10001 Maine Ave,
10001 Maine Ave
Lakeside, CA 92040
Phone: (858) 360-7800
Fax: (858) 360-7801
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...
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...
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...
Cory DenHerder was born and raised in San Diego. After graduating from San Diego State University with a degree in Finance, Cory worked for eMoney Advisor, a financial planning software company. There he helped advisors craft...
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...
Chuck DenHerder was born and raised in Bozeman, Montana. In 1989, he and his wife, Stacy, traded majestic mountain views for the warm breezes of the West Coast. San Diego has been home to the DenHerder’s since then - it’s...
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...
Group Benefits Specialist