Our advisors

Advisor photo for Kent Thompson

Kent Thompson

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kent Thompson Visit Kent Thompson's website
Advisor photo for Megan Thompson

Megan Thompson

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Megan Thompson Visit Megan Thompson's website


Our team

Juliana M. M. Thompson

Juliana M. M. Thompson

Office Manager

Qualifications

  • B.A., Environmental Biology, University of Montana
View more
Joshua Thompson

Joshua Thompson

Paraplanner

Qualifications

  • B.S., Business Administration with an emphasis in Marketing, Minor in Leadership, Chapman University
  • Series 7

  • Series 66

  • Life, Accident & Health

View more
Sophia Simmons

Sophia Simmons

Client Service Specialist

Qualifications

  • Social & Behavioral Sciences, Grossmont College

View more
Sonia Jose

Sonia Jose

Client Service Specialist

Deborah Holmes

Deborah Holmes

Client Service Coordinator

Qualifications

  • AA Business Administration

View more
Haleigh Teubert

Haleigh Teubert

Client Service Specialist

Qualifications

  • B.S., Communications, Arizona State University

View more