Steve Lahre, CFP®

Senior Vice President - Branch Director, Senior Consulting Group

619-699-7151
Email |

As a CERTIFIED FINANCIAL PLANNERTM professional, Steve focuses on helping our clients plan for their retirement and then build an investment strategy to implement the plan. His role in the investment strategy is primarily focused on fixed income and asset allocation.

Steve graduated from DePauw University in 1978 with a Bachelor of Arts degree in economics. Shortly after graduating, he joined the Peace Corps as a math teacher in Ghana, Africa. In 1982, Steve was hired by Morgan Stanley Smith Barney in San Diego as a financial advisor and later joined RBC Wealth Management in 2012. Steve is also the branch director of RBC Wealth Management’s San Diego office.

Steve and his wife, Jane, have been married for more than 30 years and live in Scripps Ranch. Their son, Josh, is married with three sons and works in finance in New York City. Their daughter, Jessica, is married and is a pediatric orthopedic surgeon in Texas. In 2010, Steve was a finalist for a national community leadership award for his role as a mentor at the Academy of Finance at San Diego High School. In his spare time, he enjoys travel, sports and playing golf.

Jeff Fink

Senior Vice President - Financial Advisor, Consulting Group

619-699-7120
Email |

Coming from a family where his father was in the investment business for 38 years and then adding the more than 35 years he has been in the business, Jeff brings the perspective of a long-term view of the markets and an appreciation for the longevity of family and generational relationships. This perspective enables him to empower
clients to overcome the distractions of short-term noise and focus on their life and family goals and their supporting financial objectives.

Jeff is a native of San Diego and attended the University of Colorado, from which he graduated in 1970 with a Bachelor of Science degree in business. Returning to San Diego with the U. S. Navy, he subsequently completed Master’s degrees in human behavior from U. S. International University and Business Administration from
National University. In his capacity as the training and development manager at The Los Angeles Times, Jeff assisted executives and supervisors in building their careers and improving the organization. He returned to San Diego in 1983 to join Morgan Stanley Smith Barney before moving to RBC Wealth Management in 2012.


Jeff and his wife, Kim, are involved in supporting Autism Speaks and the San Diego
Zoo. Jeff and Kim enjoy traveling, golfing and spending time with family.

Brian Neault, AWM

First Vice President - Financial Advisor, Senior Consulting Group

619-699-7125
Email |

With his unique start in the business, Brian’s two-year internship with The Pacific Group allowed him the opportunity to for a comprehensive understanding of our clients and investments. Using his experience and extensive education, Brian is very involved in the research, individual portfolio construction and wealth planning
duties for the team.

A native of San Diego, Brian attended Santa Clara University, where in 2007 he completed his Bachelor of Science degree in finance. While earning his degree, Brian also played baseball for the Broncos. After finishing his studies, Brian came back to San Diego to continue his education at San Diego State University, completing his master’s degree in financial and tax planning. After completing his degree, Brian was hired as a financial advisor in 2009. Brian focuses on portfolio construction and retirement planning to help broaden the services provided to clients.

Brian was the assistant varsity baseball coach at Canyon Crest Academy while he was completing his master’s degree. He is an avid golfer and does not travel without his golf clubs. Brian also enjoys spending time with his family.

Courtney Allen

Associate Vice President, Senior Financial Associate

619-699-7133

Courtney oversees all operational tasks for our clients, and serves as the team’s business manager. She was recently recognized by RBC Wealth Management as one of the 2018 Award of Excellence winners for her dedication to clients, as well as the firm.

Courtney has worked in the financial services industry since 2008, starting her career at Vanguard. She moved to California in 2010 to join The Pacific Group at Morgan Stanley, and soon after, helped the team transition their business to RBC Wealth Management. Born in Alaska, Courtney later attended Arizona State University in Tempe, where she served on the executive board of the Pi Beta Phi sorority and graduated with a Bachelor of Science degree in accounting. 
Courtney is an avid traveler and aims to visit at least one new country each year. She also enjoys reading, photography and spending time with her friends and family. 

Monica Villarreal

Registered Client Associate

619-699-7166

Monica’s main focus is providing exceptional customer service and always trying to understand the client’s needs. She understands how important it is to have that connection with clients and making them feel comfortable and confident that their requests and needs are covered. Monica began her career as a registered representative at BBVA Compass in 2013. She has passed the Series 7, 63 and 65 exams. Monica was born and raised in San Diego, California. She spent a few years living and going to school in Mexico. Her Hispanic heritage means she’s fluent in both English and Spanish.

In her free time, Monica enjoys practicing yoga, cooking, spending time with her family and friends and traveling with her husband, Juan.

Blake Shores

Financial Advisor

619-699-7161
Email |

Blake is the newest member of the Pacific Group, joining in 2018, and rounds out the generational aspect of the team with his unique perspectives. His presence also provides an appealing viewpoint for younger clients and prospects. While completing his Bachelor of Arts degree in economics and minor in business administration and management from Boston University, he interned with the team during 2016 and 2017. Blake has passed the Series 7 and 66 exams and holds California insurance licenses.

Blake was born and raised in San Diego and has visited San Miguel de Allende, Mexico, every summer since he was two years old. Blake enjoys an active lifestyle playing soccer, golf and snowboarding in the winter.

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