Amy Melton

Financial Advisor

619-699-7161

Steve Lahre, CFP®

Managing Director - Financial Advisor, Senior Consulting Group

619-699-7151
Email |
Sanya Mulhern

Sanya Mulhern, CEPA®, CFP®, CRPC®

Senior Vice President - Branch Director, Senior Consulting Group

619-699-7122
Email | | |

Brian Neault, AWM, CFP®

Senior Vice President - Financial Advisor, Senior Consulting Group

619-699-7125
Email |

Courtney Allen

Associate Vice President, Senior Financial Associate

619-699-7133

Courtney Taylor, APP

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

Wealth Strategist


advisor

Trust Consultant


advisor

Credit Solutions Consultant


advisor

Wealth Management Banker


advisor

Corporate & Executive Services


advisor

Wealth Planning Associate


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