Experience

Alex earned a B.S. in Business Administration from The Leeds School of Business at The University of Colorado. He has worked in the financial services industry since 2005, starting his career at Morgan Stanley and joining UBS in 2008.  He currently resides with his wife and three children in San Diego, CA and has a passion for the markets, golf, skiing, and spending time with his family.

California Insurance License #0E95573

Dan Stevens is a Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Retirement Planning Counselor (CRPC®) with experience guiding successful families and entrepreneurs through the complexities of growing, protecting, and organizing their wealth.

Drawing on deep technical knowledge and a disciplined planning process, Dan helps clients make confident financial decisions that align with their values and long-term vision. He takes a comprehensive and collaborative approach to wealth management. This process integrates investment strategy, cash flow management, and multigenerational planning into a cohesive roadmap to help achieve lasting success. 

Dan earned his A.B. from Harvard College, where he was a four-year letter winner on the Division I Water Polo Team, and a four-time NCAA All-Academic honoree. He also captained Team USA Water Polo at the 2012 Junior Pan American Games.

A Southern Californian native, Dan enjoys life near the water with his wife, Lauren, and their son, Devin. Outside the office, he can often be found at the beach, on a hike, or spending time with family and friends.

Brian joined the Baldwin Group in 1998 and has constructed client portfolios since 2003.  He has earned several professional designations-Certified Financial Planner™ in 2011, Certified Exit Planning Advisor® in 2018, and most recently, Certified Divorce Financial Analyst® .

Brian loves learning new things.  This curiosity provides the motivation to develop a detailed understanding of client circumstances, goals, and priorities.  To him, the planning process is analogous to receiving an annual physical from one's doctor – its consists of an examination, a diagnosis, and a prescription.

Brian graduated from the University of Missouri in 1991, resides in Encinitas, California, and is a parent to two busy teen-aged children, Rachel and Pierce.  In what free time remains, he enjoys cooking, skiing, off-road motorcycling, and restoring neglected Porsches.

Brian has enjoyed giving back to his community by providing pro-bono financial planning services though the San Diego chapter of the Financial Planning Association.

California Insurance License #0C33858

Katie Tschida joined Prospect Wealth Partners as a Registered Client Service Associate in 2021. She assists clients with operational needs such as banking, wire transfers, securities and cash transfers, and corporate actions. She began her career at Morgan Stanley in 2017, and then worked on the mutual fund trade desk for LPL Financial. Katie has also worked with Wealth Management Magazine in order to research and publish findings for the top-ranked colleges for financial planning. She is Series 7 and Series 66 licensed.

Katie graduated with a bachelor of science degree in Marketing from San Diego State University. She currently resides in La Jolla and spends her time at the beach, reading, and staying active. Above all, Katie enjoys traveling to new places and learning about different cultures. She has been to 24 countries across five continents and is excited to add more to her list.