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Advisor Directory

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Ross Allford
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone619-699-7131
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Jeff Fink
Senior Vice President - Financial Advisor
Consulting Group
phone619-699-7120
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Christopher Wells
Senior Vice President - Financial Advisor
Consulting Group
phone619-699-7127
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Ryan Souligny
Senior Vice President - Financial Advisor
Consulting Group
phone619-699-7126
Rachel Paulin
Senior Vice President - Financial Advisor
phone619-699-7172
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Steve Lahre, CFP®
Managing Director - Financial Advisor
Senior Consulting Group
phone619-699-7151
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Jim Lynch
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone619-699-7144
David Schrager
Senior Vice President - Financial Advisor
phone619-699-7180
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Sanya Mulhern, CEPA®, CFP®, CRPC®
Senior Vice President - Branch Director
Senior Consulting Group
phone619-699-7122
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Brian Neault, AWM, CFP®
Senior Vice President - Financial Advisor
Senior Consulting Group
phone619-699-7125