Ready to Speak With an Advisor? Call (858) 222-8050

Our Team

Every member of our team is unified around one purpose: to help you attain your goals and secure your future. Our team is dedicated to working collaboratively, both internally as a firm and externally with your family’s advisory team. We like to view ourselves as the next generation of private wealth management, we combine thoughtfulness with excellence, delivering institutional-caliber solutions designed to grow and preserve your wealth.

Cindy Gatlin
Sr. Vice President-Financial Advisor
Dan Goldstein, CFP®
Sr. Vice President-Financial Advisor
Josh Harlan
Director of Investments Research
Alex Harris
Administrative Assistant
Gary Hirschfeld
Director of Administration and CCO
Greg Jankowski, CFP®
Vice President – Financial Advisor
Keith McKenzie
Founding Partner
Darren Reinig
Founding Partner
Margoth Romero, CFP®
Senior Associate
Stephanie Sturhann
Operations Lead