Clinton Winey MBA, CFA, CFP® - Financial Analyst
Clinton joined the firm as a Financial Analyst in 2000. Mr. Winey is a CFP® certificant, CFA certificant and earned his Bachelor`s degree from Cornell University and his Master`s degree in Business Administration from San Diego State University.
Michael Kinnear MBA, MS, CFP® - Operations Manager
Michael Kinnear joined the firm as Operations Manager in 2002. Mr. Kinnear is a CFP® certificant and a graduate of 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.
Pam Priest – Administration
Pam Priest joined the firm in 1996.