Geoff and Family

Geoffrey S. King, Financial Advisor

Geoffrey was raised in Connecticut and lived in Boston for six years prior to relocating to Southern California. Geoffrey and his wife, Catherine, met while studying abroad at the University of Salzburg in Austria. They have now been married for over 20 years and have two daughters, Hannah (22), a recent graduate from the University of Utah and Abby (20), a junior at Arizona State University.  

When Geoffrey is not consulting with clients or volunteering at the numerous local charities he is involved with, his passion for mountain biking and golf occupies his time.

The King family enjoys traveling together and spends at least a week each year with family and friends on the East Coast. Their extended family resides as far as London and as close as Lakewood, CA. Today the Kings live in Rossmoor, CA and they truly enjoy the lifestyle of Southern California.


Brian P. Rossney, Financial Advisor

Brian was raised locally in Rancho Palos Verdes, CA and currently lives in San Pedro. He spends as much of his free time as possible with his fiancee, Martina, a Special Education Teacher and Sociology instructor.

Brian is the former President of the Long Beach Kiwanis Club and former Vice President of the San Pedro Kiwanis Club. When Brian is not consulting with clients or volunteering in the community to help various children's causes for local charities, he enjoys playing golf or taking in the latest new silver screen offering.

Martina and Brian support each other in all of their endeavors and are a formidable team. They enjoy spending time together, looking for their next great travel destination, spending time outdoors and enjoying the Southern California climate. Brian is teaching the teacher to understand college football during UCLA games at the Rose Bowl. Brian's extended family resides as far as the Eastern United States and as close as San Pedro, CA.


Donavan P. Mayes, Financial Consultant

Donavan was born and raised in Southern California. His wife, Maria, works for a human resources consulting firm and they have two children, Daphne (9) and Simon (7). They currently live in Huntington Beach and enjoy spending with with their family.

Donavan enjoys supporting Big Brothers Big Sisters of Orange County and the American Cancer Society. In his spare time he enjoys swimming, bike rides and spending time with his family.


Megan Rodriguez, Senior Registered Client Associate

Megan was raised in Shawnee, Kansas, where she lived until moving to California in late 2005. The only person from her family living in California, she travels to Kansas frequently. Megan was married in September 2010 and currently resides in Huntington Beach, CA with her husband, Robert, daughters Mila (9) and Nellie (7). When not at work, Megan enjoys reading, traveling and cheering on her Kansas Jayhawks.

After serving a term as Treasurer, Megan was elected PTO President for the 2021-23 school year; she is looking forward to volunteering at her daughters' school.


Jennifer Drummond, Senior Client Associate

Jenn was born in Thailand but came to the U.S. when she was two years old. As the oldest and first generation daughter to her parents, Jenn continues to be a role model for her two younger siblings, who are currently attending California State University, Long Beach. During her free time, Jenn enjoys hiking and running and spending quality time with her family and friends.  She married her husband, Ian, in June 2021; together they enjoying biking and traveling.


Sandy B. Hernandez, Financial Consultant

A Texas native, Sandy embraces an active California lifestyle in Hermosa Beach with her husband and their beloved rescue dog, Lincoln. She is an outdoor enthusiast and enjoys snow skiing, hiking, and paddle boarding, and has completed several full marathons. She donates her time to Animal Welfare and Habitat for Humanity through the Financial Planning Association of Los Angeles. She’s also an active community partner with Ready to Succeed LA, providing pro bono financial counselling to current and former foster youth.