Steve Lahre, CFP®

Senior Vice President - Branch Director, Senior Consulting Group

619-699-7151 | Email |

Having the CERTIFIED FINANCIAL PLANNERTM certification, 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 joined RBC Wealth Management in 2012. He has earned his CERTIFIED FINANCIAL PLANNERTM (CFP®) certification and is focused on wealth management and fixed income strategies for clients of The Pacific Group and has been named as one of San Diego’s best wealth managers. 

Steve and his wife, Jane, have been married for over 30 years and live in Scripps Ranch. Their twin son and daughter are grown and are pursuing their own careers. 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

866-837-0935 | Email |

Coming from a family in which his father was in the investment business for 38 years and adding the 32 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 client relationships. This enables Jeff to help clients minimize 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, where he graduated in 1970 with a Bachelor of Science degree in business and returned to San Diego with the U.S. Navy. He subsequently completed masters’ degrees in human behavior at U.S. International University and business administration at National University. In his capacity as the manager of training and development 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 Voices for Children and the YMCA. Jeff and Kim enjoy traveling and skiing.

Brian Neault, AWM

Vice President - Financial Advisor, Consulting Group

619-699-7125 | Email |

Brian rounds out the generational aspect of the team with his unique perspectives. Using his experience and extensive education, Brian is very involved in the research, individual portfolio construction and wealth planning duties for the team. His presence also provides an appealing viewpoint for younger clients and prospects. 

A native of San Diego, Brian attended Santa Clara University in northern California, where 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. During his master’s program, Brian interned with The Pacific Group and in 2009, after completing his degree, was hired as a financial advisor. Brian focuses on insurance 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 enjoys playing golf and spending time with his family.

Scottie Mills

Senior Vice President - Financial Advisor, Senior Consulting Group

888-909-2130 | Email

Scottie focuses on equity allocation strategies to assist his clients in building their net worth. His experience gives him the perspective necessary to recommend equity portfolios and select equity managers as part of a client’s overall asset allocation strategy. He also recommends and selects alternative investments for his clients’ portfolios including commodities, managed futures, hedge funds and/or private equity. 

Scottie graduated in 1964 from Suffolk University in Boston, Massachusetts, with a Bachelor of Science degree in economics. He spent two tours in Vietnam flying the F-4B Phantom for the U.S. Navy followed by a tour as a Naval Aviation Flight Instructor. Upon completing his military duties in 1969, he began his financial services career at Merrill Lynch in downtown San Diego. After spending a little over 20 years there as a senior vice president, in 1992 he decided to join Morgan Stanley Smith Barney, then became a part of RBC Wealth Management in 2012. Scottie is a graduate of Morgan Stanley Smith Barney’s consulting graduate school and holds the Senior Investment Management Consultant designation, as administered by the Investment Management Consultants Association (IMCA), an independent financial services organization.

Scottie and his wife, Jennifer, reside in downtown San Diego. They actively support organizations such as Mission Valley YMCA, Junior Achievement, the USS Midway Museum, and the Old Globe Theater. They also enjoy traveling.

Courtney Allen

Associate Vice President, Senior Financial Associate

619-699-7133 | Email

Courtney has worked in the financial services industry since 2008, starting her career at Vanguard. Prior to joining RBC Wealth Management, she worked with The Pacific Group at Morgan Stanley. Born in Alaska, Courtney attended Arizona State University in Tempe, was a member of the Pi Beta Phi sorority and graduated with a Bachelor of Science degree in accounting. In her spare time, Courtney enjoys reading, photography and spending time with her family.

Monica Gomez-Lazo

Registered Client Associate

619-699-7166 | Email

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 will be 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, CA. She spent a few years living and going to school in Mexico. Her Hispanic heritage makes her fluent in both English and Spanish. In her free time, Monica enjoys practicing yoga, cooking and spending time with her family and friends. She is soon to be married to her longtime boyfriend Juan and together, they would love to travel to new places as much as possible.

Blake Shores

Financial Advisor

619-699-7161 | Email |