Rebecca Dodge, CFA, CFP® – Financial Analyst
Rebecca Dodge joined the firm as a Financial Analyst in 2019. Mrs. Dodge is a CFA charter holder and CFP® certificant. Rebecca earned her MBA from the University of California, Berkeley – Haas School of Business in 2023.
Michael Kinnear, CFA, CFP® – Financial Advisor
Michael Kinnear joined the firm as a Financial Advisor in 2002. Mr. Kinnear is a CFA charter holder and CFP® certificant. Michael graduated from San Diego State University earning both an MBA and a Master’s degree in Financial & Tax Planning.
Jennifer Finley – Office Manager
Jennifer Finley joined the firm as our Office Manager in 2015.
Tayler Foster – Administration
Tayler Foster joined the firm in 2024.