Steve Lahre, CFP®

Senior Vice President - Branch Director, Senior Consulting Group

619-699-7151
Email |

Sanya Mulhern, CEPA®, CFP®, CRPC®

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

619-699-7122
Email | | |

Brian Neault, AWM, CFP®

Senior Vice President - Financial Advisor, Senior Consulting Group

619-699-7125
Email |

Jeff Fink

Senior Vice President - Financial Advisor, Senior Consulting Group

619-699-7120
Email |

Courtney Allen

Associate Vice President, Senior Financial Associate

619-699-7133

Courtney Taylor

Investment Associate

760-772-5459

Monica Villarreal

Senior Registered Client Associate

619-699-7166

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