John Folsom

John T. Folsom

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

858-550-5116
Matthew Sweeney

Matthew F. Sweeney, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

858-550-5125
Tanner Carter

Tanner Carter

Associate Vice President - Financial Advisor

858-550-5113
Nomah Cronk

Nomah Cronk

Senior Investment Associate

858-550-5126
Kristin Garnica

Kristin Garnica

Investment Associate

858-550-5129

Meet the Team

  • Experienced stock and bond management
  • Comprehensive wealth planning services
  • Personalized team approach to focus on your finances