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Get Started on Your Financial Life Plan Today
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.
- Wealth & Asset Management
- Life Insurance
- 401(k) & Retirement Planning
- Saving for College
- Social Security
Meet Your Financial Team
WINDUS FERNANDEZ BRINKKORD, AIF®
SENIOR VICE PRESIDENT OF WEALTH MANAGEMENT
- Wealth Management
- Risk Management
- Generational Planning
- 401(k) & Retirement Planning
- Investment Planning Strategies
GARY SUSSMAN, CFP®
VICE PRESIDENT OF WEALTH MANAGEMENT
- Wealth Management
- Tax Strategies & Management
- Generational Planning
- Retirement Planning
- Life Insurance
ERIC JOHNSON, AIF®
WEALTH ADVISOR
- Business Owners Planning
- Life Transition Strategies
- Tax Planning Strategies
- 401(k) & Retirement Planning
- Estate Planning Strategies
GUNNER OURY
WEALTH ADVISOR
- Risk Management
- Wealth Management
- Retirement Planning
- Investment Planning Strategies
- Education Planning
NICHOLAS KLUGH
WEALTH MANAGEMENT ASSISTANT
- Risk Management
- Tax Strategies & Management
- Asset Management
*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL.