Sentinel Wealth Advisory Group

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Advisors

Carl Davis

Financial Advisor

Vice President of Sentinel Wealth Advisory Group
Visit Carl Davis's website

Lee Dover

CFP®

Private Wealth Advisor

Managing Partner of Sentinel Wealth Advisory Group
Visit Lee Dover's website

Vedran Kaluderovic

MS, APMA

Private Wealth Advisor

Managing Partner of Sentinel Wealth Advisory Group
Visit Vedran Kaluderovic's website

Ivan Kan

CFP®, CRPC, APMA

Financial Advisor

Managing Partner of Sentinel Wealth Advisory Group
Visit Ivan Kan's website

Andre Logan

APMA

Financial Advisor

Managing Partner of Sentinel Wealth Advisory Group
Visit Andre Logan's website

Robert A Smotherman

CFP®, CLU®, ChFC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Robert A Smotherman's website

Stephen C Tarin

APMA, CRPC

Financial Advisor

Visit Stephen C Tarin's website

Eric Glade

CFP®, ChFC®, CLTC®, RICP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Eric Glade's website

Brian Colla

JD

Financial Advisor

Visit Brian Colla's website

Bryan Perez

Financial Advisor

Visit Bryan Perez's website

Jennifer Embler

APMA

Financial Advisor

Visit Jennifer Embler's website


Team

Anna Carmona

Anna Carmona

Practice Manager,

Business Development Specialist

Roles & Responsibilities

  • Practice Manager for Sentinel Wealth Advisory Group
  • Office Manager for Sentinel Wealth Advisory Group El Segundo Location
  • Business Development Specialist
  • 20 years in the financial industry
  • Notary Public
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Simonne Pickard

Simonne Pickard

Office Manager,

Client Relationship Manager

Roles & Responsibilities

  • Office Manager for Sentinel Wealth Advisory Group Diamond Bar Location
  • Client Relationship Manager
  • Marketing Specialist
  • 19 years in the financial industry
  • Notary Public
  • AS Degree in Business Administration
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Ida-Jay Giron

Ida-Jay Giron

Practice Manager,

Client Service Manager

Roles & Responsibilities

  • Practice Manager for Sentinel Wealth Advisory Group El Segundo California Street Location
  • Office Manager for Sentinel Wealth Advisory Group El Segundo California Street Location
  • Client Service Manager
  • 30 years in the financial industry
  • Notary Public
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Chris Thompson

Chris Thompson

Financial Planning Specialist

Russ Safin

Russ Safin

Operations Specialist

Iris Lopez

Iris Lopez

Client Service Specialist

Roles & Responsibilities

  • Client Service Specialist for Sentinel Wealth Advisory Group Diamond Bar Location
  • 6 years in the Client Service industry
  • BA Degree in Psychology
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Bulbul Chopra

Bulbul Chopra

Client Service Specialist

Dion Fuentes

Dion Fuentes

Administrative Assistant

Roles & Responsibilities

  • Administrative Assistant for Sentinel Wealth Advisory Group El Segundo Location
  • 4 years in the Client Service industry
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Maria Ioannidou

Maria Ioannidou

Client Service Coordinator

Monika Dover

Monika Dover

Client Concierge