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Advisor Directory

Steven Lewis
Senior Vice President - Financial Advisor
phone858-550-5108
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Christian Reuter, CRPC®
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone858-550-5117
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Anne Fiato
First Vice President - Financial Advisor
Consulting Group
phone858-550-5118
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Lawrence Andrews, AWM, CEPA®, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone858-550-5171
The Andrews Group
phone858-550-5171
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The Folsom-Sweeney Group
phone858-550-5125
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Andrew Grant
First Vice President - Financial Advisor
Consulting Group
phone858-550-5148
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Curran Robertson, CFP®
Financial Advisor
phone858-550-5114
Leo Schad
Vice President - Financial Advisor
phone858-550-5115
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Tanner Carter
Associate Vice President - Financial Advisor
phone858-550-5113
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Nicholas Anger
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone858-550-5133
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Tricia Bothmer
Senior Vice President - Financial Advisor
Consulting Group
phone858-550-5160
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John T Folsom
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone858-550-5116
Brian Blair
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone858-550-5130
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Matthew F Sweeney, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone858-550-5125
Design Wealth Advisors
phone858-550-5144
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James Robinson
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone858-550-5131
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Obtain more information about these financial advisors onFINRA's BrokerCheck websiteopen_in_new
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