Your evolving business

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Over the nearly two decades of helping clients manage their wealth, John's core belief is in the power of the human spirit to continuously innovate. This has been a beacon for those around him through good times and bad.

John has built a reputation for seeking out ways to expand his expertise to better serve the needs of his clients. Through this dedication he's earned the Certified Private Wealth Advisor®, Certified Portfolio Manager®, Chartered Retirement Plans Specialist®, and Certified Exit Planning Advisor® designations. All of which are leveraged to provide the highest level of family wealth management, corporate qualified plan advisory, retirement planning, and portfolio construction, and business transition/exit planning.

After graduating from San Diego State University with a B.A. in Liberal Arts and Sciences Journalism, John sought out the fast pace world of Silicon Valley startups. When the company was eventually acquired he returned to SoCal to embark on his mission to advise clients as they journey from success to significance. Today their twins, Jack and Lizzie, keep him active with sporting events, golf, and fitness. Outside of John's labor of love, his passions include faith, reading, and fine wine.

CA Insurance license #0D88538

• Certified Private Wealth Advisor
• Certified Portfolio Manager
• Certified Exit Planning Advisor
• Senior Retirement Plan Consultant

• AR
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• CA
• CO
• FL
• ID
• IL
• MA
• MI
• NC
• NM
• NV
• NY
• OH
• OR
• SC
• SD
• TX
• UT
• VA
• WA
• WI

Before pursuing a career as a financial advisor, Tyler worked in his family's businesses, including residential construction and precision aerospace manufacturing. Through those experiences, he gained firsthand insight into what it takes to build and operate a successful family-owned business. He understands the challenges and opportunities business owners face and has developed a process designed around their unique needs. Tyler approaches every client relationship with an owner's mindset, delivering clear, practical advice and solutions.

Tyler joined UBS in 2019 and works with successful entrepreneurs and business owners, helping them navigate every stage of growth, from building enterprise value to planning for a successful exit. As a Senior Retirement Plan Consultant, he also advises companies on the design, implementation, and ongoing management of corporate retirement plans that benefit both business owners and their employees.

Tyler earned a B.B.A. in Finance from the University of San Diego and holds the Series 7 and Series 66 securities licenses. CA Insurance License #4029184.

Outside of work, Tyler lives in San Diego with his wife, Casey, and their English Cocker Spaniel, Penny. He enjoys staying active and spending time outdoors, particularly golfing and fishing.

• University of San Diego, B.B.A. Finance

• Senior Retirement Plan Consultant

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Dee began her career in the financial services industry in 2004 and has been with UBS since 2007 as a Senior Registered Client Service Associate. She joined The Willis Group in the spring of 2019 and is responsible for the day-to-day operations and administration of the team's book of business. Her primary focus is to provide a first class experience in every situation she encounters with clients. Her favorite part of her role is interacting and getting to know clients and their families and witnessing firsthand the positive impact that the team provides to their over-all financial picture. She considers service to others as a virtue and value she holds dear to her heart and through her dedication, she received the Branch Leader Award in Client Service in 2011 and 2012.

Dee was born in Manila, Philippines and moved to the United States at age two. She was raised in San Diego County in a proud military family, spending her childhood living on Marine Corps Base Camp Pendleton and later in Oceanside, CA where she now currently resides with her husband RJ and young son, Brixton. In her off-time she enjoys interior decorating, reading, cooking, and traveling with her family. She holds both the Series 7 and 66 securities licenses.

CA Insurance license #0K63802

• CA

Grant is a San Diego native and recent graduate of Chapman University, where he earned a degree in Business Administration with an emphasis in Finance. After completing his studies in Orange County, he returned to Rancho Peñasquitos to continue his career in wealth management.

 Grant developed a passion for financial services while working alongside a Financial Advisor at Capstone Partners during college. He has earned the Securities Industry Essentials (SIE), Series 7, Series 66, and California Insurance licenses. In addition, he is pursuing the Certified Financial Planner® designation through The American College of Financial Services, with plans to sit for the CFP® exam in the coming years.

 As a Client Associate with The Willis Group in Rancho Bernardo, Grant is committed to building a strong technical foundation and delivering exceptional client experiences. Outside of work, he enjoys playing basketball, running, fitness, and watching sports.

 CA Insurance License #4480229

• Chapman University, B.B.A. Finance