Experience

With more than 30 years in the financial services industry, Michael utilizes a top-tier combination of investment acumen and long-term strategic perspective to construct comprehensive wealth planning solutions for clients. A graduate of Upsala College in East Orange, New Jersey, Michael resides in Del Mar, California, and has been married to his wife Diane for over 30 years, raising two children. He is an active member in a local charity, the San Diego Nice Guys and is a member of the Corporate Directors Forum. Michael enjoys his two grandchildren, running and beach life.

A Senior Partner in the DelVecchio group, Lori has been implementing financial planning strategies for clients for more than 25 years. With extensive experience in retirement, estate, and education planning, Lori takes the lead in sustaining the team’s integrated approach to client relationships. A graduate of San Diego State University with a business degree in Finance, Lori maintains an active and deep commitment to the community as a member of the Estate and Trust Committee for Rady Children's Hospital and the Friends of Downtown. Lori resides in Bay Park and is passionate about running, hiking, traveling, and family.

Veronica enhances the client experience by assisting with Banking & Lending solutions and by responding to a full range of client service inquiries for The DelVecchio Group. Beginning at Smith Barney, her experience in the financial services industry spans over 15 years and with The DelVecchio Group for most of that time. She is a graduate of the University of California, San Diego; a native of San Diego where she currently resides. In her free time, she enjoys hiking, cooking, traveling and spending time with her family.

Ryan is a Financial Advisor with the DelVecchio Group at UBS . He is a graduate from St John's University with his MBA in Finance. In addition to his formal education, he was a member of the Marine Corp Reserves for six years. As part of his experience as a Marine Ryan took a special six-month assignment to the Republic Georgia where he trained Georgian Troops on highly specialized surveillance and telecommunications equipment. As the newest member of the DelVecchio Group Ryan is responsible for; coordinating financial planning along with portfolio management, research and general client servicing. He lives in Encinitas, California where in his free time he enjoys going for walks with his dog and taking him to the dog park.