San Diego, CA
Meet Our Advisory Team
*Client Meeting Location – By Appointment Only
This location is intended solely for client convenience and meeting purposes. It is not a staffed office, and no employees are based here. In-person meetings are available by appointment only.
Our San Diego Advisory Team
Managing Directors
Rick Fine, CFP®, RMA®
Partner, Managing Director
Rick Miller, Ph.D., CFP®
Partner, Managing Director
Wealth Advisors
Aimee Plouffe Polley, CFP®
Wealth Advisor
Benjamin Mander
Associate Wealth Advisor
Brandon Garneau
Associate Wealth Advisor
Chris Andrysiak, MBA, CFP®
Senior Wealth Advisor
Edward Samp, CFA®
Senior Strategic Investment Advisor
Frank Napolitano, J.D., CFA®, CFP®
Senior Wealth Advisor
Gyb Spilsbury, CFP®
Wealth Advisor
Josh Trubow, MSFP, CFP®
Senior Wealth Advisor
Laura Williams, CFP®, ChSNC®
Senior Wealth Advisor
Marie St. Clare, CFP®
Wealth Advisor
Olivia Harrison
Associate Wealth Advisor
Client Service and Operations
Chuck Luce, MBA
Operations Manager
Ellen Breau
Client Service Associate
Erica Sibley
Executive Assistant
Liz Killion
Client Service Associate
Marina Cekani
Senior Client Service Associate
Sonja Murphy, MBA
Senior Client Service Associate
Connect With Our Team
We are here to be a partner with you on your personal wealth journey. Please contact one of our San Diego teams if we can be of service.