiking, biking, surfing, traveling, and camping.

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Andy Davies, CFP®, CPWA®, CFS®, CES™, AIF®

Managing Director

Andy Davies, CFP®, CPWA®, CFS®, CES™, AIF®

Managing Director

Andy joined forces with Centura Wealth Advisory in 2025. He was previously the Founder and 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, Certified Private Wealth Advisor (CPWA^®) professional, and 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 is a wealth advisor for Centura Wealth Advisory, their middle daughter teaches Environmental Engineering at a University 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.

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Chris Barnes

Chief Operations Officer

Chris Barnes

Chief Operations Officer

Chris Barnes joined Centura Wealth Advisory in 2025 as Chief Operations Officer, bringing with him a deep background in finance, analytics, and enterprise leadership. Prior to Centura, Chris co-founded a San Diego-based market intelligence firm where he held a variety of leadership roles over 19 years, ultimately serving as both Chief Operating Officer and Chief Financial Officer. Throughout his career, he has overseen all core business functions including operations, finance, HR, product development, IT, and sales. Chris is known for implementing structured growth frameworks like EOS to drive scalable success and execute on long-range strategic plans.

Originally from the Seattle area, Chris has called San Diego home for the past three decades. He and his wife of over 25 years have raised two sons there, and together they enjoy live music, great food, travel, sports, and spending time outdoors.

Chris’s guiding focus is building and leading high performing teams in the pursuit of operational excellence—while making the journey as rewarding and enjoyable as the results.

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Chris Osmond, CFA, CAIA®, CFP®

Chief Investment Officer, Chief Compliance Officer

Chris Osmond, CFA, CAIA®, CFP®

Chief Investment Officer, Chief Compliance Officer

Chris brings more than two decades of investment management experience to his role at Centura Wealth Advisory. Prior to joining Centura, he held leadership positions at several of the most respected trust and private wealth management institutions, including Northern Trust, US Bank Private Wealth Management, and BMO Harris Private Bank. In these roles, Chris developed and managed tailored investment strategies for high net worth and ultra high net worth families, foundations, endowments, institutions, and complex trust structures.

Most recently, Chris served as Chief Investment Officer at a fast-growing Registered Investment Advisor based in Overland Park, where he oversaw the firm’s investment strategies and shaped its overall investment policy. During his tenure, the firm grew from $3.5 billion to over $17 billion in assets under management. Chris played a key role in that growth by designing and implementing both traditional and alternative investment platforms that aligned with clients’ evolving needs.

Chris is a frequent speaker at industry conferences and a contributor to leading financial media outlets including Bloomberg, CNBC.com, Reuters, Yahoo! Finance, Fox Business, TD Ameritrade Network, and U.S. News & World Report. He is regularly sought out for his insights on markets, the economy, sustainable investing, and the evolving role of technology in asset management.

He earned his Bachelor of Science in Finance from the University of Arizona and holds the Chartered Financial Analyst® (CFA) designation, the Chartered Alternative Investment Analyst (CAIA) designation, and is a CERTIFIED FINANCIAL PLANNER™ professional. A proud Arizona Wildcat, Chris is deeply committed to continuous learning and leadership within the investment profession.

Chris grew up in Denver and now lives in St. Augustine, Florida with his wife and daughter. In his free time, he enjoys golfing, snowboarding, barbecuing, reading, and spending time with his family.

Chris’s North Star is staying deeply engaged with the financial markets and developing forward-thinking investment strategies that meet each client’s specific objectives, while upholding the highest standards of fiduciary care.

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Krystal Puryear

Director, People & Culture

Krystal Puryear

Director, People & Culture

Krystal joined Centura Wealth Advisory in 2024 as Director of People and Culture. She is passionate about fostering a workplace environment where employees can grow, thrive, and align their personal development with the firm’s long-term vision. Krystal brings a thoughtful and energetic approach to shaping culture, supporting leadership, and building systems that empower people to do their best work.

Originally from Santa Barbara, California, Krystal attended New Mexico State University, where she competed on the Division I Equestrian team. She earned a degree in Psychology with a minor in Sociology, a foundation that continues to inform her work in organizational development and employee engagement.

Outside of work, Krystal enjoys spending time with her husband, Drew, and their son, Parker. Her North Star is helping others reach their personal and professional goals by creating a supportive, energized environment where possibilities are always within reach.

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Bryan Schick, CPA, CGMA®

Sr. Wealth Advisor

Bryan Schick, CPA, CGMA®

Sr. Wealth Advisor

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.

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Christopher Hyman

Senior Director, Insurance

Christopher Hyman

Senior Director, Insurance

Chris has worked in the financial services industry for more than 15 years, with a focus on serving ultra affluent families and privately held businesses for over a decade. As Senior Director of Insurance at Centura Wealth Advisory, Chris is responsible for developing and overseeing customized insurance strategies that support the complex goals of Centura clients. He also plays a key role in the ongoing stewardship of these plans, ensuring they remain aligned with clients’ evolving needs.

Before joining Centura, Chris served as the sole case design specialist for an advisory member firm of M Financial Group, where he created life insurance strategies tailored to estate planning, tax efficiency, and executive compensation for high net worth clients.

Chris earned his Bachelor of Science in Accounting from the University of Delaware and lives in Wilmington, Delaware with his wife, Amanda, and their three children. He finds his greatest joy in spending time with family and friends, and also enjoys reading, sports, fitness training, outdoor activities, and trips to the shore.

Chris’s North Star is twofold: He is committed to delivering meaningful and comprehensive financial solutions with a strong emphasis on excellence and fiduciary care. He is also dedicated to raising his children with love and guidance, encouraging them to live with joy, purpose, and a positive impact on the world around them.

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Andre Lawrence

Director, Strategy & IT

Andre Lawrence

Director, Strategy & IT

Andre joined Centura Wealth Advisory in 2016 and currently serves as Director of Strategy and IT. In this role, he leads firmwide initiatives from planning through execution, with a focus on delivering results that benefit both clients and internal teams. Known for his problem solving mindset and strategic thinking, Andre leverages technology to streamline operations and drive lasting impact across the organization.

Andre earned his Bachelor of Science in Hospitality and Tourism Management from the University of Massachusetts Amherst. Outside of work, he enjoys long walks with his dog, Turbo, discovering new dining spots, and taking weekend trips to Palm Springs.

Based in San Diego, Andre is focused on achieving his personal goal of purchasing his first home by the end of 2025—a milestone that reflects the same dedication and intentionality he brings to his professional work.

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Raleigh Watson

Head of Strategic Relationships

Raleigh Watson

Head of Strategic Relationships

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.

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Rachel Self

Strategic Relationships, Team Lead

Rachel Self

Strategic Relationships, Team Lead

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.

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Matt Griffith, CFP®

Sr. Wealth Advisor

Matt Griffith, CFP®

Sr. Wealth Advisor

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.

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Daniel Stolfa, JD, LL.M., CFP®, AIF®

Sr. Wealth Advisor

Daniel Stolfa, JD, LL.M., CFP®, AIF®

Sr. Wealth Advisor

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?

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Sean Clark

Wealth Advisor, Investments

Sean Clark

Wealth Advisor, Investments

Since 2006, Sean Clark has helped clients navigate the complexities of wealth with clarity and purpose. He works closely with families, business owners, and professionals to design strategies that not only grow and protect wealth, but also align with what matters most in their lives.

With a background that spans Wall Street, leadership roles in national firms, and hands-on advisory work, Sean understands both the technical side of investing and the human side. He’s known for breaking down complex ideas into straightforward conversations, building trust quickly, and always keeping clients’ interests at the center of everything he does.

Sean holds a Master of Science in Risk Management from NYU Stern and a BA in Economics from Clemson, along with an active Series 65 license. He’s also trained and mentored other advisors, built investment platforms, and worked across public and private markets—including alternatives, tax strategies, and legacy planning.

Outside of work, you’ll find him fishing in San Diego, playing guitar, or spending time with his family.

 

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Lyndsay Davies, FPQP®, CES™

Wealth Advisor

Lyndsay Davies, FPQP®, CES™

Wealth Advisor

As part of a collaboration between Centura Wealth Advisory and Davies Financial Advisors, Lyndsay joined the firm in 2025. As a Wealth Advisor and Team Lead, she guides clients through investment, tax, retirement, and estate planning strategies. Lyndsay works closely with her consulting team to develop customized financial plans and manage comprehensive insurance needs. She holds both the Financial Paraplanner Qualified Professional® (FPQP®) and Certified Estate and Trust Specialist™ (CES) designations, reflecting her commitment to thoughtful, personalized planning.

She earned dual bachelor’s degrees in Communications and Piano Performance from Grand Canyon University, followed by a Master of Music in Piano Accompanying and Chamber Music from Northern Arizona University. Her early career as an elementary music teacher helped her develop strong communication and organizational skills, which she now brings to her work with clients and colleagues.

Outside of work, Lyndsay enjoys waterskiing on the lake with her family and spending time with friends in Phoenix and Southern California.

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Justin Simmons, CFP®

Sr. Wealth Advisor

Justin Simmons, CFP®

Sr. Wealth Advisor

In 2025, Justin joined Centura Wealth Advisory through the integration with Davies Financial Advisors, where he began his advisory career in 2017. As a Senior Wealth Advisor and Team Lead, Justin supports the development and coordination of comprehensive financial plans, oversees investment research, and plays an integral role alongside clients and the team to develop holistic financial planning solutions. His disciplined and analytical approach contributes to the consistent delivery of thoughtful, high-quality advice across the firm.

With more than 18 years of experience in the financial services industry and a degree from UCLA, Justin brings both expertise and perspective to his work. He is a veteran of the United States Marine Corps and is known for his focus, dedication, and strong sense of purpose, qualities that shape the way he engages with clients and colleagues.

Outside of work, Justin enjoys spending time with his wife and five children. He is active in his local community and can often be found coaching youth sports and staying engaged in his kids’ many activities.

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Zoe Singh, CFP®

Wealth Advisor, Team Lead

Zoe Singh, CFP®

Wealth Advisor, Team Lead

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.

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Samantha Lawrence, CFP®

Wealth Advisor, Team Lead

Samantha Lawrence, CFP®

Wealth Advisor, Team Lead

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.

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Peter Staab

Wealth Advisor, Team Lead

Peter Staab

Wealth Advisor, Team Lead

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.

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Grant Pearson

Associate Advisor, Team Lead

Grant Pearson

Associate Advisor, Team Lead

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.

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Jenny Powell, CPA, CFP®

Sr. Wealth Advisor

Jenny Powell, CPA, CFP®

Sr. Wealth Advisor

Jenny’s affiliation with Centura Wealth Advisory began in 2025, facilitated by its collaboration with Davies Financial Advisors. As a Senior Wealth Advisor, she helps families navigate the complexities of wealth management and financial planning, and collaborates with her team to continually sharpen knowledge and develop new expertise to deliver exemplary service to every client.

Jenny began her career in the tech industry as a software engineer and brings more than 20 years of combined experience in tax and finance, including the past decade as a financial advisor. She has also spent most of the past 20 years heavily engaged in income tax planning and preparation, which finally led her to make it official and become a licensed CPA.

Jenny earned a double major in Management Information Systems and Accounting from California State University, Chico, and was just a few units shy of a minor in flute performance. She later completed a graduate certificate in Financial Planning from Kansas State University and holds the CERTIFIED FINANCIAL PLANNER^® designation.

She and her husband have been married for 25 years, have four wonderful children, and recently added a new son-in-law. Outside of work, Jenny enjoys traveling with her family, watching her kids play sports, and weightlifting.

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Tyler Cole, CFP®

Associate Advisor

Tyler Cole, CFP®

Associate Advisor

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.

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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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Jordan Davis, EA

Paraplanner

Jordan Davis, EA

Paraplanner

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.

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Jacob Shiffrin, CFP®, MSPFP

Paraplanner

Jacob Shiffrin, CFP®, MSPFP

Paraplanner

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.

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Andrew Drennan

Paraplanner

Andrew Drennan

Paraplanner

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.

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Ben Weinberg, FPQP®

Paraplanner

Ben Weinberg, FPQP®

Paraplanner

Ben officially joined Centura Wealth Advisory in 2025 through its strategic partnership with Davies Financial Advisors, where he began his career in 2022. As a Paraplanner, Ben supports the advisory team with financial analysis, modeling, and day-to-day planning coordination. He developed his client relationship skills through his work at Compass Real Estate, where he helped manage business operations and coordinate open houses—experience that built his foundation in service, organization, and communication.

Ben earned a Bachelor of Arts in Business Administration from Pepperdine University, where he played Division I volleyball for four years and served as team captain in 2021 and 2022. He has a strong interest in using data analytics to solve complex problems and create clarity for clients.

Outside of work, Ben enjoys spending time in nature, playing volleyball and pickleball, working out, and spending time with friends.

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Victoria Gibbs, CFP®, E.A.

Paraplanner

Victoria Gibbs, CFP®, E.A.

Paraplanner

Victoria expanded her professional role within Centura Wealth Advisory in 2025 through a new partnership with Davies Financial Advisors, continuing her work as a Paraplanner. She brings a strong attention to detail and a deep sense of care to her role, helping clients feel truly heard and supported while navigating complex financial decisions. Victoria plays an integral part in the planning process, ensuring every recommendation is thoughtful, precise, and aligned with each client’s goals.

She earned a Bachelor of Science in Personal Financial Planning from Texas Tech University and has served as a paraplanner at respected firms prior to joining Centura. Victoria holds the CERTIFIED FINANCIAL PLANNER^®  designation, reflecting her commitment to professional excellence and high standards of client service.

Outside of work, Victoria enjoys reading, working out, traveling, and spending time with her family and her beloved pets.

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Lori Stringham

Senior Manager, Insurance

Lori Stringham

Senior Manager, Insurance

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.

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Amanda Wetherington

Life Case Manager

Amanda Wetherington

Life Case Manager

In 2025, Amanda was welcomed to Centura Wealth Advisory through its cooperative venture with Davies Financial Advisors, where she began in 2023. As Senior Life Insurance Case Manager, Amanda brings over 15 years of experience in the financial and insurance industries. Her background includes roles as an associate financial representative at Northwestern Mutual and a life insurance case manager at CPS Insurance. She offers deep expertise in both life and long term care insurance, paired with a strong commitment to supporting clients with diligence and care.

Amanda is known for her attention to detail and her ability to navigate the complexities of insurance case management while keeping the client experience front and center.

Outside of work, Amanda enjoys spending time with her family at the river or in the desert. She also loves working out, hiking, and attending sporting events.

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Amber Vaccaro

Case Manager

Amber Vaccaro

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 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.

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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.

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Cesar Roman

Alternative Investments Analyst

Cesar Roman

Alternative Investments Analyst

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.

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Anna Ellis

Investment Analyst

Anna Ellis

Investment Analyst

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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Thomas Dentzer

Investment Operations Analyst

Thomas Dentzer

Investment Operations Analyst

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.

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Matt Cayelli

Junior Trader

Matt Cayelli

Junior Trader

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.

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Zachary Wilson

Operations Manager

Zachary Wilson

Operations Manager

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.

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Paul Knezovich

Operations Project Manager

Paul Knezovich

Operations Project Manager

Paul joined Centura Wealth Advisory in January of 2021 with 2 years of experience working in the RIA space. Paul started with us in the client service department and is now our 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.

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Trent Christensen

Salesforce Developer

Trent Christensen

Salesforce Developer

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.

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Jake Steffens

Senior Client Service Representative

Jake Steffens

Senior Client Service Representative

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.

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Cailyn Chang

Strategic Relationships Coordinator

Cailyn Chang

Strategic Relationships Coordinator

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.

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Jennifer Rasmussen, IACCP®

Operations & Compliance Manager

Jennifer Rasmussen, IACCP®

Operations & Compliance Manager

Through Centura Wealth Advisory’s alliance with Davies Financial Advisors, Jennifer came on board in 2025. As Operations and Compliance Manager, she brings extensive experience across all facets of operations and leads Centura’s client service team with a focus on delivering exceptional support. Jennifer is dedicated to ensuring that every client receives thoughtful, timely, and five star service.

She earned her Bachelor of Science in Business Management from Cal State San Marcos and holds a graduate level certificate in the Business of Banking from Pacific Coast Banking School. She also completed an Executive Leadership Certificate from the Foster School of Business at the University of Washington, and most recently became an Investment Advisor Certified Compliance Professional. Jennifer spent 11 years in the community banking industry before transitioning to the insurance field and ultimately discovering her passion in financial planning. She is known for her leadership, team-first mindset, and unwavering commitment to the client experience.

Outside of work, Jennifer enjoys spending time with her family at the river, in the desert, or at one of her favorite places—Disneyland!

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Elizabeth Villegas

Senior Client Services Representative

Elizabeth Villegas

Senior Client Services Representative

Elizabeth joined Centura in January of 2024 as a Senior Client Services Representative.  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.

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Alexis Anderson

Client Service Representative

Alexis Anderson

Client Service Representative

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.

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Ariella Flores

Client Service Representative

Ariella Flores

Client Service Representative

Ariella became part of Centura Wealth Advisory in 2025 through its integration with Davies Financial Advisors. Ariella has a background in brokerage operations, where she worked at a respectable firm in Los Angeles. She thrives in fast paced environments and brings strong problem solving skills, clear communication, and a client first mindset to every interaction.

Her background in operations and commitment to service excellence make her a valuable part of the Centura client experience team.

Outside of work, Ariella enjoys backpacking, working out, traveling, and spending time with her friends and family.

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Lindsay Blair

Client Service Associate

Lindsay Blair

Client Service Associate

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.

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Linh Balteff

Finance Manager

Linh Balteff

Finance Manager

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.

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Ashton Lima

Finance Representative

Ashton Lima

Finance Representative

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.

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Alexa Jauregui

People & Culture Manager

Alexa Jauregui

People & Culture Manager

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.

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Nicole Hubbs

Talent Acquisition Specialist

Nicole Hubbs

Talent Acquisition Specialist

Nicole joined Centura Wealth Advisory in 2024 as a Talent Acquisition Specialist. She is passionate about fostering a supportive culture rooted in empathy and collaboration, and empowering others to succeed.

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 learning how to golf, spending time with friends and family, and investing in personal development.

Nicole’s North Star is to lead with compassion, inspire a growth mindset, and help others unlock their potential.

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Miranda Swartwood

Executive Assistant

Miranda Swartwood

Executive Assistant

Miranda 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.

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