Broker Check

East San Diego County Office

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10001 Maine Ave

Lakeside, CA 92040

Phone: (858) 360-7800

Fax: (858) 360-7801

Lakeside Office

Michael S. Wynns, ChFC®, AIF®

Financial Planner / President


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...

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Daniel Gomes, MBA, CFP®

Financial Planner


CA Insurance License #0I08175 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...

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Phillip Jones, CFP®, AIF®

Retirement Plan Solutions Specialist


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...

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Scott Clements

Financial Advisor/Marketing Manager


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...

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Jelveh Pedraza

Financial Advisor


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...

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Jay Candelario, CHRS

Group Benefits Specialist


Jay has been serving clients in the insurance industry since 2005. He specializes in reducing the cost of medical insurance for small businesses through low-risk, level funding strategies. These types of medical plans provide the...
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