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San Diego Team

Together We Do More for You

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, AIF®

SENIOR VICE PRESIDENT OF WEALTH MANAGEMENT
gary sussman

GARY SUSSMAN, CFP®

VICE PRESIDENT OF WEALTH MANAGEMENT

ERIC JOHNSON, AIF®

WEALTH ADVISOR

MATTHEW LYONS

WEALTH MANAGEMENT ASSISTANT

CLARK KING

WEALTH MANAGEMENT ASSISTANT

ATENAS MARTINEZ

CLIENT SERVICE ASSOCIATE

Contact Us

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

Get Started on Your Financial Life Plan Today