Rebecca Ludford, CFA, CFP® - Financial Analyst
Rebecca Ludford joined the firm as a Financial Analyst in 2019. Ms. Ludford is a CFA charter holder and CFP® certificant. She is also currently working toward her MBA at the Haas School of Business at the University of California, Berkeley.
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.