Steve Lahre, CFP®

Managing Director - Financial Advisor, Senior Consulting Group

619-699-7151
Email |

Sanya Mulhern, CEPA®, CFP®, CRPC®

Senior Vice President - Financial Advisor, Senior Consulting Group

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

Senior Investment Associate

760-772-5459

Monica Villarreal

Senior Registered Client Associate

619-699-7166

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Vice President - Wealth Strategist


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Trust Consultant


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Divisional Retirement Plan Consultant


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Credit Solutions Consultant


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Credit Consultant


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Investment Banking Liaison


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Wealth Planning Associate


Let's start the conversation

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