Mary Dean MBA (Finance UCLA), CPA, PFS, CFP®
Managing Partner, Portfolio Manager, Founder
As a college student, my goal was to combine the ethical with the practical. “Fee only” (solely paid by the client) financial planning did not exist at that time. Despite that, it became my career goal.
I enjoy perceiving and analyzing client needs then developing structures to meet as well as continually monitor those needs. That means a close professional relationship with each client where their concerns become my concerns as well.
For fun I enjoy swimming, hiking, or almost any sport. That is when there is time. My teenage daughter keeps me busy!
Marc Roland MBA (Fin. & Tax Planning SDSU) CPA, CFP®
Managing Partner, Portfolio Manager, Chief Compliance Officer
In my former life as an engineer, I enjoyed the analytical aspects of the job, but there was simply no personal contact. I found myself continually helping family, friends, and coworkers with financial and tax issues. I knew what I wanted to do. So, back to school I went.
I truly enjoy working with people to help them determine their goals and helping them get there. I am able to use both my analytical skills and personal skills to make the complex financial world simple. I am one of those people that can honestly say that I love what I do!
When I am not working, I enjoy anything outside where I can spend time with my wife and two boys.
Andrew Russell MBA (Accountancy, CSUS) CFP®
Managing Partner, Portfolio Manager
I began my career in the financial services industry in the late 1990's. I worked for an institutional broker-dealer that supported independent investment advisors. It was there that I learned about a small group of advisors who put there clients best interest ahead of there own. They were held to a fiduciary standard. It was at that moment that I decided I wanted to work as an independent investment advisor providing unbiased conflict-free advice.
Outside of work, I stay busy donating my time and resources to local non-profits. I currently serve on the board of directors and finance committee for the Community Resource Center located in Encinitas, CA.
In my spare time I enjoy biking, walking, golf, and of course spending quality time with my wife and two boys.
Jane Ingalsbe BA with Honors in English California State Northridge; Previously operations manager of a large retail pharmacy/gift boutique in Northridge, CA.
Office Manager since 1998
Being a trustworthy, accurate and accessible source of portfolio information for clients provides me with a sense of accomplishment. It also allows me to interface frequently with clients which brightens my day!
Elizabeth Dyson BA UCSD Economics, MA Chapman University - Curriculum and Instruction
Although the center of my life is my family, a husband and four children, as well as my church, working as a part-time trader expands my intellectual horizons and provides me with the opportunity to plan trades and check that they are completed accurately. I find the enormous amount of energy involved in planning for the future fascinating! Helping the firm as well as the clients is all the more rewarding when I have the opportunity to meet each one of them!
Maria Krasovic BS Business Administration, University of Dayton, Dayton, Oh.; Full time math resource teacher’s aide; Classified Employee of the Year/ Highland Ranch Elementary School in 2007
My life revolves around my family, teaching, and church. Although my previous experience was as a financial analyst for General Dynamics, a government contractor, I enjoy learning about financial planning by working several afternoons at the firm each week. It is satisfying to know that the accuracy that I developed in math is so beneficial and crucial in the trading process.