T Scott Dudley
Scott specializes in providing comprehensive planning incorporating all aspects of one’s professional and personal goals. He focuses on supporting successful businesses, corporate executives, and high net worth individuals to achieve their goals and objectives.
Scott is an Accredited Wealth Management Advisor (AWMA®) through the College for Financial Planning and holds the Accredited Investment Fiduciary (AIF®) designation.
David W Mc Quade
MBA, CLU®, ChFC®, CASL®, RICP®
David specializes in providing strategic, comprehensive advice to help successful attorneys, professionals, and business owners meet their financial goals. He also often collaborates with fellow advisors to best serve clients.
David holds the CHARTERED FINANCIAL CONSULTANT (ChFC®) certification, the Chartered Life Underwriter (CLU®) designation, the Chartered Advisor for Senior Living (CASL®) designation, and the Retired Income Certified Professional (RICP®). He holds a Masters of Business Administration degree from National University.
Kurt specializes in comprehensive planning and provides advise to meet financial goals. He is passionate about client relationships, tackling problems, and collaborating to achieve client goals. He started with Stirling Financial Group in 2021 and brings 4 years of industry experience. Kurt is a Marine and loves connecting and giving back to his military community.
Kurt holds the FINRA Series 7 and Series 66 Securities Licenses through LPL Financial and is currently in the process of obtaining his CFP designation.
Melina has 17 years of industry experience and began working alongside Scott in 2007. In her position, Melina is responsible for the overall management of the practice and works with the team to ensure all client goals are achieved.
She holds the FINRA Series 6 and Series 63 Securities Licenses through LPL Financial, as well as a California State Insurance License for Life, Health, Disability and Long-Term Care. She is also bilingual in Spanish.
Client Services Assistant
Elizabeth has 5 years of industry experience. In her position, Elizabeth services clients and works alongside Dave to ensure all goals are met.
She holds a California State License for Life, Health, and Disability.