Meet Our Advisors
As fiduciary* financial advisors, our San Diego-based team is committed to always doing what’s right for you. Though we’re backed by the nationwide support and resources of Lincoln Financial Advisors, our team strives to maintain a personalized approach to financial planning. We get to know you, strive to understand your objectives, then provide you with the services you need to reach your financial goals. Our team is comprised of advisors with diverse backgrounds, many areas of expertise, and decades of experience that we put to work for you. No matter what your vision for the future, our team is committed to helping you make it a reality.
Get to know more about our skilled and knowledgeable team of financial advisors in the profile links below.
Investment Advisor Representative
Emeritus / Retired
* To the extent that we are providing you with investment advisory services, including either financial planning services or ongoing investment advice as part of an LFA investment advisory program (i.e., fee-based managed account) pursuant to a written agreement and related disclosures that describes this investment advisory relationship, we are acting in a fiduciary capacity related to those services under the federal securities laws, in particular the Investment Advisers Act of 1940.