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Get Started on Your Financial Life Plan Today

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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

GUNNER OURY

WEALTH ADVISOR

NICHOLAS KLUGH

WEALTH MANAGEMENT ASSISTANT

Contact Us

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

*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL.
Call Us To Get Started. (844) 356-4934