Member Name Address Contact Info

Ted Lord

Senior Vice President / Wealth Advisor

 

4270 Executive Square
La Jolla, CA 92037

8583398006
E-mail

Bryan Lowe

Private Professional Fiduciary

 

4640 Cass St. #9546
San Diego, CA 92169

6199910123
E-mail

Melissa Lum

Attorney/Shareholder

 

555 W. Beech St., Suite 400
San Diego, CA 92101

619-232-8377
E-mail

Melissa Lum

Attorney

 

555 W. Beech St., Suite 400
San Diego, CA 92101

619-232-8377
E-mail

Kiley Barnhorst MacDonald

SVP, Sr Trust Advisor

 

4747 Executive Drive, Suite 1100
San Diego, CA 92121

858.824.1201
E-mail

Larry Manuel, CFP®, MBA, AEP®

President, Capital Accounts

 

4250 Executive Square, Suite 700
La Jolla, CA 92037

858-550-2811
E-mail

Jenica Martin

Realtor®

 

853 Camino Del Mar, Suite 100
Del Mar, CA 92014

9257871911
E-mail

Esperanza Martinez

Private Wealth Advisor

 

600 W Broadway STE 1225
San Diego, Ca 92101, CA 92101

619-694-8553
E-mail

Kristen McBride, Attorney

Worden Williams

 

4620 Stevens Ave, Suite 102
Solana Beach, CA 92075

(858) 755-6604
E-mail

Jennifer McGibbons, Attorney

Partner

 

12230 El Camino Real
Suite 130
San Diego, CA 92130

(858) 792-1190
E-mail