San Diego

201 Lomas Santa Fé Dr., Suite 360
Solana Beach, CA 92075
P 858.755.8899
F 858.755.4449

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Conners

Sandra Conners CPA, CFP®, CDFA™
Manager in Wealth Management, Principal

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Hokanson

Neil C. Hokanson CFP®, MBA
Director in Wealth Management, Principal

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Kitchens

Linda K. Kitchens CFP®
Director in Wealth Management, Principal

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Petrie

Mark D. Petrie CFA, CFP®
Director in Investment Advisory, Principal

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Rush

Myles D. Rush CFP®, M.S.
Manager in Wealth Management, Principal

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