As a six-time Emmy-award winning journalist, Mark was trained to study complex subjects and simplify them for any audience or individual to understand.

These talents can be especially important in the complex financial world where clients can be confused by all of the noise they hear in the media.

After working with an advisor during his broadcasting career, Mark saw the important role an advisor can play in a person’s life. So he changed careers in 1999 and became a financial advisor himself.

Since then, Mark has experienced two of the worst bear markets in U.S. history. But, these rapid and painful declines have taught him how to manage risk and emotions. The key is planning and working toward the goals of that investment plan.

Mark's main role in The Walton & Hitt Group of Wells Fargo Advisors is to establish a client's risk profile and time horizon and then help to develop a portfolio to reach those goals.

Mark is also focused on the transfer of wealth among high net worth families. He feels it is very important for parents to plan for their legacy so their children and grandchildren appreciate the wealth they have inherited and develop a strong work ethic to live a fulfilling and productive life.

CA Insurance Lic #0C76200. Resident State CA.

Joris is a native San Diegan who learned the construction business by working with his father in the East County. Later, Joris became a licensed general contractor and started his own company. As a successful builder, he understood the multi-level concepts of engineering concerning structure and form.

In 1994, he took that understanding and applied it to a new craft as a financial advisor helping build portfolios that would hold up through various market cycles.

Joris’ primary role in The Walton & Hitt Group of Wells Fargo Advisors is to create and modify the balanced growth and income portfolios. These portfolios are customized to the client’s risk profile developed through an in depth planning process. These balanced portfolios may employ strategies to help increase income and reduce risk.

Joris says experience is the greatest teacher of all. For almost three decades he has provided institutions and families with objective advice and premiere financial services to help protect, manage, and grow their wealth.

* The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000

CA Insurance Lic #0B54937. Resident State CA.

After graduating from the University of Hartford with a degree in mechanical engineering, Peter joined United Technologies to work on the backpacks for the astronauts and the life support systems for the space shuttle. Years later, he formed his own engineering firm.

In 1995, Peter decided to bring his fine-tuned analytical skills to the financial business as a financial advisor with Smith Barney. With his training in managing risks as an engineer, Peter was naturally attracted to developing strategies designed to hedge risk in a client’s portfolio.

Peter brought those talents to The Walton & Hitt Group of Wells Fargo Advisors in 2015. In his primary role as the manager of our all cap portfolio, his focus is in compounding long term wealth using a customized approach to generating income and reducing risk.

CA Insurance Lic #OK38870. Resident State CA.

Todd began his financial management career as a lieutenant in the Air Force. His first job was to lead the financial services department at Dover Air Force Base in Dover, Delaware. He helped to handle the payroll for over 15,000 Air Force and Department of Defense employees.

After receiving his MBA from Colorado State University and obtaining the rank of captain, he moved to Los Angeles Air Force Base in El Segundo, California where he managed a $208 million budget. Many of these funds were dedicated to supporting military satellite communications that were key to national security.

Todd left the military in 2015 and became a financial advisor with The Walton & Hitt Group of Wells Fargo Advisor.

What he found in the military, rings true in civilian life. If you have the discipline to adhere to a plan, you can accomplish great things in life.

Todd also discovered in the military and now in the financial services business, that an efficient, hard-working team can do so much more than one individual.

His primary role is to provide clients with a customized plan. A plan is essential because it lays out the necessary steps to reach a specific financial goal. A plan may include estate planning strategies, gifting strategies for heirs and charitable organizations, and planning for retirement with the right strategies for taking Social Security and Medicare and preparing for long-term care.*

Todd enjoys planning because it gives him the opportunity to really get to know clients and what they want out of life. He also has to anticipate risk factors down the road. Every person is different, so each client is a puzzle waiting to be solved.      


**Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

CA Insurance Lic# 0K46876. Resident State CA.

As a big sports fan and former baseball player, Bob learned at an early age the value of teamwork.

He grew up in San Diego and graduated from San Diego State in Business Finance. After working for GameIQ, a local technology company, in its sales and marketing department, he joined The Walton & Hitt Group of Wells Fargo Advisors as a registered financial advisor. 

Bob’s primary role with the team is to provide clients and senior portfolio managers with the latest research. He also works closely with clients to make sure they take advantage of the latest technologies on our web-based platforms.

Bob likes that he can wake up every morning knowing that today’s market will most likely be different than yesterday’s, but he also knows that good companies will be properly valued over time. Seeking investment opportunity for clients is his passion.

As a kid, Bob started to learn math with baseball statistics and now his fascination for numbers has translated from sports to business.

For Bob, it feels good to be a part of a team and to play a role in working toward the success of the senior portfolio managers and valued clients.

CA Insurance License # 0L48830. Resident State CA.

Karin always had a sense for adventure. After being born in Munich, Germany and growing up there, she decided to move to the United States and seek a career in the hotel and tourism industry. She thought that would be a great way to see the world. But, then she attended the University of Texas in Dallas and studied finance.

After obtaining her Bachelor of Science Degree in Finance Administration, she decided to go into the brokerage business as a Registered Client Service Associate with Smith Barney in 2006. Six years later, she moved to RBC Wealth Management to help manage a large team of advisors.

Then in 2018, she joined The Walton and Hitt Group of Wells Fargo Advisors in La Jolla. Her primary role as a Senior Registered Client Service Associate is to oversee all operational matters and solve client issues. Karin believes in building strong client relationships so she can anticipate their future needs.

She holds FINRA Series 7 and Series 66 registrations. She is also fluent in German and English and has a basic knowledge of French and Italian.

Nallely Cruzado brings to the Walton & Hitt Group of Wells Fargo Advisors a positive, cheerful attitude that can light up a room. She also brings knowledge and experience. Nallely grew up in San Diego and then attended Long Beach City College before transferring to Cal State Long Beach for degrees in Psychology and Administration of Justice.  

She started as a teller at Wells Fargo Bank in 2013 while going to school and later became a personal banker in 2015. She joined the Walton & Hitt Group in 2019 as a Client Associate in the Wells Fargo Advisors office in La Jolla.

Nallely is bi-lingual in Spanish and English. 

Her primary role on the team is to offer a thoughtful approach to each client’s individual needs and to help work closely with them until any issue is resolved.