THE HOYLECOHEN TEAM

Lifelong Advocates for Your Financial Security

The HoyleCohen wealth advisory team consists of dynamic and experienced professionals who strive for excellence in all we do.

Our Mission – To enrich lives through expert, diligent care of your wealth and financial well-being.

Our Expertise – The HoyleCohen team has more than 500 years of combined industry experience, including a host of specialized credentials, licenses and advanced degrees. We’re always learning ‘in order’ to keep ourselves and our clients one step ahead of the ever-evolving world of wealth management.

Our Values – Hard work, integrity, authenticity, innovation and transparency are at the core of who we are.

Our Personal Attributes – Friendly, caring and driven to help you live the life you’ve always wanted. We pride ourselves on the deep relationships we have with our clients and we are inspired by their aspirations.

Meet the HoyleCohen Team

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Mark Delfino MBA

Position: Chief Executive Officer, Chief Compliance Officer, Partner

Mark Delfino is the CEO and partner of HoyleCohen. Mark is not just the man behind the curtain, but also someone that clients have come to know well. He participates in many client meetings and always welcomes clients and friends who visit us here at our office. Mark shares his voice and his time at every opportunity.

Mark holds a Master’s in Business Administration (MBA) from Harvard University. His professional experience includes over twenty years as an operating executive and trusted advisor in the investment, consulting and tech spaces.

Mark has a passion for mentoring entrepreneurs and for promoting personal and social responsibility. Mark enjoys skiing, hiking and music. He and his wife have three daughters and live in Encinitas.

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Mark Delfino MBA

Chief Executive Officer, Chief Compliance Officer, Partner

Mark Delfino is the CEO and partner of HoyleCohen. Mark...

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Elisabeth Cullington CFP®, CDFA

Position: Partner

Elisabeth Cullington is a partner at HoyleCohen and co-founder of the firm’s Women’s Practice. Elisabeth has over twenty five years of experience in the financial industry, and her clients include executives, professionals, business owners and retirees, with a special focus on women in transition.

Elisabeth is a Certified Financial Planner (CFP®) and Certified Divorce Financial Analyst (CDFA). Her professional associations include membership in the Financial Planning Association and the Collaborative Family Law Group of San Diego.

Elisabeth is passionate about supporting women, and gives her time and expertise to the Athena San Diego mentorship program where she helps develop the next generation of women executives and business owners. Elisabeth is also actively involved in San Diego’s Salk Institute for Women.

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Elisabeth Cullington CFP®, CDFA

Partner

Elisabeth Cullington is a partner at HoyleCohen and co-founder of...

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Peter Mueller MBA, CFP®

Position: Partner

Peter Mueller is a partner of HoyleCohen, LLC. Peter oversees portfolio management and client service in the Santa Monica office. He has over 25 years of experience in portfolio design, management, and financial planning.

Peter has a Master’s in Business Administration (MBA) from Pepperdine University. Peter is also a Certified Financial Planner™ (CFP®).

Peter has a passion for helping clients through all financial life stages. In his free time he enjoys outdoor activities with his wife and two sons.

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Peter Mueller MBA, CFP®

Partner

Peter Mueller is a partner of HoyleCohen, LLC. Peter oversees...

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Troy Waters CFP®

Position: Chief Operating Officer, Partner

Troy Waters is a partner and Chief Operating Officer of HoyleCohen. Troy oversees all operational and technological functions of the firm. Since joining HoyleCohen as one of the firm’s original team members, Troy has implemented several generations of systems and technological infrastructure to support HoyleCohen’s commitment to efficiency, transparency and data protection.

Troy has over twenty years of experience in the financial services industry. He also holds the Certified Financial Planner™ (CFP®) professional designation.

Troy enjoys spending his free time outdoors with his family and friends. He looks forward to winter trips to the mountains and summer trips to the family cabin in Bear Lake.

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Troy Waters CFP®

Chief Operating Officer, Partner

Troy Waters is a partner and Chief Operating Officer of...

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Kevin Hoyle CIMA

Position: Founding Partner

Kevin Hoyle is a Founding Partner of HoyleCohen. After helping to grow the firm to where it is today, he now focuses all his time on his longstanding clients and his family since passing the reigns on to the next generation of managing directors. In addition to serving private clients for over thirty years, Kevin has also served as a financial consultant to organizations such as the Scripps Clinic Medical Group and Sharp Rees‐Stealy Medical Group.

Kevin completed the Certified Investment Management Analyst (CIMA) program at The Wharton School of Business at the University of Pennsylvania. In addition, he holds the following insurance licenses: Long Term Care, Life, Accident, Health, and Variable Life. He also holds the following Securities Licenses: 3, 4, 7, 8, 24, 63 and 65.

Dedicated to community service, Kevin has served as Chairman of the Board of Scripps Hospital–Encinitas, Chairman of the Rancho Santa Fe Community Foundation and Treasurer of the Ecke Family YMCA in Encinitas. Kevin also enjoys boating and keeping fit, but on most free days you will find him enjoying golf or time with his family.

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Kevin Hoyle CIMA

Founding Partner

Kevin Hoyle is a Founding Partner of HoyleCohen. After helping...

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Janet Acheatel MBA, CFP®, CDFA®, RICP®

Position: Senior Wealth Advisor

Janet Acheatel is a Senior Wealth Advisor and co-founder of HoyleCohen’s Women’s Practice. Janet brings over thirty years of experience encompassing deep knowledge of financial planning, investment portfolio management and retirement planning to the clients she serves. Janet has a commitment to supporting her clients through all stages of life. She is especially compassionate about advising widowed women. Janet provides value to her clients by delivering tailored strategies for creating secure, sustainable income for their years in retirement.

Janet is a Certified Financial Planner™ (CFP®) and Certified Divorce Financial Analyst (CDFA). Janet also holds the Retirement Income Certified Professional (RICP®) designation.

Janet fulfills her belief in the importance of giving back through her support of non-profit organizations. She is the current Board Chairperson and serves on the Investment Committee for the Jewish Community Foundation of San Diego. She was a board director of Hillel of San Diego from 2012 to 2019, is a founding member and past President of the Professional Association for Investment Communications Resources (PAICR), and served as a board member of the San Diego Chapter of Healthcare Business Women’s Association.

Whenever possible, Janet spends time at her home in Big Sky, Montana, where she loves to hike, golf, ski, and just enjoy being with family and nature.

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Janet Acheatel MBA, CFP®, CDFA®, RICP®

Senior Wealth Advisor

Janet Acheatel is a Senior Wealth Advisor and co-founder of...

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Kathy Bazzocco

Position: Senior Relationship Manager

Kathy is a Senior Relationship Manager at HoyleCohen and has been serving HoyleCohen clients in the Sacramento office alongside Chuck Ebersole for over thirty five years. Her attention to detail, exceptional client management skills and extensive experience combine to make Kathy an invaluable member of the HoyleCohen team.

In her free time, Kathy enjoys cooking and spending time with her husband, their children and grandchildren. Her fondness of Northern California and family has kept Kathy in the region for her entire life, and she looks forward to remaining there upon retirement.

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Kathy Bazzocco

Senior Relationship Manager

Kathy is a Senior Relationship Manager at HoyleCohen and has...

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Lorin Bello

Position: Business Operations Manager

Lorin Bello is HoyleCohen’s Business Operations Manager and is instrumental in the administration of all aspects of the firm’s business functions including accounting, billing and human resources. Her vigorous attention to detail is invaluable as she collaborates with many internal teams in a project management capacity. Lorin’s commitment to processes and efficiency is highlighted through her implementation of business procedures that promote productivity and streamline workflows.

Lorin is a San Diego native who currently resides in San Elijo Hills with her husband Chris and daughter Tru. She has a passion for interior design, enjoys spending summers with family in Coeur d’Alene, Idaho and fills her free time connecting with friends and neighbors in her lively community.

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Lorin Bello

Business Operations Manager

Lorin Bello is HoyleCohen’s Business Operations Manager and is instrumental...

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Bruce Berti

Position: Director of Firm Administration and Finance

Bruce Berti’s role as HoyleCohen’s Director of Firm Administration and Finance involves monthly GAAP financial accounting, firm budgeting and Sarbanes-Oxley compliance. Bruce also oversees the firm’s Human Resources function. Bruce has over ten years of experience performing back office functions in the Registered Investment Advisor space and over twenty years in business administration.

Bruce is the proud dad of one son and four grandchildren who live in his native Massachusetts. Bruce lives in Carlsbad, and in his free time enjoys exercise, golfing and spending as much time at the beach as he can.

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Bruce Berti

Director of Firm Administration and Finance

Bruce Berti’s role as HoyleCohen’s Director of Firm Administration and...

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Brandon Bol MSF, CFP®

Position: Financial Planner, Associate Wealth Advisor

Brandon Bol is a Financial Planner and Associate Wealth Advisor at HoyleCohen. In this role, Brandon works directly with Planners and Senior Wealth Advisors in servicing the existing and prospective clients of the firm. He is involved in all aspects of the firm’s planning process from data collection and plan delivery in client meetings, to working with various software modules to produce planning deliverables. Brandon provides analyses relating to client cash flows, tax and estate planning, investments and stock options, risk management, retirement and education funding.

Brandon also holds a Master’s of Science in Finance (MSF). Brandon recently acquired his Certified Financial Planner™ (CFP®) designation.

In his spare time, Brandon can be found enjoying everything San Diego has to offer, be it playing golf, kayaking in the bay or simply spending time with friends and family.

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Brandon Bol MSF, CFP®

Financial Planner, Associate Wealth Advisor

Brandon Bol is a Financial Planner and Associate Wealth Advisor...

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Alexander Cooke

Position: Relationship Manager

Alex Cooke is a Client Services Specialist at HoyleCohen. Alex coordinates back office operations and assists with various custodian coordination tasks including opening accounts and managing transfers pertaining to funds and securities. Alex has worked with clients of HoyleCohen’s Santa Monica office for nearly ten years.

When not in the office, Alex enjoys watching baseball games and reading.

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Alexander Cooke

Relationship Manager

Alex Cooke is a Client Services Specialist at HoyleCohen. Alex...

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Kevin Costopoulos

Position: Associate Financial Planner

Kevin Costopoulos is a Paraplanner at HoyleCohen. As a Paraplanner, Kevin is directly responsible for supporting Wealth Advisors in servicing the existing and prospective clients of the firm. Kevin works with clients to collect the data needed to build their financial plans, as well as with technology to produce plan deliverables. In addition to preparing the presentation of information for each client meeting, Kevin provides analyses in relation to client cash flows, investment options, asset allocation, and overall risk management.

Born and raised in Manhattan Beach, Kevin is a southern California native who has always had a deep appreciation for the ocean. He loves staying active and experiencing the outdoors. While away from work, Kevin enjoys being able to relax while spending quality time with family and friends.

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Kevin Costopoulos

Associate Financial Planner

Kevin Costopoulos is a Paraplanner at HoyleCohen. As a Paraplanner,...

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Laura Decker

Position: Senior Relationship Manager

Laura Decker is a Senior Relationship Manager at HoyleCohen. Laura has over thirty years of client service and administrative experience. Her responsibilities at HoyleCohen involve working directly with Wealth Advisors in all aspects of the client relationship. Laura also acts as liaison between internal departments and outside custodians to ensure client accounts are established and maintained with the proper attention and accuracy. Laura has a demonstrated dedication to her clients and it shows in all she does.

Born and raised in San Diego, Laura spent twenty years as a military spouse living in the South and on the East Coast but returned to San Diego to be close to her family. She enjoys weight training and is a California state record holding powerlifter! Laura also enjoys spending time with her daughter who lives in Kansas City, MO.

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Laura Decker

Senior Relationship Manager

Laura Decker is a Senior Relationship Manager at HoyleCohen. Laura...

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Vernon Eberly CFP®

Position: Associate Wealth Advisor, Senior Financial Planner

Vernon Eberly serves as an Associate Wealth Advisor and Senior Financial Planner at HoyleCohen. In his role as a Planner, Vernon oversees the day to day functions of the planning department including managing process flow, delivering plans and training associate planners. He also works directly with Senior Wealth Advisors supporting some of their largest client relationships. Vernon’s attention to detail allows him to provide comprehensive analyses for clients in topics ranging from stock options reviews to Roth conversions.

Vernon holds the Certified Financial Planner™ (CFP®) professional designation, and is an active member of the San Diego chapter of the Financial Planning Association (FPA) as well as the FPA’s NextGen community.

As a graduate and advocate of the San Diego State University Personal Financial Planning program, Vernon is dedicated to introducing new planners to the industry through tailored education and training. Vernon’s passion for financial planning extends into his free time as he is constantly consuming industry content through articles, events and financial planning podcasts. When he does take a break from all things planning, Vernon loves to spend time outdoors with his wife Kristen and their young son Weston.

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Vernon Eberly CFP®

Associate Wealth Advisor, Senior Financial Planner

Vernon Eberly serves as an Associate Wealth Advisor and Senior...

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Chuck Ebersole CLU, ChFC, CFP®, CAP®, AEP®

Position: Senior Wealth Advisor, Legacy Coach

Chuck Ebersole is a Senior Wealth Advisor and Legacy Coach at HoyleCohen. With over 40 years in the financial services industry, he is committed to offering comprehensive financial solutions for the complex problems and undiscovered opportunities his clients face. Chuck’s longstanding client relationships have allowed him to work with generations of families in HoyleCohen’s Sacramento office.

Chuck is a Certified Financial Planner™ (CFP®), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC). Chuck also holds the Chartered Advisor in Philanthropy® (CAP®) designation and the Accredited Estate Planner (AEP®) designation. Chuck is a member of the Million Dollar Round Table (MDRT), and a Charter Member of the Legacy Wealth Coach group in which he has served as both a Legacy Wealth Coach and a K2 member of the Legacy Wealth Coach Network of advisors.

Passionate about serving his community, Chuck has served as a past President of the Golden Empire Chapter of the American Heart Association, Sacramento Estate Planning Council and Sacramento Planned Giving Forum. He has also authored five books: The Future of You (2012); It is Not About Your Money, It is About Your Life (2010); Business Owners Retirement Plan Survival Guide (1996); The Value of “Beyond Expectations” Service: creating a career of value (1991); and The Survival Guide for Heirs (1988).

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Chuck Ebersole CLU, ChFC, CFP®, CAP®, AEP®

Senior Wealth Advisor, Legacy Coach

Chuck Ebersole is a Senior Wealth Advisor and Legacy Coach...

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Heather England JD, IACCP®

Position: Director of Client Services & Compliance

Heather serves as HoyleCohen’s Director of Client Services and Compliance. She administers the firm’s compliance program and oversees the Client Services functions of the firm. Both roles see her working closely with the operations department on issues ranging from cybersecurity to process efficiencies. She also routinely works with advisory teams as the firm’s estate and tax planning expert.

Heather received her J.D. from Northeastern University School of Law and is an active member of the Massachusetts Bar. Heather has also received her compliance certification from the National Regulatory Society and holds the Investment Advisor Certified Compliance Professional (IACCP®) designation.

Beyond her work at HC, Heather is passionate about causes that support women and children. She also enjoys traveling and spending time with family on her beloved Cape Cod.

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Heather England JD, IACCP®

Director of Client Services & Compliance

Heather serves as HoyleCohen’s Director of Client Services and Compliance....

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Colleen Gepp CFP®

Position: Senior Wealth Advisor

Colleen Gepp is a Senior Wealth Advisor at HoyleCohen with over thirty years of experience serving clients. She currently advises over 100 individuals, families and corporate clients. Colleen’s greatest strength is in the personal relationships she develops with her financial planning and investment advisory clients. She is passionate about not only helping clients achieve their financial goals, but also upholding and honoring the trust placed in her by her longtime clients and friends.

Colleen holds the Certified Financial Planner™ (CFP®) professional designation and is a registered Investment Advisory Representative (IAR).

Colleen is a fourth generation San Diego native. She enjoys playing golf, dancing, photography, playing music and spending time with her family.

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Colleen Gepp CFP®

Senior Wealth Advisor

Colleen Gepp is a Senior Wealth Advisor at HoyleCohen with...

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Norma Gutierrez

Position: Investment Operations Associate

Norma Gutierrez is an Investment Operations Associate at HoyleCohen. Norma’s role focuses specifically on private investments. She serves as a liaison between advisory teams, custodians and private fund managers on matters including accounts, investment funding and tax reporting to ensure completeness and accuracy in investment and system processing.

Normal is also a Certified Notary Public for the State of California.

Originally from El Paso, Texas, Norma has lived in San Diego for many years and is fluent in English and Spanish. When she is not in the office, Norma enjoys spending time with loved ones, volunteering in the community and being active outdoors.

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Norma Gutierrez

Investment Operations Associate

Norma Gutierrez is an Investment Operations Associate at HoyleCohen. Norma’s...

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Kisa Haag

Position: Client Operations Associate

Kisa Haag is a Client Operations Associate at HoyleCohen. Kisa is primarily responsible for the administration of client accounts in internal and external systems. She also provides operational support for HoyleCohen’s advisory teams and performs trading functions for the firm. Kisa also has a passion for system optimization and works closely with firm technology.

Originally from Seattle, Washington, Kisa recently moved to San Diego to be closer to the beach and all that San Diego has to offer. In her spare time she enjoys trying new coffee shops, getting crafty, traveling, staying active with her friends and boyfriend.

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Kisa Haag

Client Operations Associate

Kisa Haag is a Client Operations Associate at HoyleCohen. Kisa...

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Connie Holmberg

Position: Office Manager

Connie Holmberg is HoyleCohen’s Office Manager. Connie is the face and smile of our San Diego Office and keeps the day to day office happenings in order and running smoothly. She takes care of staff and clients alike with any administrative or hospitality need. Connie prepares client meetings, mailings, and coordinates scheduling. She also oversees ordering of the supplies and resources needed to keep the firm running efficiently and effectively.

Connie is a natural giver and helper and her influence on our office culture is immeasurable. HoyleCohen is tremendously lucky that she is part of our extended family. When she is not in the office, Connie loves spoiling her grandchildren and her brand new great-grandchild!

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Connie Holmberg

Office Manager

Connie Holmberg is HoyleCohen’s Office Manager. Connie is the face...

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Min Jo

Position: Relationship Manager

Min Jo is a Relationship Manager who brings twenty years of experience in the financial industry to HoyleCohen. Min works with Wealth Advisors and clients to ensure all their client service needs are met including assisting with money movement, investment funding, and tax reporting. Min is a lifetime learner who is constantly looking for new ways to better serve her clients and add value to their lives.

In her spare time, Min enjoys spending time with family and friends, exploring and taking in San Diego’s famous natural beauty. She also volunteers her time to fundraisers that help support the homeless and disadvantaged.

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Min Jo

Relationship Manager

Min Jo is a Relationship Manager who brings twenty years...

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Shirley King

Position: Senior Relationship Manager & Associate Financial Planner

Shirley King is a Senior Client Services Specialist at HoyleCohen, working primarily with clients in the Santa Monica office. Shirley assists clients with moving money for investments and disbursement requests, transfer of accounts such as retirement account rollovers, gifting requests and often goes above and beyond to provide service for the client. She also serves as a liaison between clients and custodian and assists on various client projects.

Shirley has nearly fifteen years of experience in the financial services industry and enjoys expanding her industry knowledge and sharing that knowledge with others. Her volunteer experience includes teaching financial literacy classes at Upward Bound House and Women’s Shelters and helping the homeless. She also enjoys traveling, new experiences and spending time with family and friends.

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Shirley King

Senior Relationship Manager & Associate Financial Planner

Shirley King is a Senior Client Services Specialist at HoyleCohen,...

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Jeremy Kovacevich MBA, CFP®

Position: Director of Advisory Services and Business Development, Wealth Advisor

Jeremy Kovacevich, CFP® is the Director of Advisory Services and Business Development and a Wealth Advisor at HoyleCohen. In this role Jeremy oversees the advisory functions of the firm as well as the Financial Planning Department. In an advisory capacity, Jeremy works to facilitate ongoing wealth management services for HoyleCohen clients’. His comprehensive advocacy style compliments the firm’s planning-centric approach to wealth management and allows Jeremy to address his clients financial needs and goals in a holistic way.

Jeremy holds the Certified Financial Planner (CFP®) designation and is an active member of the Financial Planning Association (FPA). Jeremy has served as a past president and Chairman of the Board of the San Diego Chapter of the FPA, and currently serves as a Member at Large.

When Jeremy is not at the office, he enjoys spending time with his wife and daughters, as well as reading, hiking, running and practicing yoga.

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Jeremy Kovacevich MBA, CFP®

Director of Advisory Services and Business Development, Wealth Advisor

Jeremy Kovacevich, CFP® is the Director of Advisory Services and...

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Rachel Littlejohn

Position: Relationship Manager, Business Development and Events Associate

Rachel Littlejohn is a Relationship Manager and Business Development and Events Associate at HoyleCohen. Rachel brings over ten years of client service and administrative experience to her work at the firm. Rachel works with various Wealth Advisors to support the full range of client needs. She acts not only as a first point of contact for clients, but also as a liaison between the different internal departments at HoyleCohen and our outside custodians to ensure all client accounts are maintained and overseen meticulously. Rachel also coordinates the firm’s many events throughout the year and maintains the administration of the firm’s business development reporting.

When she is not in the office, Rachel enjoys spending time with her boyfriend and two spirited daughters, as well as traveling, hiking and reading.

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Rachel Littlejohn

Relationship Manager, Business Development and Events Associate

Rachel Littlejohn is a Relationship Manager and Business Development and...

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Brandon López

Position: Senior Technical Operations Associate

Brandon-Michael López supports HoyleCohen investment and operation’s departments as a Senior Technical Operations Associate. Brandon is responsible for generating/gathering reports essential to the portfolio management process, including allocation review, security performance screens and portfolio performance attribution. He also plays an integral role in firm-wide rebalancing audits and executions and trading.

When he is not volunteering at his church or local high school, Brandon can be found enjoying the great outdoors in San Diego and travelling abroad.

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Brandon López

Senior Technical Operations Associate

Brandon-Michael López supports HoyleCohen investment and operation’s departments as a...

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Robert C. Lopez MSF, CAIA

Position: Associate Portfolio Manager

Robert works as an Associate Portfolio Manager in HoyleCohen Investment Department. Robert is an active member of the firm’s Investment Committee often leading meetings and investment discussions, and plays an integral role in the future growth and development of investment management strategies at the firm. Robert also assists in diligence reviews, core model research and drafting investment related collateral and client communications, as well as maintaining internal records. Robert’s role also sees him working closely with Advisory teams to provide portfolio management recommendations.

Robert holds a Master’s of Science in Finance (MSF) as well as the Chartered Alternative Investment Analyst (CAIA) designation.

Robert and his wife, Lindsey, founded the Lopez Family Scholarship Fund, which provides scholarships to Latino students pursuing an undergraduate or graduate degree in business. Robert is a board member for the UCLA Alumni Network San Diego as Treasurer.

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Robert C. Lopez MSF, CAIA

Associate Portfolio Manager

Robert works as an Associate Portfolio Manager in HoyleCohen Investment...

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Rachel Luken CFP®

Position: Director of Client Experience, Senior Wealth Advisor

Rachel M. Luken is the Director of Client Experience and a Senior Wealth Advisor at HoyleCohen with over twenty-five years of experience in financial services. Rachel’s core work involves advocating for clients on their day‐to‐day planning and investment needs. She adopts a holistic planning approach, ensuring that her clients’ needs are met and goals achieved without overlooking opportunities and challenges along the way. Rachel has a gift for the big picture and she works tirelessly to enhance the service and support of every HoyleCohen client as well as the efficiency and effectiveness of the firm as a whole.

Rachel loves to help others and she makes herself available to clients and peers alike. She actively mentors the younger generation of advisors and advisory teams at the firm and finds great satisfaction in helping others to succeed. Rachel’s roots began in Minnesota where she earned her degree. She also holds the Certified Financial Planner™ (CFP®) designation.

Rachel and Dan, her husband of twenty plus years, own and operate The Rose of Poway, a specialized home for seniors living with Alzheimer’s. When Rachel is not at work she enjoys soccer, scrapbooking and savoring every minute of the fleeting adolescence of her two sons. Family is a priority for Rachel and she fills her free time with family trips and activities with her husband and their boys.

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Rachel Luken CFP®

Director of Client Experience, Senior Wealth Advisor

Rachel M. Luken is the Director of Client Experience and...

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Jackie Nelson

Position: Relationship Manager

Jackie Nelson is a Relationship Manager who brings over twenty years of client service, operational and administrative experience to HoyleCohen. Jackie works with Wealth Advisors and clients to ensure the comprehensive service and support HoyleCohen clients have come to expect. Jackie oversees accounts with care and stands ready to assist with the many details that arise in the course of a HoyleCohen Advisory relationship.

Jackie is originally from Lima, Peru and is a native Spanish speaker. In her spare time, Jackie loves to travel and volunteer in her community. She has lived in San Diego for over thirty years and shares her home with her husband and son.

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Jackie Nelson

Relationship Manager

Jackie Nelson is a Relationship Manager who brings over twenty...

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Jack O’Donnell CFP®

Position: Financial Planner

Jack O’Donnell is a Financial Planner at HoyleCohen. Jack works directly with Planners and Wealth Advisors to fulfil the planning needs of HoyleCohen clients and prospective clients. He is involved in the planning process from beginning to end, and works both with clients directly as well as with planning software to create planning deliverables. Jack is well-versed in analyses relating to client cash flows, tax and estate planning, investments and stock options, risk management, retirement and education funding.

Jack recently acquired his Certified Financial Planner™ (CFP®) designation.

A recent San Diego transplant, Jack is enjoying getting to know his new city. Prior moving out west, Jack has enjoyed traveling, citing his walk down El Camino de Santiago in Spain as a highlight. Jack is also an avid New York sports fan.

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Jack O’Donnell CFP®

Financial Planner

Jack O’Donnell is a Financial Planner at HoyleCohen. Jack works...

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Rita Robbins

Position: Office Manager

Rita Robbins is the Office Manager of HoyleCohen’s Santa Monica office. Rita has been the first person clients see when they visit and the first voice they hear when they call for over thirty years! Rita watches over staff and clients alike, ensuring everyone’s needs are met and that the Santa Monica office runs smoothly. In addition to coordinating public relations activities, receiving phone calls and scheduling client appointments, Rita also keeps the office stocked with needed resources and supplies.

As the longest standing employee in the Santa Monica office, Rita’s warmth and hospitality are woven into the fabric of our office and we would not be who we are without her. In her spare time, Rita enjoys spending time with her children, grandchildren and great grandchildren.

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Rita Robbins

Office Manager

Rita Robbins is the Office Manager of HoyleCohen’s Santa Monica...

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Debbie Sandoval

Position: Senior Relationship Manager

Debbie Sandoval is a Senior Relationship Manager in the Women’s Practice. Debbie has over twenty years of experience serving clients in the financial services industry. In her role on the Women’s Practice, Debbie assists with onboarding clients, administering and managing their accounts, moving money for investments and disbursement requests and managing retirement account required distributions.

Debbie has a passion for serving clients, resolving their questions and fulfilling their requests. For Debbie, there is no client task too large or too small and she takes great pride in her commitment to HoyleCohen and to the clients she works with.

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Debbie Sandoval

Senior Relationship Manager

Debbie Sandoval is a Senior Relationship Manager in the Women’s...

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Ellen B. Sawyer

Position: Senior Relationship Manager

Ellen Sawyer is a Senior Relationship Manager at HoyleCohen. With over thirty years of experience in the financial services industry, Ellen is deeply involved with some of our longest-standing and largest client relationships. A member of the HoyleCohen team since the firm’s founding, Ellen has touched nearly every client who has come through our doors in the last eighteen years.

Ellen is responsible for managing all aspects of her client’s service needs including account and cash management, distribution and investment funding, account administration research and tax reporting support. Ellen also has extensive experience in complex trust administration and multi-generational client relationships. As someone with a gift for developing connections, many of Ellen’s client relationships have grown into treasured friendships throughout her years at HoyleCohen.

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Ellen B. Sawyer

Senior Relationship Manager

Ellen Sawyer is a Senior Relationship Manager at HoyleCohen. With...

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Margaret Shin CFP®

Position: Senior Financial Planner

Margaret Shin is a Senior Financial Planner at HoyleCohen. She serves as a liaison for our clients, providing them with support for tax preparation and any portfolio questions. She also prepares financial statements, reviews assets, liabilities, annual income estimates and lifestyle budgeting.

Margaret has nearly twenty-five years of experience in financial and retirement planning, and holds the Certified Financial Planner (CFP®) designation.

In her spare time, Margaret enjoys exploring different cultures. She also loves spending time with her grown children and shares the love of traveling with her husband. Margaret is proficient in Chinese and speaks both Cantonese and Mandarin.

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Margaret Shin CFP®

Senior Financial Planner

Margaret Shin is a Senior Financial Planner at HoyleCohen. She...

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Katherine Siriwan CFP®

Position: Senior Portfolio Manager & Senior Wealth Advisor

Kathy Siriwan is a Wealth Advisor and Senior Portfolio Manager at HoyleCohen. Kathy manages fixed income securities and cash equivalents in individual accounts and designs portfolios primarily for our Santa Monica clients. Kathy also assists clients with 529 plan accounts, other college savings vehicles as well as education loan programs.

In addition to over twenty years of experience in the financial services industry, Kathy also holds the Certified Financial Planner (CFP®) designation.

Kathy is an avid traveler. She has been to over 30 countries and counting. When not exploring the world, Kathy continues to be an active member of the Alumni Association at her alma mater, The University of Southern California. She is also currently a board member of the USC Second Decade Society.

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Katherine Siriwan CFP®

Senior Portfolio Manager & Senior Wealth Advisor

Kathy Siriwan is a Wealth Advisor and Senior Portfolio Manager...

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Kittiwat Sripom CFP®

Position: Portfolio Manager & Trader

Kittiwat Sripom is a Trading and Technology specialist at HoyleCohen, LLC. He assists our portfolio managers in the research and analysis of equities and mutual funds for many of our clients. He is also a primary liaison with the custodial trading desk, and manages technology functions for our Santa Monica office.

Kittiwat also holds the Certified Financial Planner (CFP®) designation.

In his spare time, Kittiwat enjoys traveling, spending time with his wife and playing with his young son and daughter.

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Kittiwat Sripom CFP®

Portfolio Manager & Trader

Kittiwat Sripom is a Trading and Technology specialist at HoyleCohen,...

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Ty Summerlin CFP®

Position: Senior Wealth Advisor

Ty Summerlin is a Senior Wealth Advisor at HoyleCohen. Driven by pure energy, Ty advises sophisticated clients with complex financial needs, including Biotech CEOs, private equity partners, and successful entrepreneurs. Ty has extensive expertise in the interplay between investments, estate and tax planning, including corporate stock option strategies, employee benefit analysis and retirement planning. Taking the view that his relationship with his clients is as unique as they are, Ty focuses on integration of all the moving pieces of their financial puzzle, as well as its thoughtful management and oversight.

Ty has over twenty years of experience in the financial services industry and holds the Certified Financial Planner (CFP®) designation.

Like so many of his clients, Ty shares an entrepreneurial spirit and passion for giving back. A long-time health & fitness buff, he remains an active volunteer with several adaptive sports and wounded veteran organizations.

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Ty Summerlin CFP®

Senior Wealth Advisor

Ty Summerlin is a Senior Wealth Advisor at HoyleCohen. Driven...

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Brooke Warner CFA, CFP®

Position: Wealth Advisor

Brooke Warner is a Wealth Advisor at HoyleCohen and an integral part of the firm’s Women’s Practice. Brooke leverages both her sophisticated technical skills and passion for building relationships in her work with clients. Brooke serves her clients with passion, integrity and experience honed over more than ten years in the wealth management industry.

Brooke has earned a Chartered Financial Analyst (CFA) designation and is a Certified Financial Planner™ (CFP®).

A California native, Brooke was born and raised in San Jose, before relocating south to San Diego after graduating in 2003 where she fell in love with the region’s vibrant nature and outdoorsy lifestyle. In her spare time, Brooke enjoys running half-marathons and sprint-triathlons, trail-hiking and globe-trotting with her husband Paul and young son Logan. She completed the Triple Crown in 2015, and has traveled to over 20 countries around the world. She is an active member of the CFA Society of San Diego and involved with her local church.

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Brooke Warner CFA, CFP®

Wealth Advisor

Brooke Warner is a Wealth Advisor at HoyleCohen and an...

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Vanessa Wieliczko CFA, CAIA, CFP®

Position: Director of Investments

Vanessa is HoyleCohen’s Director of Investments. Vanessa leads the firm’s Investment Committee, helping to define future growth and development of investment management strategies at the firm. Under Vanessa’s leadership, the firm has developed a robust investment platform that offers both traditional investment approaches along with a host of alternative strategies designed to offer substantial but secure income, better downside protection and enhanced opportunity for growth.

Driven in pursuit of excellence, Vanessa holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and Certified Financial Planner™ (CFP®) designations. She has a Bachelor’s Degree in Business Management from Boston University’s School of Management with a concentration in International Finance.

Vanessa is active in the community, serving as President of the CFA Society San Diego, a group of nearly 500 financial professionals. A Virginia native, Vanessa has lived in Boston, London, and New York, and has settled down in San Diego’s Marina District Downtown. Vanessa goes above and beyond, having achieved success professionally and in serving as a mentor, wonderful wife and mother to two young boys.

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Vanessa Wieliczko CFA, CAIA, CFP®

Director of Investments

Vanessa is HoyleCohen’s Director of Investments. Vanessa leads the firm’s...

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Theresa Wolner

Position: Marketing & Business Development Manager

Theresa Wolner is the Marketing and Business Development Manager at HoyleCohen. In this role, Theresa works to support the firm and Advisory Teams in their development and marketing efforts through cultivating business communications, managing outsourced relationships relating to marketing, liaising with event planning and identifying areas of organic and M&A growth.

Theresa has a diverse background in Business Development, Marketing, Operations, and Administration. She has worked in a variety of industries and companies, including financial services, insurance, education, hospitality and turnaround consulting. She holds a degree from San Diego State University in Business Administration/Marketing and a certification in Digital Design from DDI in San Diego.

Currently Theresa lives in San Diego where she enjoys the beach, walking, cooking, reading and exploring. She has mentored young people through the YMCA, Boy Scouts, and Jr. Achievement and loves to learn new things and help people and businesses grow.

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Theresa Wolner

Marketing & Business Development Manager

Theresa Wolner is the Marketing and Business Development Manager at...

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Sue Woodward

Position: Senior Relationship Manager

Sue Woodward is a Senior Relationship Manager at HoyleCohen. Serving several HoyleCohen clients for nearly 30 years, Sue maintains some of the longest and deepest client relationships in the firm. Sue is a vital member of the Advisory team, acting as the first point of contact for all her clients. Her extensive experience and unerring eye for detail underscore Sue’s legendary skill at managing workflow for clients and other members of the team. Sue also has an immeasurable wealth of institutional client knowledge at her fingertips – she can recite from memory children, grandchildren, employers, tax preparers and attorneys for countless clients!

Service is a fundamental part of who Sue is, and it shows in her personal as well as professional life. Within her own community, Sue loves meeting new people and helping whenever she can. Sue and her husband Dan have two grown children, five granddaughters and three great grandchildren. They love to spend their free time traveling and visiting family in Illinois.

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Sue Woodward

Senior Relationship Manager

Sue Woodward is a Senior Relationship Manager at HoyleCohen. Serving...

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Ismar Zildzic

Position: Wealth Advisor

Ismar Zildzic is a Wealth Advisor at HoyleCohen. Serving clients in our Sacramento office, Ismar works closely with Chuck Ebersole in providing support to multiple generations of clients. Ismar performs tax and retirement analyses for clients, as well as reviews client portfolios and makes allocation recommendations. Ismar is inspired by seeing clients who joined the firm years ago transition into retirement with peace of mind and confidence.

In a constant quest to hone and develop his skills, Ismar has acquired the Series 65 certification.

Born and raised in Bosnia, Ismar moved to the United States at the age of 15. Ismar enjoys spending his free time with his wife exploring Lake Tahoe, hiking, and skiing. He has also developed a love for woodworking and often undertakes projects in his garage.

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Ismar Zildzic

Wealth Advisor

Ismar Zildzic is a Wealth Advisor at HoyleCohen. Serving clients...

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Kevin Zuch

Position: Investment Operations Manager

Kevin is the Investment Operations Manager at HoyleCohen. Kevin brings over fifteen years of operational experience to HoyleCohen. Kevin is responsible for oversight of the firm’s trading functions, including the structuring and execution of our investment models. As part of this role, he is involved in system design within our trading software to optimize trading efficiency. Kevin also works closely with his operational counterparts at all of our private funds.

Kevin is an avid NHL fan and can often be found catching a game or skiing during the winter months, while in the summer he enjoys all things automotive. If you happen to frequent local Cars & Coffee events, you are likely to run into him there.

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Kevin Zuch

Investment Operations Manager

Kevin is the Investment Operations Manager at HoyleCohen. Kevin brings...

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Mark Delfino MBA

Position: Chief Executive Officer, Chief Compliance Officer, Partner

Mark Delfino is the CEO and partner of HoyleCohen. Mark is not just the man behind the curtain, but also someone that clients have come to know well. He participates in many client meetings and always welcomes clients and friends who visit us here at our office. Mark shares his voice and his time at every opportunity.

Mark holds a Master’s in Business Administration (MBA) from Harvard University. His professional experience includes over twenty years as an operating executive and trusted advisor in the investment, consulting and tech spaces.

Mark has a passion for mentoring entrepreneurs and for promoting personal and social responsibility. Mark enjoys skiing, hiking and music. He and his wife have three daughters and live in Encinitas.

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Mark Delfino MBA

Chief Executive Officer, Chief Compliance Officer, Partner

Mark Delfino is the CEO and partner of HoyleCohen. Mark...

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Elisabeth Cullington CFP®, CDFA

Position: Partner

Elisabeth Cullington is a partner at HoyleCohen and co-founder of the firm’s Women’s Practice. Elisabeth has over twenty five years of experience in the financial industry, and her clients include executives, professionals, business owners and retirees, with a special focus on women in transition.

Elisabeth is a Certified Financial Planner (CFP®) and Certified Divorce Financial Analyst (CDFA). Her professional associations include membership in the Financial Planning Association and the Collaborative Family Law Group of San Diego.

Elisabeth is passionate about supporting women, and gives her time and expertise to the Athena San Diego mentorship program where she helps develop the next generation of women executives and business owners. Elisabeth is also actively involved in San Diego’s Salk Institute for Women.

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Elisabeth Cullington CFP®, CDFA

Partner

Elisabeth Cullington is a partner at HoyleCohen and co-founder of...

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Troy Waters CFP®

Position: Chief Operating Officer, Partner

Troy Waters is a partner and Chief Operating Officer of HoyleCohen. Troy oversees all operational and technological functions of the firm. Since joining HoyleCohen as one of the firm’s original team members, Troy has implemented several generations of systems and technological infrastructure to support HoyleCohen’s commitment to efficiency, transparency and data protection.

Troy has over twenty years of experience in the financial services industry. He also holds the Certified Financial Planner™ (CFP®) professional designation.

Troy enjoys spending his free time outdoors with his family and friends. He looks forward to winter trips to the mountains and summer trips to the family cabin in Bear Lake.

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Troy Waters CFP®

Chief Operating Officer, Partner

Troy Waters is a partner and Chief Operating Officer of...

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Kevin Hoyle CIMA

Position: Founding Partner

Kevin Hoyle is a Founding Partner of HoyleCohen. After helping to grow the firm to where it is today, he now focuses all his time on his longstanding clients and his family since passing the reigns on to the next generation of managing directors. In addition to serving private clients for over thirty years, Kevin has also served as a financial consultant to organizations such as the Scripps Clinic Medical Group and Sharp Rees‐Stealy Medical Group.

Kevin completed the Certified Investment Management Analyst (CIMA) program at The Wharton School of Business at the University of Pennsylvania. In addition, he holds the following insurance licenses: Long Term Care, Life, Accident, Health, and Variable Life. He also holds the following Securities Licenses: 3, 4, 7, 8, 24, 63 and 65.

Dedicated to community service, Kevin has served as Chairman of the Board of Scripps Hospital–Encinitas, Chairman of the Rancho Santa Fe Community Foundation and Treasurer of the Ecke Family YMCA in Encinitas. Kevin also enjoys boating and keeping fit, but on most free days you will find him enjoying golf or time with his family.

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Kevin Hoyle CIMA

Founding Partner

Kevin Hoyle is a Founding Partner of HoyleCohen. After helping...

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Janet Acheatel MBA, CFP®, CDFA®, RICP®

Position: Senior Wealth Advisor

Janet Acheatel is a Senior Wealth Advisor and co-founder of HoyleCohen’s Women’s Practice. Janet brings over thirty years of experience encompassing deep knowledge of financial planning, investment portfolio management and retirement planning to the clients she serves. Janet has a commitment to supporting her clients through all stages of life. She is especially compassionate about advising widowed women. Janet provides value to her clients by delivering tailored strategies for creating secure, sustainable income for their years in retirement.

Janet is a Certified Financial Planner™ (CFP®) and Certified Divorce Financial Analyst (CDFA). Janet also holds the Retirement Income Certified Professional (RICP®) designation.

Janet fulfills her belief in the importance of giving back through her support of non-profit organizations. She is the current Board Chairperson and serves on the Investment Committee for the Jewish Community Foundation of San Diego. She was a board director of Hillel of San Diego from 2012 to 2019, is a founding member and past President of the Professional Association for Investment Communications Resources (PAICR), and served as a board member of the San Diego Chapter of Healthcare Business Women’s Association.

Whenever possible, Janet spends time at her home in Big Sky, Montana, where she loves to hike, golf, ski, and just enjoy being with family and nature.

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Janet Acheatel MBA, CFP®, CDFA®, RICP®

Senior Wealth Advisor

Janet Acheatel is a Senior Wealth Advisor and co-founder of...

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Lorin Bello

Position: Business Operations Manager

Lorin Bello is HoyleCohen’s Business Operations Manager and is instrumental in the administration of all aspects of the firm’s business functions including accounting, billing and human resources. Her vigorous attention to detail is invaluable as she collaborates with many internal teams in a project management capacity. Lorin’s commitment to processes and efficiency is highlighted through her implementation of business procedures that promote productivity and streamline workflows.

Lorin is a San Diego native who currently resides in San Elijo Hills with her husband Chris and daughter Tru. She has a passion for interior design, enjoys spending summers with family in Coeur d’Alene, Idaho and fills her free time connecting with friends and neighbors in her lively community.

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Lorin Bello

Business Operations Manager

Lorin Bello is HoyleCohen’s Business Operations Manager and is instrumental...

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Bruce Berti

Position: Director of Firm Administration and Finance

Bruce Berti’s role as HoyleCohen’s Director of Firm Administration and Finance involves monthly GAAP financial accounting, firm budgeting and Sarbanes-Oxley compliance. Bruce also oversees the firm’s Human Resources function. Bruce has over ten years of experience performing back office functions in the Registered Investment Advisor space and over twenty years in business administration.

Bruce is the proud dad of one son and four grandchildren who live in his native Massachusetts. Bruce lives in Carlsbad, and in his free time enjoys exercise, golfing and spending as much time at the beach as he can.

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Bruce Berti

Director of Firm Administration and Finance

Bruce Berti’s role as HoyleCohen’s Director of Firm Administration and...

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Brandon Bol MSF, CFP®

Position: Financial Planner, Associate Wealth Advisor

Brandon Bol is a Financial Planner and Associate Wealth Advisor at HoyleCohen. In this role, Brandon works directly with Planners and Senior Wealth Advisors in servicing the existing and prospective clients of the firm. He is involved in all aspects of the firm’s planning process from data collection and plan delivery in client meetings, to working with various software modules to produce planning deliverables. Brandon provides analyses relating to client cash flows, tax and estate planning, investments and stock options, risk management, retirement and education funding.

Brandon also holds a Master’s of Science in Finance (MSF). Brandon recently acquired his Certified Financial Planner™ (CFP®) designation.

In his spare time, Brandon can be found enjoying everything San Diego has to offer, be it playing golf, kayaking in the bay or simply spending time with friends and family.

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Brandon Bol MSF, CFP®

Financial Planner, Associate Wealth Advisor

Brandon Bol is a Financial Planner and Associate Wealth Advisor...

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Laura Decker

Position: Senior Relationship Manager

Laura Decker is a Senior Relationship Manager at HoyleCohen. Laura has over thirty years of client service and administrative experience. Her responsibilities at HoyleCohen involve working directly with Wealth Advisors in all aspects of the client relationship. Laura also acts as liaison between internal departments and outside custodians to ensure client accounts are established and maintained with the proper attention and accuracy. Laura has a demonstrated dedication to her clients and it shows in all she does.

Born and raised in San Diego, Laura spent twenty years as a military spouse living in the South and on the East Coast but returned to San Diego to be close to her family. She enjoys weight training and is a California state record holding powerlifter! Laura also enjoys spending time with her daughter who lives in Kansas City, MO.

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Laura Decker

Senior Relationship Manager

Laura Decker is a Senior Relationship Manager at HoyleCohen. Laura...

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Vernon Eberly CFP®

Position: Associate Wealth Advisor, Senior Financial Planner

Vernon Eberly serves as an Associate Wealth Advisor and Senior Financial Planner at HoyleCohen. In his role as a Planner, Vernon oversees the day to day functions of the planning department including managing process flow, delivering plans and training associate planners. He also works directly with Senior Wealth Advisors supporting some of their largest client relationships. Vernon’s attention to detail allows him to provide comprehensive analyses for clients in topics ranging from stock options reviews to Roth conversions.

Vernon holds the Certified Financial Planner™ (CFP®) professional designation, and is an active member of the San Diego chapter of the Financial Planning Association (FPA) as well as the FPA’s NextGen community.

As a graduate and advocate of the San Diego State University Personal Financial Planning program, Vernon is dedicated to introducing new planners to the industry through tailored education and training. Vernon’s passion for financial planning extends into his free time as he is constantly consuming industry content through articles, events and financial planning podcasts. When he does take a break from all things planning, Vernon loves to spend time outdoors with his wife Kristen and their young son Weston.

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Vernon Eberly CFP®

Associate Wealth Advisor, Senior Financial Planner

Vernon Eberly serves as an Associate Wealth Advisor and Senior...

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Heather England JD, IACCP®

Position: Director of Client Services & Compliance

Heather serves as HoyleCohen’s Director of Client Services and Compliance. She administers the firm’s compliance program and oversees the Client Services functions of the firm. Both roles see her working closely with the operations department on issues ranging from cybersecurity to process efficiencies. She also routinely works with advisory teams as the firm’s estate and tax planning expert.

Heather received her J.D. from Northeastern University School of Law and is an active member of the Massachusetts Bar. Heather has also received her compliance certification from the National Regulatory Society and holds the Investment Advisor Certified Compliance Professional (IACCP®) designation.

Beyond her work at HC, Heather is passionate about causes that support women and children. She also enjoys traveling and spending time with family on her beloved Cape Cod.

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Heather England JD, IACCP®

Director of Client Services & Compliance

Heather serves as HoyleCohen’s Director of Client Services and Compliance....

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Colleen Gepp CFP®

Position: Senior Wealth Advisor

Colleen Gepp is a Senior Wealth Advisor at HoyleCohen with over thirty years of experience serving clients. She currently advises over 100 individuals, families and corporate clients. Colleen’s greatest strength is in the personal relationships she develops with her financial planning and investment advisory clients. She is passionate about not only helping clients achieve their financial goals, but also upholding and honoring the trust placed in her by her longtime clients and friends.

Colleen holds the Certified Financial Planner™ (CFP®) professional designation and is a registered Investment Advisory Representative (IAR).

Colleen is a fourth generation San Diego native. She enjoys playing golf, dancing, photography, playing music and spending time with her family.

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Colleen Gepp CFP®

Senior Wealth Advisor

Colleen Gepp is a Senior Wealth Advisor at HoyleCohen with...

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Norma Gutierrez

Position: Investment Operations Associate

Norma Gutierrez is an Investment Operations Associate at HoyleCohen. Norma’s role focuses specifically on private investments. She serves as a liaison between advisory teams, custodians and private fund managers on matters including accounts, investment funding and tax reporting to ensure completeness and accuracy in investment and system processing.

Normal is also a Certified Notary Public for the State of California.

Originally from El Paso, Texas, Norma has lived in San Diego for many years and is fluent in English and Spanish. When she is not in the office, Norma enjoys spending time with loved ones, volunteering in the community and being active outdoors.

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Norma Gutierrez

Investment Operations Associate

Norma Gutierrez is an Investment Operations Associate at HoyleCohen. Norma’s...

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Kisa Haag

Position: Client Operations Associate

Kisa Haag is a Client Operations Associate at HoyleCohen. Kisa is primarily responsible for the administration of client accounts in internal and external systems. She also provides operational support for HoyleCohen’s advisory teams and performs trading functions for the firm. Kisa also has a passion for system optimization and works closely with firm technology.

Originally from Seattle, Washington, Kisa recently moved to San Diego to be closer to the beach and all that San Diego has to offer. In her spare time she enjoys trying new coffee shops, getting crafty, traveling, staying active with her friends and boyfriend.

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Kisa Haag

Client Operations Associate

Kisa Haag is a Client Operations Associate at HoyleCohen. Kisa...

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Connie Holmberg

Position: Office Manager

Connie Holmberg is HoyleCohen’s Office Manager. Connie is the face and smile of our San Diego Office and keeps the day to day office happenings in order and running smoothly. She takes care of staff and clients alike with any administrative or hospitality need. Connie prepares client meetings, mailings, and coordinates scheduling. She also oversees ordering of the supplies and resources needed to keep the firm running efficiently and effectively.

Connie is a natural giver and helper and her influence on our office culture is immeasurable. HoyleCohen is tremendously lucky that she is part of our extended family. When she is not in the office, Connie loves spoiling her grandchildren and her brand new great-grandchild!

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Connie Holmberg

Office Manager

Connie Holmberg is HoyleCohen’s Office Manager. Connie is the face...

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Min Jo

Position: Relationship Manager

Min Jo is a Relationship Manager who brings twenty years of experience in the financial industry to HoyleCohen. Min works with Wealth Advisors and clients to ensure all their client service needs are met including assisting with money movement, investment funding, and tax reporting. Min is a lifetime learner who is constantly looking for new ways to better serve her clients and add value to their lives.

In her spare time, Min enjoys spending time with family and friends, exploring and taking in San Diego’s famous natural beauty. She also volunteers her time to fundraisers that help support the homeless and disadvantaged.

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Min Jo

Relationship Manager

Min Jo is a Relationship Manager who brings twenty years...

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Jeremy Kovacevich MBA, CFP®

Position: Director of Advisory Services and Business Development, Wealth Advisor

Jeremy Kovacevich, CFP® is the Director of Advisory Services and Business Development and a Wealth Advisor at HoyleCohen. In this role Jeremy oversees the advisory functions of the firm as well as the Financial Planning Department. In an advisory capacity, Jeremy works to facilitate ongoing wealth management services for HoyleCohen clients’. His comprehensive advocacy style compliments the firm’s planning-centric approach to wealth management and allows Jeremy to address his clients financial needs and goals in a holistic way.

Jeremy holds the Certified Financial Planner (CFP®) designation and is an active member of the Financial Planning Association (FPA). Jeremy has served as a past president and Chairman of the Board of the San Diego Chapter of the FPA, and currently serves as a Member at Large.

When Jeremy is not at the office, he enjoys spending time with his wife and daughters, as well as reading, hiking, running and practicing yoga.

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Jeremy Kovacevich MBA, CFP®

Director of Advisory Services and Business Development, Wealth Advisor

Jeremy Kovacevich, CFP® is the Director of Advisory Services and...

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Rachel Littlejohn

Position: Relationship Manager, Business Development and Events Associate

Rachel Littlejohn is a Relationship Manager and Business Development and Events Associate at HoyleCohen. Rachel brings over ten years of client service and administrative experience to her work at the firm. Rachel works with various Wealth Advisors to support the full range of client needs. She acts not only as a first point of contact for clients, but also as a liaison between the different internal departments at HoyleCohen and our outside custodians to ensure all client accounts are maintained and overseen meticulously. Rachel also coordinates the firm’s many events throughout the year and maintains the administration of the firm’s business development reporting.

When she is not in the office, Rachel enjoys spending time with her boyfriend and two spirited daughters, as well as traveling, hiking and reading.

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Rachel Littlejohn

Relationship Manager, Business Development and Events Associate

Rachel Littlejohn is a Relationship Manager and Business Development and...

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Brandon López

Position: Senior Technical Operations Associate

Brandon-Michael López supports HoyleCohen investment and operation’s departments as a Senior Technical Operations Associate. Brandon is responsible for generating/gathering reports essential to the portfolio management process, including allocation review, security performance screens and portfolio performance attribution. He also plays an integral role in firm-wide rebalancing audits and executions and trading.

When he is not volunteering at his church or local high school, Brandon can be found enjoying the great outdoors in San Diego and travelling abroad.

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Brandon López

Senior Technical Operations Associate

Brandon-Michael López supports HoyleCohen investment and operation’s departments as a...

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Robert C. Lopez MSF, CAIA

Position: Associate Portfolio Manager

Robert works as an Associate Portfolio Manager in HoyleCohen Investment Department. Robert is an active member of the firm’s Investment Committee often leading meetings and investment discussions, and plays an integral role in the future growth and development of investment management strategies at the firm. Robert also assists in diligence reviews, core model research and drafting investment related collateral and client communications, as well as maintaining internal records. Robert’s role also sees him working closely with Advisory teams to provide portfolio management recommendations.

Robert holds a Master’s of Science in Finance (MSF) as well as the Chartered Alternative Investment Analyst (CAIA) designation.

Robert and his wife, Lindsey, founded the Lopez Family Scholarship Fund, which provides scholarships to Latino students pursuing an undergraduate or graduate degree in business. Robert is a board member for the UCLA Alumni Network San Diego as Treasurer.

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Robert C. Lopez MSF, CAIA

Associate Portfolio Manager

Robert works as an Associate Portfolio Manager in HoyleCohen Investment...

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Rachel Luken CFP®

Position: Director of Client Experience, Senior Wealth Advisor

Rachel M. Luken is the Director of Client Experience and a Senior Wealth Advisor at HoyleCohen with over twenty-five years of experience in financial services. Rachel’s core work involves advocating for clients on their day‐to‐day planning and investment needs. She adopts a holistic planning approach, ensuring that her clients’ needs are met and goals achieved without overlooking opportunities and challenges along the way. Rachel has a gift for the big picture and she works tirelessly to enhance the service and support of every HoyleCohen client as well as the efficiency and effectiveness of the firm as a whole.

Rachel loves to help others and she makes herself available to clients and peers alike. She actively mentors the younger generation of advisors and advisory teams at the firm and finds great satisfaction in helping others to succeed. Rachel’s roots began in Minnesota where she earned her degree. She also holds the Certified Financial Planner™ (CFP®) designation.

Rachel and Dan, her husband of twenty plus years, own and operate The Rose of Poway, a specialized home for seniors living with Alzheimer’s. When Rachel is not at work she enjoys soccer, scrapbooking and savoring every minute of the fleeting adolescence of her two sons. Family is a priority for Rachel and she fills her free time with family trips and activities with her husband and their boys.

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Rachel Luken CFP®

Director of Client Experience, Senior Wealth Advisor

Rachel M. Luken is the Director of Client Experience and...

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Jackie Nelson

Position: Relationship Manager

Jackie Nelson is a Relationship Manager who brings over twenty years of client service, operational and administrative experience to HoyleCohen. Jackie works with Wealth Advisors and clients to ensure the comprehensive service and support HoyleCohen clients have come to expect. Jackie oversees accounts with care and stands ready to assist with the many details that arise in the course of a HoyleCohen Advisory relationship.

Jackie is originally from Lima, Peru and is a native Spanish speaker. In her spare time, Jackie loves to travel and volunteer in her community. She has lived in San Diego for over thirty years and shares her home with her husband and son.

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Jackie Nelson

Relationship Manager

Jackie Nelson is a Relationship Manager who brings over twenty...

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Jack O’Donnell CFP®

Position: Financial Planner

Jack O’Donnell is a Financial Planner at HoyleCohen. Jack works directly with Planners and Wealth Advisors to fulfil the planning needs of HoyleCohen clients and prospective clients. He is involved in the planning process from beginning to end, and works both with clients directly as well as with planning software to create planning deliverables. Jack is well-versed in analyses relating to client cash flows, tax and estate planning, investments and stock options, risk management, retirement and education funding.

Jack recently acquired his Certified Financial Planner™ (CFP®) designation.

A recent San Diego transplant, Jack is enjoying getting to know his new city. Prior moving out west, Jack has enjoyed traveling, citing his walk down El Camino de Santiago in Spain as a highlight. Jack is also an avid New York sports fan.

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Jack O’Donnell CFP®

Financial Planner

Jack O’Donnell is a Financial Planner at HoyleCohen. Jack works...

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Debbie Sandoval

Position: Senior Relationship Manager

Debbie Sandoval is a Senior Relationship Manager in the Women’s Practice. Debbie has over twenty years of experience serving clients in the financial services industry. In her role on the Women’s Practice, Debbie assists with onboarding clients, administering and managing their accounts, moving money for investments and disbursement requests and managing retirement account required distributions.

Debbie has a passion for serving clients, resolving their questions and fulfilling their requests. For Debbie, there is no client task too large or too small and she takes great pride in her commitment to HoyleCohen and to the clients she works with.

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Debbie Sandoval

Senior Relationship Manager

Debbie Sandoval is a Senior Relationship Manager in the Women’s...

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Ellen B. Sawyer

Position: Senior Relationship Manager

Ellen Sawyer is a Senior Relationship Manager at HoyleCohen. With over thirty years of experience in the financial services industry, Ellen is deeply involved with some of our longest-standing and largest client relationships. A member of the HoyleCohen team since the firm’s founding, Ellen has touched nearly every client who has come through our doors in the last eighteen years.

Ellen is responsible for managing all aspects of her client’s service needs including account and cash management, distribution and investment funding, account administration research and tax reporting support. Ellen also has extensive experience in complex trust administration and multi-generational client relationships. As someone with a gift for developing connections, many of Ellen’s client relationships have grown into treasured friendships throughout her years at HoyleCohen.

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Ellen B. Sawyer

Senior Relationship Manager

Ellen Sawyer is a Senior Relationship Manager at HoyleCohen. With...

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Ty Summerlin CFP®

Position: Senior Wealth Advisor

Ty Summerlin is a Senior Wealth Advisor at HoyleCohen. Driven by pure energy, Ty advises sophisticated clients with complex financial needs, including Biotech CEOs, private equity partners, and successful entrepreneurs. Ty has extensive expertise in the interplay between investments, estate and tax planning, including corporate stock option strategies, employee benefit analysis and retirement planning. Taking the view that his relationship with his clients is as unique as they are, Ty focuses on integration of all the moving pieces of their financial puzzle, as well as its thoughtful management and oversight.

Ty has over twenty years of experience in the financial services industry and holds the Certified Financial Planner (CFP®) designation.

Like so many of his clients, Ty shares an entrepreneurial spirit and passion for giving back. A long-time health & fitness buff, he remains an active volunteer with several adaptive sports and wounded veteran organizations.

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Ty Summerlin CFP®

Senior Wealth Advisor

Ty Summerlin is a Senior Wealth Advisor at HoyleCohen. Driven...

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Brooke Warner CFA, CFP®

Position: Wealth Advisor

Brooke Warner is a Wealth Advisor at HoyleCohen and an integral part of the firm’s Women’s Practice. Brooke leverages both her sophisticated technical skills and passion for building relationships in her work with clients. Brooke serves her clients with passion, integrity and experience honed over more than ten years in the wealth management industry.

Brooke has earned a Chartered Financial Analyst (CFA) designation and is a Certified Financial Planner™ (CFP®).

A California native, Brooke was born and raised in San Jose, before relocating south to San Diego after graduating in 2003 where she fell in love with the region’s vibrant nature and outdoorsy lifestyle. In her spare time, Brooke enjoys running half-marathons and sprint-triathlons, trail-hiking and globe-trotting with her husband Paul and young son Logan. She completed the Triple Crown in 2015, and has traveled to over 20 countries around the world. She is an active member of the CFA Society of San Diego and involved with her local church.

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Brooke Warner CFA, CFP®

Wealth Advisor

Brooke Warner is a Wealth Advisor at HoyleCohen and an...

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Vanessa Wieliczko CFA, CAIA, CFP®

Position: Director of Investments

Vanessa is HoyleCohen’s Director of Investments. Vanessa leads the firm’s Investment Committee, helping to define future growth and development of investment management strategies at the firm. Under Vanessa’s leadership, the firm has developed a robust investment platform that offers both traditional investment approaches along with a host of alternative strategies designed to offer substantial but secure income, better downside protection and enhanced opportunity for growth.

Driven in pursuit of excellence, Vanessa holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and Certified Financial Planner™ (CFP®) designations. She has a Bachelor’s Degree in Business Management from Boston University’s School of Management with a concentration in International Finance.

Vanessa is active in the community, serving as President of the CFA Society San Diego, a group of nearly 500 financial professionals. A Virginia native, Vanessa has lived in Boston, London, and New York, and has settled down in San Diego’s Marina District Downtown. Vanessa goes above and beyond, having achieved success professionally and in serving as a mentor, wonderful wife and mother to two young boys.

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Vanessa Wieliczko CFA, CAIA, CFP®

Director of Investments

Vanessa is HoyleCohen’s Director of Investments. Vanessa leads the firm’s...

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Theresa Wolner

Position: Marketing & Business Development Manager

Theresa Wolner is the Marketing and Business Development Manager at HoyleCohen. In this role, Theresa works to support the firm and Advisory Teams in their development and marketing efforts through cultivating business communications, managing outsourced relationships relating to marketing, liaising with event planning and identifying areas of organic and M&A growth.

Theresa has a diverse background in Business Development, Marketing, Operations, and Administration. She has worked in a variety of industries and companies, including financial services, insurance, education, hospitality and turnaround consulting. She holds a degree from San Diego State University in Business Administration/Marketing and a certification in Digital Design from DDI in San Diego.

Currently Theresa lives in San Diego where she enjoys the beach, walking, cooking, reading and exploring. She has mentored young people through the YMCA, Boy Scouts, and Jr. Achievement and loves to learn new things and help people and businesses grow.

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Theresa Wolner

Marketing & Business Development Manager

Theresa Wolner is the Marketing and Business Development Manager at...

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Sue Woodward

Position: Senior Relationship Manager

Sue Woodward is a Senior Relationship Manager at HoyleCohen. Serving several HoyleCohen clients for nearly 30 years, Sue maintains some of the longest and deepest client relationships in the firm. Sue is a vital member of the Advisory team, acting as the first point of contact for all her clients. Her extensive experience and unerring eye for detail underscore Sue’s legendary skill at managing workflow for clients and other members of the team. Sue also has an immeasurable wealth of institutional client knowledge at her fingertips – she can recite from memory children, grandchildren, employers, tax preparers and attorneys for countless clients!

Service is a fundamental part of who Sue is, and it shows in her personal as well as professional life. Within her own community, Sue loves meeting new people and helping whenever she can. Sue and her husband Dan have two grown children, five granddaughters and three great grandchildren. They love to spend their free time traveling and visiting family in Illinois.

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Sue Woodward

Senior Relationship Manager

Sue Woodward is a Senior Relationship Manager at HoyleCohen. Serving...

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Kevin Zuch

Position: Investment Operations Manager

Kevin is the Investment Operations Manager at HoyleCohen. Kevin brings over fifteen years of operational experience to HoyleCohen. Kevin is responsible for oversight of the firm’s trading functions, including the structuring and execution of our investment models. As part of this role, he is involved in system design within our trading software to optimize trading efficiency. Kevin also works closely with his operational counterparts at all of our private funds.

Kevin is an avid NHL fan and can often be found catching a game or skiing during the winter months, while in the summer he enjoys all things automotive. If you happen to frequent local Cars & Coffee events, you are likely to run into him there.

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Kevin Zuch

Investment Operations Manager

Kevin is the Investment Operations Manager at HoyleCohen. Kevin brings...

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Peter Mueller MBA, CFP®

Position: Partner

Peter Mueller is a partner of HoyleCohen, LLC. Peter oversees portfolio management and client service in the Santa Monica office. He has over 25 years of experience in portfolio design, management, and financial planning.

Peter has a Master’s in Business Administration (MBA) from Pepperdine University. Peter is also a Certified Financial Planner™ (CFP®).

Peter has a passion for helping clients through all financial life stages. In his free time he enjoys outdoor activities with his wife and two sons.

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Peter Mueller MBA, CFP®

Partner

Peter Mueller is a partner of HoyleCohen, LLC. Peter oversees...

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Alexander Cooke

Position: Relationship Manager

Alex Cooke is a Client Services Specialist at HoyleCohen. Alex coordinates back office operations and assists with various custodian coordination tasks including opening accounts and managing transfers pertaining to funds and securities. Alex has worked with clients of HoyleCohen’s Santa Monica office for nearly ten years.

When not in the office, Alex enjoys watching baseball games and reading.

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Alexander Cooke

Relationship Manager

Alex Cooke is a Client Services Specialist at HoyleCohen. Alex...

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Kevin Costopoulos

Position: Associate Financial Planner

Kevin Costopoulos is a Paraplanner at HoyleCohen. As a Paraplanner, Kevin is directly responsible for supporting Wealth Advisors in servicing the existing and prospective clients of the firm. Kevin works with clients to collect the data needed to build their financial plans, as well as with technology to produce plan deliverables. In addition to preparing the presentation of information for each client meeting, Kevin provides analyses in relation to client cash flows, investment options, asset allocation, and overall risk management.

Born and raised in Manhattan Beach, Kevin is a southern California native who has always had a deep appreciation for the ocean. He loves staying active and experiencing the outdoors. While away from work, Kevin enjoys being able to relax while spending quality time with family and friends.

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Kevin Costopoulos

Associate Financial Planner

Kevin Costopoulos is a Paraplanner at HoyleCohen. As a Paraplanner,...

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Shirley King

Position: Senior Relationship Manager & Associate Financial Planner

Shirley King is a Senior Client Services Specialist at HoyleCohen, working primarily with clients in the Santa Monica office. Shirley assists clients with moving money for investments and disbursement requests, transfer of accounts such as retirement account rollovers, gifting requests and often goes above and beyond to provide service for the client. She also serves as a liaison between clients and custodian and assists on various client projects.

Shirley has nearly fifteen years of experience in the financial services industry and enjoys expanding her industry knowledge and sharing that knowledge with others. Her volunteer experience includes teaching financial literacy classes at Upward Bound House and Women’s Shelters and helping the homeless. She also enjoys traveling, new experiences and spending time with family and friends.

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Shirley King

Senior Relationship Manager & Associate Financial Planner

Shirley King is a Senior Client Services Specialist at HoyleCohen,...

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Rita Robbins

Position: Office Manager

Rita Robbins is the Office Manager of HoyleCohen’s Santa Monica office. Rita has been the first person clients see when they visit and the first voice they hear when they call for over thirty years! Rita watches over staff and clients alike, ensuring everyone’s needs are met and that the Santa Monica office runs smoothly. In addition to coordinating public relations activities, receiving phone calls and scheduling client appointments, Rita also keeps the office stocked with needed resources and supplies.

As the longest standing employee in the Santa Monica office, Rita’s warmth and hospitality are woven into the fabric of our office and we would not be who we are without her. In her spare time, Rita enjoys spending time with her children, grandchildren and great grandchildren.

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Rita Robbins

Office Manager

Rita Robbins is the Office Manager of HoyleCohen’s Santa Monica...

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Margaret Shin CFP®

Position: Senior Financial Planner

Margaret Shin is a Senior Financial Planner at HoyleCohen. She serves as a liaison for our clients, providing them with support for tax preparation and any portfolio questions. She also prepares financial statements, reviews assets, liabilities, annual income estimates and lifestyle budgeting.

Margaret has nearly twenty-five years of experience in financial and retirement planning, and holds the Certified Financial Planner (CFP®) designation.

In her spare time, Margaret enjoys exploring different cultures. She also loves spending time with her grown children and shares the love of traveling with her husband. Margaret is proficient in Chinese and speaks both Cantonese and Mandarin.

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Margaret Shin CFP®

Senior Financial Planner

Margaret Shin is a Senior Financial Planner at HoyleCohen. She...

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Katherine Siriwan CFP®

Position: Senior Portfolio Manager & Senior Wealth Advisor

Kathy Siriwan is a Wealth Advisor and Senior Portfolio Manager at HoyleCohen. Kathy manages fixed income securities and cash equivalents in individual accounts and designs portfolios primarily for our Santa Monica clients. Kathy also assists clients with 529 plan accounts, other college savings vehicles as well as education loan programs.

In addition to over twenty years of experience in the financial services industry, Kathy also holds the Certified Financial Planner (CFP®) designation.

Kathy is an avid traveler. She has been to over 30 countries and counting. When not exploring the world, Kathy continues to be an active member of the Alumni Association at her alma mater, The University of Southern California. She is also currently a board member of the USC Second Decade Society.

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Katherine Siriwan CFP®

Senior Portfolio Manager & Senior Wealth Advisor

Kathy Siriwan is a Wealth Advisor and Senior Portfolio Manager...

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Kittiwat Sripom CFP®

Position: Portfolio Manager & Trader

Kittiwat Sripom is a Trading and Technology specialist at HoyleCohen, LLC. He assists our portfolio managers in the research and analysis of equities and mutual funds for many of our clients. He is also a primary liaison with the custodial trading desk, and manages technology functions for our Santa Monica office.

Kittiwat also holds the Certified Financial Planner (CFP®) designation.

In his spare time, Kittiwat enjoys traveling, spending time with his wife and playing with his young son and daughter.

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Kittiwat Sripom CFP®

Portfolio Manager & Trader

Kittiwat Sripom is a Trading and Technology specialist at HoyleCohen,...

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Kathy Bazzocco

Position: Senior Relationship Manager

Kathy is a Senior Relationship Manager at HoyleCohen and has been serving HoyleCohen clients in the Sacramento office alongside Chuck Ebersole for over thirty five years. Her attention to detail, exceptional client management skills and extensive experience combine to make Kathy an invaluable member of the HoyleCohen team.

In her free time, Kathy enjoys cooking and spending time with her husband, their children and grandchildren. Her fondness of Northern California and family has kept Kathy in the region for her entire life, and she looks forward to remaining there upon retirement.

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Kathy Bazzocco

Senior Relationship Manager

Kathy is a Senior Relationship Manager at HoyleCohen and has...

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Chuck Ebersole CLU, ChFC, CFP®, CAP®, AEP®

Position: Senior Wealth Advisor, Legacy Coach

Chuck Ebersole is a Senior Wealth Advisor and Legacy Coach at HoyleCohen. With over 40 years in the financial services industry, he is committed to offering comprehensive financial solutions for the complex problems and undiscovered opportunities his clients face. Chuck’s longstanding client relationships have allowed him to work with generations of families in HoyleCohen’s Sacramento office.

Chuck is a Certified Financial Planner™ (CFP®), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC). Chuck also holds the Chartered Advisor in Philanthropy® (CAP®) designation and the Accredited Estate Planner (AEP®) designation. Chuck is a member of the Million Dollar Round Table (MDRT), and a Charter Member of the Legacy Wealth Coach group in which he has served as both a Legacy Wealth Coach and a K2 member of the Legacy Wealth Coach Network of advisors.

Passionate about serving his community, Chuck has served as a past President of the Golden Empire Chapter of the American Heart Association, Sacramento Estate Planning Council and Sacramento Planned Giving Forum. He has also authored five books: The Future of You (2012); It is Not About Your Money, It is About Your Life (2010); Business Owners Retirement Plan Survival Guide (1996); The Value of “Beyond Expectations” Service: creating a career of value (1991); and The Survival Guide for Heirs (1988).

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Chuck Ebersole CLU, ChFC, CFP®, CAP®, AEP®

Senior Wealth Advisor, Legacy Coach

Chuck Ebersole is a Senior Wealth Advisor and Legacy Coach...

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Ismar Zildzic

Position: Wealth Advisor

Ismar Zildzic is a Wealth Advisor at HoyleCohen. Serving clients in our Sacramento office, Ismar works closely with Chuck Ebersole in providing support to multiple generations of clients. Ismar performs tax and retirement analyses for clients, as well as reviews client portfolios and makes allocation recommendations. Ismar is inspired by seeing clients who joined the firm years ago transition into retirement with peace of mind and confidence.

In a constant quest to hone and develop his skills, Ismar has acquired the Series 65 certification.

Born and raised in Bosnia, Ismar moved to the United States at the age of 15. Ismar enjoys spending his free time with his wife exploring Lake Tahoe, hiking, and skiing. He has also developed a love for woodworking and often undertakes projects in his garage.

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Ismar Zildzic

Wealth Advisor

Ismar Zildzic is a Wealth Advisor at HoyleCohen. Serving clients...

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