Steve Lahre, CFP®

Senior Vice President - Branch Director, Senior Consulting Group

619-699-7151
Email |

Jeff Fink

Senior Vice President - Financial Advisor, Consulting Group

619-699-7120
Email |

Brian Neault, AWM

First Vice President - Financial Advisor, Senior Consulting Group

619-699-7125
Email |

Blake Shores

Financial Advisor

619-699-7161
Email |

Courtney Allen

Associate Vice President, Senior Financial Associate

619-699-7133

Monica Villarreal

Registered Client Associate

619-699-7166

Michelle Colombo

Associate Vice President, Branch Service Manager/Senior Investment Assoc

619-699-7171

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