

Focus Areas
- Intergenerational Planning
- Estate & Legacy Strategies
- Values and Faith Based Investing
- Professional Athletes
- Healthcare Professionals
- Business Retirement Plans
Focus Areas
- Intergenerational Planning
- Estate & Legacy Strategies
- Values and Faith Based Investing
- Professional Athletes
- Healthcare Professionals
- Business Retirement Plans
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Community Outreach
- Traveling
- Walking
- Golfing
- Pets
Team Members
Sue MaackSr. Branch Office Administrator
Emily RichardsBranch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 02:00PM |
| Sat | Closed |
| Sun | Closed |
Phone
(619) 435-7712Fax
(888) 815-0873Office Address
963 Orange AveCoronado, CA 92118opens in a new window
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