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.
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.
Internal Investment Coordinator
Erica has 11 years of industry experience. In her position, Erica works alongside the Wealth Advisors in managing client portfolios.
She holds a Master’s Degree in Financial Planning and Taxation from San Diego State University. Erica also has an Executive Financial Planning Certificate and is a licensed Notary Public for clients. She holds the FINRA Series 7, Series 66, Series 6, Series 63, and Series 26 Securities Licenses through LPL Financial, as well as a California State Insurance License for Life, Health, Disability, and Long-Term Care.
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.