For over 37 years, John has helped clients address their financial concerns and develop sound strategic strategies by focusing on each individual’s needs. With extensive experience navigating through major shifts in the markets, John has dedicated his career to delivering the personalized investment planning services his clients deserve.
John began his career in 1985 with Paine Webber in San Diego where he developed his fundamental investment knowledge. He joined Prudential Securities (a predecessor of Wells Fargo Advisors) in 1992.
In 2000, John earned his Certified Investment Management Analyst (CIMA®) credentials from the Investment Management Consultants Association (IMCA). From 1988-1992 John was the business reporter for 760 KFMB; a popular AM radio station in San Diego.

John grew up in Monterey, California and graduated from Robert Louis Stevenson in Pebble Beach. During that time, John was an avid swimmer, played water polo and was a member of the sailing team. John’s interest in water sports led him to the California Maritime Academy where he earned his Bachelor of Science degree and his Third Mates license. Upon graduation, John was hired by Tidewater Marine and worked his way though the ranks eventually becoming Captain of the Tidewater vessels.
After meeting his wife Sue, John decided to “Come Ashore” and make a career change. Together they have a son David and a daughter Taylor. John was on the board of directors for the Boys & Girls Club of San Dieguito from 2003 until 2015, “creating a positive place for kids”. In 2009, John began a new endeavor in cycling. For the last eleven years, John has helped to raise money for challenged athletes through the Challenged Athletes Foundation (CAF). John has participated multiple times in the CAF Million Dollar Challenge: a group of 100 cyclists begin their ride in San Francisco California and finish a week later in La Jolla California travelling 620 miles on bike.
CA Insurance License Number: 0A33362. Resident State CA

Kim is well versed in many facets of our day to day client experience, including but not limited to facilitating new accounts, managing the transfer of assets, operationally and administratively maintaining client accounts, investigational inquiries, trading/asset allocation and most importantly, servicing our clients.
Kim helps ensure that each client come away with a sense of comfort knowing they have a reliable and efficient resource working on their behalf.  Armed with 26 years of experience, Kim is Series 7 registered and holds a California Insurance license.

In addition to her unrelenting quest for knowledge and passion for financial independence, Kim enjoys volunteering as a Cuddler in the neonatal intensive care unit at UCSD Medical Center in La Jolla. Kim also volunteers with Wells Fargo Advisors on various community projects.  Kim recently joined her local chapter of the sons and daughters of Pearl Harbor Survivors; hoping to learn more and to preserve our history.
You might like to know that Kim is the owner of a Parrot. A yellow crowned Amazon named Dirtybird. Dirtybird is at present 56 years old and has been handed down within the family. Kim and her husband Jason are self-proclaimed rock-hounds.  You can often find them “Digging for Gemstones” at one of several local Tourmaline mines here in San Diego. 

Kim enjoys playing softball, tennis, skiing, bowling, Pilates, hanging at the beach, camping, dining with friends, gardening and watching football. Kim is an avid Denver Bronco fan.  Kim, her husband Jason and their son Landon live in La Mesa.

CA Insurance License Number: 0G68802. Resident State CA