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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.

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Meet Your Financial Team

Atenas Martinez, FPQP™

Client Service Associate
Client Management
Advisor Support
Document Preparation & Compliance
Client Education & Communication

Windus Fernandez Brinkkord, AIF®, CEPA

Senior Vice President of Wealth Management
Wealth Management
401(k) & Retirement Planning
Risk Management
Investment Planning Strategies
Generational Planning
gary sussman

Gary Sussman, CFP®

Vice President of Wealth Management
Wealth Management
Retirement Planning
Tax Strategies & Management
Life Insurance
Generational Planning

Eric Johnson, AIF®

Wealth Advisor
Business Owners Planning
401(k) & Retirement Planning
Life Transition Strategies
Estate Planning Strategies
Tax Planning Strategies

Matthew Lyons

Wealth Associate
Tax Strategies & Management
Wealth Management
Education Planning
Retirement Planning
Business Strategies/Services

Clark King

Wealth Management Assistant
Investment Planning Strategies
Risk Management
Real Estate
Paying down Debt
Financial Literacy

Contact Us

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

Get Started on Your Financial Life Plan Today