John specializes in developing disciplined, long-term strategies tailored to each client’s goal and circumstances. John’s approach emphasizes thoughtful planning, risk management and clear communications.

John began his financial service career in 1985 with Paine Webber and joined Prudential Securities in 1992, a predecessor firm of Wells Fargo Advisors. He holds the Certified Investment Management Analyst (CIMA®) designation. He earned a Bachelor of Science degree from the California Maritime Academy, reflecting his commitment to expertise and professional excellence.

Before finance, John built a successful maritime career, eventually serving as Captain with Tidewater Marine—an experience that shaped his disciplined leadership style. John is deeply involved in his community, having served over a decade on the Boys & Girls Club of San Dieguito board and actively supporting the Challenged Athletes Foundation. John lives in San Diego with his wife, Sue, and enjoys cycling. When he gets the opportunity, he enjoys travel and wine.

CA Insurance License #: 0A33362. Resident State CA

Gina creates and adjusts tailored investment and financial strategies intended to evolve with your lives. Gina helps clients make confident financial decisions by striving to turn complex matters into clear, personalized strategies that align with their goals and priorities.

Gina brings more than 15 years of industry experience, supported by the CFP® and CPWA® designations. Her advanced training through the Yale School of Management and long-term work in comprehensive wealth planning has prepared her to serve high-net-worth individuals and families like yourselves. Gina earned a Bachelors of Science degree in Financial Planning Services from San Diego State University.

Gina is a Southern California native living in San Diego with her husband and two children. She is actively involved with Big Brothers Big Sisters and supporting Females for Football, helping educate young students about financial literacy and providing mentorship. Outside of work, she enjoys traveling, snowboarding, volleyball, yoga and Pilates.

California Insurance License #: 0G82488 Resident State CA

Kim supports clients and advisors by helping to ensure the practice runs smoothly and efficiently from both an operational and service standpoint. From on boarding and account maintenance to proposals and trading, Kim streamlines processes to eliminate complexities — helping to ensure clients feel confident, supported and well cared for at every stage of their relationship.

With nearly 30 years of industry experience, Kim brings deep operational expertise and consistency to her role. Kim holds her Series 7 and Series 66 licenses and California insurance license and has spent her career committed to managing complex client needs with accuracy, responsiveness, and attention to detail.

Kim lives in La Mesa with her husband, Jason, and their son, Landon. Kim is passionate about community service, including NICU volunteering and supporting local initiatives at Wells Fargo Advisors. Outside of work, she enjoys rock-hounding, skiing, softball, Pilates, off-roading, gardening and cheering on the Denver Broncos.

CA Insurance License #: 0G68802. Resident State CA