Steve Lahre, CFP®

Senior Vice President - Branch Director, Senior Consulting Group

619-699-7151
Email |

“Many of my clients today are the sons and daughters of people who I’ve advised for decades. I have been involved with their families as they grew up, began their careers and had families of their own. Over time, the lines between family, friend, coworker and client began to blur, and they all became our extended family.”

As a CERTIFIED FINANCIAL PLANNER™ professional, Steve focuses on helping clients plan for retirement and then customizing an investment strategy that supports the plan. He specializes in developing fixed income and asset allocation investment solutions.

Steve and his wife, Jane, have been married for more than 40 years and live in Scripps Ranch. Their son, Josh, is married with three sons and works in finance in New York City, and their daughter, Jessica, is married and works as a pediatric orthopedic surgeon. In his spare time, Steve enjoys travel, golf, and wine. He is committed to giving back to his community, and in 2010 he 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.

Steve graduated from DePauw University with a B.A. in economics and then joined the Peace Corps as a math teacher in Ghana. 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 the branch director of RBC Wealth Management’s San Diego office.

Jeff Fink

Senior Vice President - Financial Advisor, Consulting Group

619-699-7120
Email |

“My father was an investment professional, and I understood from an early age that the real value of his profession was being kind to people and hearing them say, ‘Thank you for taking care of our family.’ Today, I define family as people who I get to help. Helping my extended family of clients and looking out for their best interests is my primary value.”

Jeff’s more than 35 years of experience in the financial services industry offers a long-term perspective of the markets, and gives him an appreciation for the longevity of his clients’ family and generational relationships. This perspective enables him to empower clients to maintain their investment strategies amid the distractions of short-term market noise and remain focused on their life goals and financial objectives.

A native of San Diego, Jeff graduated from the University of Colorado with a B.S. in business and returned home 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. Jeff joined the Los Angeles Times as the training and development manager, where he assisted executives and supervisors in building their careers and improving the organization. He once again 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, enjoy traveling, golfing and spending time with family. They are actively involved in supporting Autism Speaks and the San Diego Zoo.

Brian Neault, AWM

First Vice President - Financial Advisor, Senior Consulting Group

619-699-7125
Email |

“Shared memories are very important to my concept of family. I’ve known my colleague Steve Lahre since childhood, and we enjoy remembering family gatherings from decades ago. Now, as I share experiences with my clients as their financial advisor, I feel the same kind of connection and seek to reflect it in how I serve and support them.”

Brian is responsible for portfolio construction, research and wealth planning for the team, with a particular focus on retirement planning. He specializes in creating investment strategies tailored to helping clients achieve their long term goals. Brian is an Accredited Wealth Manager, a professional designation specifically designed for experienced Financial Advisors at RBC Wealth Management.

A San Diego native, Brian earned a B.S. in finance from Santa Clara University, where he played baseball for the Broncos. He continued his education at San Diego State University, completing a master’s degree in financial and tax planning while serving as the assistant varsity baseball coach at Canyon Crest Academy. Brian had a two-year internship with the Pacific Group, which allowed him the opportunity to gain a comprehensive understanding of the team’s clients and investments, and he began working as a financial advisor in 2009.

Outside the office, Brian is an avid golfer and enjoys spending time with his family.

Blake Shores

Financial Advisor

619-699-7161
Email |

“The people who I consider to be my family are those who support me through the peaks and troughs of life, providing guidance and protection. I want to fill this same role for my clients, walking by their side through life’s milestones and offering my advice along the way.”

Blake rounds out the multigenerational aspect of the team with his unique perspective and his ability to identify and connect with younger clients. He assists with the portfolio analysis and wealth planning process.

Blake interned with the Pacific Group during the summers of 2016 and 2017, and he joined the team in 2018 after completing his B.A. in economics and minor in business administration and management from Boston University. He has passed the Series 7 and 66 exams and holds California insurance licenses.

Blake was born and raised in San Diego. He enjoys an active lifestyle playing soccer and golf, snowboarding in the winter and visiting San Miguel de Allende, Mexico, in the summer.

Courtney Allen

Associate Vice President, Senior Financial Associate

619-699-7133

“In my time at the Pacific Group, I have seen how clients become friends and how coworkers become family. I value all of these relationships—they mean we will be here for our clients and for each other through life’s good times and challenges.”

Courtney serves as the team’s business manager, building and maintaining all the operational processes that translate to a seamless client experience.

Courtney started her career in the financial services industry in 2008 at Vanguard. She joined the Pacific Group at Morgan Stanley in 2010 and, soon after, helped the team transition their business to RBC Wealth Management. In 2018, Courtney was recognized by RBC Wealth Management as an Award of Excellence winner for her dedication to clients and the firm.

Born in Alaska, Courtney attended Arizona State University, where she graduated with a B.S. in accounting and served on the executive board of the Pi Beta Phi sorority. She is an avid traveler and aims to visit at least one new country each year. Courtney also enjoys reading, photography and spending time with her friends and family.

Monica Villarreal

Registered Client Associate

619-699-7166

“I come from a Hispanic heritage, which is traditionally very family oriented. I grew up thinking that family just meant your parents, siblings, grandparents and extended relatives, but today I believe you choose who you want to be part of your family. The Pacific Group has shown me how client relationships can become family relationships.”

Monica’s primary focus is providing exceptional customer service, which begins with understanding and anticipating clients’ needs. She believes it is important to have close connections with clients, so they can feel confident that their service requests are being met efficiently.

Monica began her career as a registered representative at BBVA Compass in 2013, and she has passed the Series 7, 63 and 65 licensing exams.

Born and raised in San Diego, Monica spent several years living and going to school in Mexico, and she is fluent in English and Spanish. In her free time, Monica enjoys practicing yoga, hiking, spending time with her family and friends, and traveling with her husband, Juan, and their son, Mateo.

Michelle Colombo

Associate Vice President, Branch Service Manager/Senior Investment Assoc

619-699-7171

“My family inspires me to meet my individual potential. I strive to do the same for my clients by helping them plan for and pursue the goals they believe will bring them satisfaction and fulfillment.”

Michelle focuses on wealth planning and portfolio management to support clients and their families. She brings a passion for learning and exploring the planning process while helping clients discover and achieve their goals. In addition, she recognizes that each client has unique needs and appreciates the opportunity to help them identify and realize meaningful lifestyle, legacy and philanthropic objectives.

With more than 27 years of diverse experience in the financial industry, Michelle got her start in New York working on an institutional equity trading desk. She graduated summa cum laude with a B.S. from Oregon State University, and has passed the Series 7, 63, 9/10 exams and holds her California insurance license.

Michelle belongs to a large, close-knit Italian family, which includes her two adult children, seven siblings, and many nieces and nephews. In her free time, Michelle can often be found spending time with her Boston terriers, Sarena and Maggie, hiking, painting, reading or volunteering her time in the community.

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