East San Diego County Office

CA Insurance License #0C34996 Michael S. (Mike) Wynns, a partner of the firm, began his career as a successful small business owner. As President and General Manager of a San Diego restaurant from 1989 until 1997, he gained knowledge...

Daniel Gomes is a graduate of the University of Southern California where he earned his MBA. Daniel also has a BS in Business Administration with an emphasis in Financial Services and a Certificate of...

Phil attended San Diego State University and graduated with a Bachelor of Science degree in Business Administration emphasis in Finance. Upon completion of college, he started working for Capital Financial Consultants Group (formerly...

Scott joined the Financial Services industry in 2007 by becoming a Financial Advisor with A.G. Edwards, which later became a part of Wells Fargo Advisors. He earned his Series 7 license, a Series 66 and his Insurance licenses. He also...

Jelveh founded her own wealth management practice after successful careers as Senior Financial Advisor at Merrill Lynch Bank of America and Financial Advisor at Morgan Stanley Smith Barney. Previous experience includes founding a...