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California

We are open in 3 separate locations in California, please determine the location that works best for you:

San Diego

San Diego

11440 West Bernardo Court, Suite 102

San Diego, CA 92127

Phone: 928.344.8000

Fax: 928.344.1213

Mon-Thu: 8:30 AM - 5:00 PM

Fri: 8:30 AM - 4:30 PM

Meet the San Diego Team

Abe Felix

Abe Felix

Client Services Representative

Amy Lee-Simpson

Amy Lee-Simpson

Client Services Representative

Barry Todd

Barry D. Todd, ChFC®, ChFEBC

CEO, Financial Adviser

Ben Williams

Ben Williams

Financial Adviser

Blake Morlet

Blake Morlet

Financial Adviser

Brandon Jackson

Brandon Jackson

Client Services Representative

Chip Stratmann

Chip Stratmann

Financial Adviser

Dawn Hagman

Dawn Hagman

Compliance Internal Auditor

Debbie Carr

Debbie Carr

Executive Assistant

Doyel Price

Doyel Price, Jr.

Vice President of Adviser Acquisitions, Financial Adviser

Fred Brown

Fred Brown

Client Services Representative

Howard Barker

Howard Barker

Financial Advisor

Jerry Garcia

Jerry Garcia

Associate Adviser

Jocelyne Ramirez

Jocelyne Ramirez

Accounting Assistant

Juli Winn

Juli Winn

Lead Processing Specialist

Kym Davis

Kym Davis

President, Chief Compliance Officer, CFO

Leigh Harns

Leigh Harns

Financial Adviser

Lili Morales

Lili Morales

Client Services Representative

Martyna Ryzewska

Martyna Ryzewska

Processing Specialist

Phillip Mills

Phillip Mills, ChFC®, ChFEBC(SM), CLU®

Financial Adviser

Ryan Daniels

Ryan Daniels

Associate Adviser

Sandi Goldhamer

Sandi Goldhamer

Financial Adviser

Sara Parker

Sara Parker

Client Services Representative

Scott Hull

Scott Hull

Director

Tyler Laurel

Tyler Laurel

Director of Operations

Yanelle Martinez

Yanelle Martinez

Processing Specialist

Coronado

Coronado

1033 B Avenue, Suite 105

Coronado, CA 92118

Phone: 619.675.0101

Fax: 928.344.1213

Mon-Fri: By Appointment

Meet the Coronado Team

Abe Felix

Abe Felix

Client Services Representative

Amy Lee-Simpson

Amy Lee-Simpson

Client Services Representative

Barry Todd

Barry D. Todd, ChFC®, ChFEBC

CEO, Financial Adviser

Ben Williams

Ben Williams

Financial Adviser

Blake Morlet

Blake Morlet

Financial Adviser

Brandon Jackson

Brandon Jackson

Client Services Representative

Chip Stratmann

Chip Stratmann

Financial Adviser

Dawn Hagman

Dawn Hagman

Compliance Internal Auditor

Debbie Carr

Debbie Carr

Executive Assistant

Doyel Price

Doyel Price, Jr.

Vice President of Adviser Acquisitions, Financial Adviser

Fred Brown

Fred Brown

Client Services Representative

Howard Barker

Howard Barker

Financial Advisor

Jerry Garcia

Jerry Garcia

Associate Adviser

Jocelyne Ramirez

Jocelyne Ramirez

Accounting Assistant

Juli Winn

Juli Winn

Lead Processing Specialist

Kym Davis

Kym Davis

President, Chief Compliance Officer, CFO

Leigh Harns

Leigh Harns

Financial Adviser

Lili Morales

Lili Morales

Client Services Representative

Martyna Ryzewska

Martyna Ryzewska

Processing Specialist

Phillip Mills

Phillip Mills, ChFC®, ChFEBC(SM), CLU®

Financial Adviser

Ryan Daniels

Ryan Daniels

Associate Adviser

Sandi Goldhamer

Sandi Goldhamer

Financial Adviser

Sara Parker

Sara Parker

Client Services Representative

Scott Hull

Scott Hull

Director

Tyler Laurel

Tyler Laurel

Director of Operations

Yanelle Martinez

Yanelle Martinez

Processing Specialist

Temecula

Temecula

41593 Winchester Rd., Suite 200

Temecula, CA 92590

Phone: 951.375.4579

Fax: 928.344.1213

Mon-Thu: 8:30 AM - 5:00 PM

Fri: 8:30 AM - 4:30 PM

Meet the Temecula Team

Abe Felix

Abe Felix

Client Services Representative

Amy Lee-Simpson

Amy Lee-Simpson

Client Services Representative

Barry Todd

Barry D. Todd, ChFC®, ChFEBC

CEO, Financial Adviser

Ben Williams

Ben Williams

Financial Adviser

Blake Morlet

Blake Morlet

Financial Adviser

Brandon Jackson

Brandon Jackson

Client Services Representative

Chip Stratmann

Chip Stratmann

Financial Adviser

Dawn Hagman

Dawn Hagman

Compliance Internal Auditor

Debbie Carr

Debbie Carr

Executive Assistant

Doyel Price

Doyel Price, Jr.

Vice President of Adviser Acquisitions, Financial Adviser

Fred Brown

Fred Brown

Client Services Representative

Howard Barker

Howard Barker

Financial Advisor

Jerry Garcia

Jerry Garcia

Associate Adviser

Jocelyne Ramirez

Jocelyne Ramirez

Accounting Assistant

Juli Winn

Juli Winn

Lead Processing Specialist

Kym Davis

Kym Davis

President, Chief Compliance Officer, CFO

Leigh Harns

Leigh Harns

Financial Adviser

Lili Morales

Lili Morales

Client Services Representative

Martyna Ryzewska

Martyna Ryzewska

Processing Specialist

Phillip Mills

Phillip Mills, ChFC®, ChFEBC(SM), CLU®

Financial Adviser

Ryan Daniels

Ryan Daniels

Associate Adviser

Sandi Goldhamer

Sandi Goldhamer

Financial Adviser

Sara Parker

Sara Parker

Client Services Representative

Scott Hull

Scott Hull

Director

Tyler Laurel

Tyler Laurel

Director of Operations

Yanelle Martinez

Yanelle Martinez

Processing Specialist

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