Helping Clients Succeed Financially

Brandon Bernstein, Managing Director - Investments, PIM Portfolio Manager
Brandon is a distinguished Financial Advisor and Portfolio Manager specializing in crafting and executing comprehensive wealth planning strategies for affluent families, individuals, privately held companies, and non-profit organizations. His career journey started at Merrill Lynch and has spanned over two decades, during which he honed his skills after working as an Investment Banker in Public and Real Estate fixed income. Brandon is dedicated to helping his clients achieve their long-term financial goals through personalized wealth planning solutions. He leverages his proficiency in analyzing financial markets, evaluating investment opportunities, and assessing risk to develop tailored strategies that better align with his clients’ objectives. Whether it’s retirement planning, estate planning, tax optimization, or asset allocation, Brandon provides valuable insights and guidance to navigate the complex landscape of wealth management. His holistic approach helps ensure that his clients’ financial affairs are optimized and structured for long-term success. He holds dual BS degrees in Finance and Information Systems from the University of Southern California, a testament to his strong educational foundation. Throughout his career, Brandon’s dedication and expertise have earned him significant recognition, including being named as one of Forbes’ Best-In-State Wealth Advisor accolade for four consecutive years (2020-2023)*. Beyond his financial prowess, Brandon’s commitment to community engagement shines through his leadership roles. He serves as the Chairman of the Board for The Beacon House Association of San Pedro and contributes to the Board of Directors for Heal Los Angeles, showcasing his commitment to making a positive impact beyond the financial realm. Even with his busy schedule, Brandon finds time to pursue his passions. Outside of his professional commitments, he enjoys the thrill of surfing and skiing, and cherishes quality moments spent with his wife, Leah and their two daughters. Brandon’s multifaceted approach to life exemplifies his dedication to excellence in both his professional and personal spheres.
*The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
CA Insurance License Number: 0D24084. Resident State of CA

Leif Quinlan, Vice President - Investments
Leif’s primary focuses for the team are to oversee trading, manager selection due diligence, portfolio construction/asset allocation, and performance tracking. Leif began his career with Merrill Lynch, working exclusively in the Private Banking and Investment Group and the Institutional Consulting Group where he helped to manage more than $3.6 billion. Leif has been with Wells Fargo Advisors since 2016 and now has over 17 years of experience in the industry. In his private life, Leif is a great lover of wine and literature and enjoys snowboarding and marathon running. He is also an Animal Welfare volunteer where he participates in the foster animal program. He and his wife Sandy are the proud parents of their rescue dog Lincoln.
CA Insurance License Number: 0K97605. Resident State of CA

Penney Gagne, Senior Registered Client Associate,
Assistant Vice President - Investments
Penney holds a pivotal role in our organization, primarily focused on client relationship management and account administration. She began her career in the financial services industry in 1992 with Prudential Securities after graduating from the University of Southern Maine. Penney's direct interaction with our clients and in-depth knowledge of their day-to-day needs is instrumental to providing clients with the highest level of personalized service and care. The depth and breadth of her knowledge and experience, along with her unwavering dedication to service, meticulous attention to detail, and positive, approachable demeanor makes her an invaluable asset to our team and the clients she works with. Alongside her partner, Jon, and their beloved dog Archie, Penney resides on Naples Island, Long Beach, where she relishes leisure moments with family and friends, cruising the canals in Alamitos Bay aboard their Duffy boat.
CA Insurance License Number: 0F29504. Resident State of CA

Jeannie Mabry, Private Wealth Financial Advisor
Jeannie’s areas of emphasis within the team are wealth planning, qualified retirement plan servicing, and coordination with our Wells Fargo affiliates to provide clients access to develop solutions in areas such as banking and lending, insurance, philanthropic giving and executive compensation. Jeannie leverages her love for communication and creative problem solving to guide clients through the planning process, which begins with careful listening. Her unwavering work ethic is driven by a deep-seated commitment to helping others. Jeannie has a BS degree in Business Management from the University of Phoenix and began her 18-year financial services career with Merrill Lynch in 2005. She has been with Wells Fargo Advisors since 2012. In her free time, Jeannie enjoys an active outdoor lifestyle, yoga, cooking, and spending time with her partner Chad, and their blended family of five daughters.
CA Insurance License Number: 0I09093. Resident State of CA