Our Vision: We strive to gain a deeper understanding of our clients' needs in order to develop strategic solutions that guide them toward the realization of their goals.
Our Mission: We provide comprehensive financial solutions, emphasizing asset, liability, and wealth transition management for a select group of affluent individuals, business owners, and their families.
Ken oversees the financial planning process for our clients in order to develop strategies towards the attainment of their goals. His focus is on creating cash-flow models, managing client allocations, and is the team’s lending specialist. He graduated from San Diego State with a B.S. in Business Administration. Active in the community, Ken participates in the San Diego Yacht Club Military Appreciation program, and also assists in organizing Operation Holiday Helping Hand, an annual event providing much needed monetary and moral support for families of deployed and wounded military personnel.
AL, AZ, CA, CO, FL, GA, HI, ID, IN, KS, MA, NJ, NM, NV, NY, OR, SC, TX, UT, VA, WA, WI
Brad specializes in wealth transition management including retirement income planning, charitable giving, and income replacement strategies. Brad attended San Diego State University. Brad is very active in his community, supporting many charitable programs that are important to him and his family. He is currently a board member of the Doris Howell Foundation and The Fishman Fund Advisory Board for the Sanford Burnham Prebys Medical Discovery Institute. Brad and his wife, Gigi, have two sons, Alec and Tristen. He enjoys surfing and many other water sports.
AL, AZ, CA, CO, FL, GA, HI, ID, IN, KS, MA, NJ, NM, NV, NY, OR, SC, TX, UT, WA, WI
Laura Jacobs, CFP®
Wealth Management Associate
CERTIFIED FINANCIAL PLANNER™
Laura is responsible for managing the team's operations and is involved with all aspects of maintaining our wealth management practice. Laura graduated from San Diego State University with a Bachelor of Arts degree in economics and a minor in political science. Laura maintains the Certified Financial Planner™ (CFP®) certification and has also earned a certificate from SDSU's Executive Financial Planner Program, which involved a six course program at the graduate level in the core areas of financial planning. Laura holds her Series 7 and 66 securities licenses as well as licenses for life, accident and health insurance and variable annuities. She enjoys spending time with family and friends, especially her husband, John, and new baby daughter.
CA, FL, TX