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San Diego Team

Together We Do More for You

When we're not out soaking in San Diego's beautiful sun and beaches, or out enjoying each other's company with a glass of wine, we're a cohesive unit working together to deliver you the best client experience possible! A fun-loving group of six dedicated advisors, all with different strengths and experiences, our San Diego team strives to deliver long-lasting positive impacts in our clients' lives. Teamwork is at the heart of everything we do. You have more than just one advisor – you have a collaborative team designed to serve your unique needs. The distinctive abilities and qualities of each team member are the key to giving you the best guidance, coaching you towards your real life goals.

Meet Your Financial Team

windus fernandez brinkkord

WINDUS FERNANDEZ BRINKKORD, AIF®

VICE PRESIDENT OF WEALTH MANAGEMENT
gary sussman

GARY SUSSMAN, CFP®

VICE PRESIDENT OF WEALTH MANAGEMENT
eric johnson

ERIC JOHNSON, AIF®

WEALTH ADVISOR
daniel javier

DANIEL JAVIER

WEALTH ADVISOR
noah santo domingo

NOAH SANTO DOMINGO

WEALTH ADVISOR
gunner oury

GUNNER OURY

WEALTH ADVISOR

Contact Us

12520 High Bluff Dr. #140 San Diego, CA 92130 | Office: (858) 755-6696

Call Us To Get Started. (844) 356-4934