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

Search by first name:

HoyleCohen Alex Garofalo Portrait

Alex Garofalo, MBA

Position: Senior Relationship Manager

Alex Garofalo serves as a Senior Relationship Manager at HoyleCohen, bringing with him 9+ years of financial services experience, most recently at Wells Fargo Advisors.

In his role, Alex is responsible for supporting Kathy Siriwan and her advisory clients, acting as her primary Relationship Manager. Alex will serve as the clients’ point of contact, championing the client relationship by responding to client inquiries, managing client communications, paperwork and data, coordinating client meetings, and facilitating financial transactions. His tenacity, outstanding interpersonal skills, and attention to detail make him an exceptional member of the HoyleCohen team.

In his spare time, Alex enjoys reading, listening to music, and playing the drums (he was a major label executive in his first career). He also enjoys volunteering for a local animal rescue.

HoyleCohen Alex Garofalo Portrait

Alex Garofalo, MBA

Senior Relationship Manager

Alex Garofalo serves as a Senior Relationship Manager at HoyleCohen,...

HoyleCohen April Shultz Portrait

April Schultz

Position: Associate Financial Planner

As Associate Financial Planner, April works directly with the Financial Planning Team to create financial analyses and projections for clients using a various planning software applications, including estate planning, education funding, tax planning, risk management needs, cash flow and retirement analysis. She supports the monitoring of clients’ financial situations and the Planning and Advisory Teams in a variety of ways.

April will graduate in the spring of 2021 from San Diego State University with a BS in Business Administration and Financial Services with a Certificate in Personal Financial Planning and a minor in Biology.  She will also sit for the CFP® exam within the year. April brings with her several years of financial planning and customer service experience from prior internships and externships and a passion for the industry, especially for the Women & Wealth department. Additionally, April serves as a board member for the FPA NexGen community and is VP of Membership and Operations for the FPA chapter at SDSU.

Born and raised in Orange County, April moved to San Diego for college in 2016. In her free time she enjoys tennis, sailing, hiking and is learning how to play golf. She loves to travel and fell in love with Rome while studying abroad in Italy.

HoyleCohen April Shultz Portrait

April Schultz

Associate Financial Planner

As Associate Financial Planner, April works directly with the Financial...

Brandon-Bol-Portrait

Brandon Bol, MSF, CFP®

Position: Financial Planner & Associate Wealth Advisor

Brandon Bol serves as a Financial Planner & Associate Wealth Advisor at HoyleCohen. Brandon works directly with Senior Wealth Advisors in servicing existing and prospective clients of the firm. In his role, he works closely with advisors to develop tailored client strategies and foster a collaborative client experience. He is responsible for providing ongoing analyses relating to client investments and stock options, tax and estate planning, risk management, retirement and education funding.

Brandon received his Bachelor of Business Administration in Finance, and a Master of Science in Finance degree from The University of San Diego, graduating with honors from both. Brandon holds the Certified Financial Planner™ (CFP®) professional designation and is an active member of the San Diego chapter of the Financial Planning Association (FPA).

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.

 

 

Brandon-Bol-Portrait

Brandon Bol, MSF, CFP®

Financial Planner & Associate Wealth Advisor

Brandon Bol serves as a Financial Planner & Associate Wealth...

Brandon-Lopez-Portrait

Brandon López

Position: Senior Technical Analyst

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

Brandon-Lopez-Portrait

Brandon López

Senior Technical Analyst

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

Brooke-Warner-Portrait

Brooke Warner, CFA, CFP®

Position: Wealth Advisor

Brooke Warner is a Wealth Advisor and current Advisory Board Chair at HoyleCohen. Brooke services business owners and clients transitioning into retirement and is also 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. She serves her clients with insight, integrity and experience honed over more than ten years in the wealth management industry. She focuses on educating clients and creating strategies so they can feel confident in the management of their financial matters.

Brooke has earned a Chartered Financial Analyst (CFA) designation and is a Certified Financial Planner™ (CFP®). She is also an active part of the Investment Committee and Advisory Board at HoyleCohen.

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, trail-hiking and globe-trotting with her husband Paul and two young sons. She is an active member of the CFA Society of San Diego and involved with her local church.

Brooke-Warner-Portrait

Brooke Warner, CFA, CFP®

Wealth Advisor

Brooke Warner is a Wealth Advisor and current Advisory Board...

Bruce-Berti-Portrait

Bruce Berti

Position: Chief Financial Officer, Partner

Bruce Berti is the Chief Financial Officer and Partner at HoyleCohen. Bruce’s role as Chief Financial Officer involves monthly GAAP financial accounting, firm budgeting and Sarbanes-Oxley compliance. Bruce has over 15 years of experience performing back office functions in the Registered Investment Advisor space and over 25 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.

Bruce-Berti-Portrait

Bruce Berti

Chief Financial Officer, Partner

Bruce Berti is the Chief Financial Officer and Partner at...

HoyleCohen Chase Campbell Portrait

Chase Campbell, CFP®

Position: Associate Wealth Advisor

Chase Campbell, CFP®, serves as an Associate Wealth Advisor at HoyleCohen, bringing with him 5+ years of financial services experience. He graduated with a Bachelor’s Degree from California State University, Northridge, went on to earn his CFP designation from NYU, and is currently an active member of the Financial Planning Association.

In his role, Chase is responsible for working closely with clients to help them achieve their financial goals, following high standards of business and professional ethics, as well as legal and regulatory requirements. He works with the team’s senior advisors to develop sound client-centric strategies, foster a unique client experience,  and find and cultivate new  prospects. His drive and commitment to upholding ethics and engaging in professional development make him an outstanding member of the HoyleCohen team.

In his spare time, Chase enjoys all outdoor activities, particularly hiking, golfing, snowboarding, and riding his motorcycle. He’s also an avid skydiver and a member of the United States Parachute Association.

 

HoyleCohen Chase Campbell Portrait

Chase Campbell, CFP®

Associate Wealth Advisor

Chase Campbell, CFP®, serves as an Associate Wealth Advisor at...

Chuck-Ebersole-Portrait

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

Position: Senior Wealth Advisor, Legacy Wealth 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).

Chuck-Ebersole-Portrait

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

Senior Wealth Advisor, Legacy Wealth Coach

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

Colleen-Gepp-Portrait

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.

Colleen-Gepp-Portrait

Colleen Gepp, CFP®

Senior Wealth Advisor

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

Debbie-Sandoval-Portrait

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.

Debbie-Sandoval-Portrait

Debbie Sandoval

Senior Relationship Manager

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

Derek Taddei Portrait

Derek S. Taddei

Position: Relationship Manager & 401k Specialist

Derek Taddei serves as a financial analyst and 401k specialist for the firm. His primary responsibilities include participating in the managed securities research subcommittee, which is the backbone of the investment selection process for participant directed retirement plans and coordinating the firm’s investment service with participant directed retirement plan sponsors. He liaises and advises Plan Sponsors with Recordkeepers, Administrators, Custodians, and other professional service firms engaged by, or needing to be engaged by our plan sponsor clients.

Derek has 8+ years of financial industry experience, joining Stellar Capital Management in 2013 as an intern, transitioning through different roles and gaining a deep understanding of the business, which led to his current role with research and retirement plans. He is a member of the Central Arizona Estate Planning Council and the Western Pension & Benefits Council.

Derek was a college student-athlete playing Division I and Division II Men’s Soccer. He has served as a Soccer Coach for the Sunshine League, a sports program for special needs children and adults, and volunteered for various non-profit organizations behind the scenes during fund raising events.

Derek Taddei Portrait

Derek S. Taddei

Relationship Manager & 401k Specialist

Derek Taddei serves as a financial analyst and 401k specialist...

Elisabeth-Cullington-Portrait

Elisabeth Cullington, CFP®

Position: Senior Wealth Advisor, Managing Partner

Elisabeth Cullington is a Managing Partner, Senior Wealth Advisor, and co-founder of the Women’s Practice at HoyleCohen. Elisabeth has been providing complex financial advice to professionals, business owners and women for more than three decades. She has been instrumental in helping closely held business owners navigate the landscapes and financial implications of growing and selling their companies resulting in the best outcomes for them and their families.

Elisabeth has spent much of her career helping women in transition (resulting from divorce, death or career advancement) and she especially enjoys empowering women to take ownership of their careers and finances. She is committed to helping people strategize their financial lives to prepare them for the unexpected and offer sound counsel through complex decisions. Her professional associations include membership in the Financial Planning Association, Schwab Advisory Board, Women Presidents’ Organization (WPO), and the Collaborative Family Law Group of San Diego.

When not at work Elisabeth loves to travel, play golf, and enjoy the many outdoor activities San Diego has to offer.

Elisabeth-Cullington-Portrait

Elisabeth Cullington, CFP®

Senior Wealth Advisor, Managing Partner

Elisabeth Cullington is a Managing Partner, Senior Wealth Advisor, and...

Ellen-B-Sawyer-Portrait

Ellen B. Sawyer

Position: Senior Relationship Manager

Ellen Sawyer is a Senior Relationship Manager and a member of the HoyleCohen team since the firm’s founding in 2001. 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. She is also an active member of the firms Culture Committee which is committed to fostering an environment of inclusion, support and camaraderie among the staff.

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 the firm.

Ellen lives in San Diego and in her leisure time, enjoys cooking, walking and the beach.

Ellen-B-Sawyer-Portrait

Ellen B. Sawyer

Senior Relationship Manager

Ellen Sawyer is a Senior Relationship Manager and a member...

Ellen Both

Position: Director of Systems & Integration

Ellen was added to the HoyleCohen team in October 2019 as a Technology Manager and has since been promoted to Director of Systems & Integration. In this position, Ellen plays an integral role in the future growth and development of HoyleCohen through improving efficiency and providing additional leverage to our operational and advisory teams. She oversees the Technology and IT Security Teams and is instrumental in the developing, documenting and streamlining of various workflows and procedures and facilitating technology integrations amongst other responsibilities.

Ellen is a graduate of UC Berkeley and spent her first six years out of college working with Fisher Investments in the Bay Area. There she was promoted into several Client Service, Project Manager, and Operations roles which have provided her extensive experience in Project Management, Process Development & Management of Operations Teams.

In her off-time Ellen loves to explore nature with her husband, Henk, and two dogs, James & Rebel who both love to swim. She is excited to check out the many water sports and dog friendly hiking opportunities that San Diego has to offer.

Ellen Both

Director of Systems & Integration

Ellen was added to the HoyleCohen team in October 2019...

Heather-England-Portrait

Heather England, JD, IACCP®

Position: Chief Compliance Officer, Chief Operations Officer, Partner

Heather is a Partner and serves as HoyleCohen’s Chief Operating Officer and Chief Compliance Officer. She is responsible for oversight of the firm’s Compliance, Client Service, Human Resources and Firm Administration functions. Under Heather’s leadership, firm operations have developed a focus on attracting and supporting top talent, infusing our processes with efficiency and cultivating a strong culture of compliance. As the firm’s estate and tax planning expert, Heather regularly speaks on tax planning and charitable giving topics.

Heather received her JD from Northeastern University School of Law and is an active member of the Massachusetts Bar. Heather 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 on her beloved Cape Cod.

Heather-England-Portrait

Heather England, JD, IACCP®

Chief Compliance Officer, Chief Operations Officer, Partner

Heather is a Partner and serves as HoyleCohen’s Chief Operating...

Ismar-Zildzic-Portrait

Ismar Zildzic

Position: Wealth Advisor

Ismar Zildzic is a Wealth Advisor who works mainly 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, reviews client portfolios and makes allocation recommendations. He is especially 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. He enjoys spending his free time with his wife and young daughter exploring Lake Tahoe, hiking, and skiing. He has also developed a love for woodworking and often undertakes projects in his garage.

Ismar-Zildzic-Portrait

Ismar Zildzic

Wealth Advisor

Ismar Zildzic is a Wealth Advisor who works mainly in...

Jack-ODonnell-Portrait

Jack O’Donnell, CFP®

Position: Financial Planning Manager & Associate Wealth Advisor

Jack O’Donnell is the Financial Planning Manager and an Associate Wealth Advisor at HoyleCohen. Jack works directly with Planners and Wealth Advisors to fulfill the planning needs of HoyleCohen clients and prospective clients.  Since 2018 Jack has been working to build out the firm’s Planning Department and has been instrumental in partnering with the firm’s Wealth Advisors to deliver ongoing financial planning and investment management for our clients while leading the financial planning initiatives and research for the firm. 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 and continues to study, learn and help educate those around him.

Jack is a San Diego transplant from New Jersey and as such enjoys the many great things San Diego is know for such as micro-breweries, hiking, beaches and great weather. 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.

Jack-ODonnell-Portrait

Jack O’Donnell, CFP®

Financial Planning Manager & Associate Wealth Advisor

Jack O’Donnell is the Financial Planning Manager and an Associate...

Jackie-Nelson-Portrait

Jackie Nelson

Position: Senior Relationship Manager

Jackie Nelson is a Senior 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 complex accounts with a positive disposition, fiery advocacy and utmost 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.

Jackie-Nelson-Portrait

Jackie Nelson

Senior Relationship Manager

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

James Cooney Portrait

James P. Cooney

Position: Senior Technical Analyst

James functions as a senior technical analyst and portfolio administrator out of the Arizona office. As such his primary responsibilities include helping to manage the firm’s technology infrastructure with respect coordinating multiple software programs with the needs of the Investment Committee, Operations, and the firm’s clients. In addition, he manages the firm’s interface with various custodians.

James brings over 10 years of financial industry experience to the firm. Prior to joining Stellar Capital Management in 2017, he began his career at Charles Schwab as an Investment Broker later transitioning to a Financial Analyst role.

James holds a BS in Finance and Economics along with a Master of Science in Business Analytics from Grand Canyon University. He currently volunteers as an assistant varsity soccer coach for his alma mater, Brophy College Prep, and has done so since 2014.

James Cooney Portrait

James P. Cooney

Senior Technical Analyst

James functions as a senior technical analyst and portfolio administrator...

Janet-Acheatel-Portrait

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.

Janet-Acheatel-Portrait

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

Senior Wealth Advisor

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

Jeremy-Kovacevich-Portrait

Jeremy Kovacevich, MBA, CFP®

Position: Senior Director of Advisory Services & Development, Partner

Jeremy Kovacevich, CFP® is a Partner and the Senior Director of Advisory Services and Development at HoyleCohen. In this role Jeremy oversees the Advisory Teams and it’s many 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.

Jeremy-Kovacevich-Portrait

Jeremy Kovacevich, MBA, CFP®

Senior Director of Advisory Services & Development, Partner

Jeremy Kovacevich, CFP® is a Partner and the Senior Director...

J Jackson HoyleCohen Portrait

Jesica Jackson

Position: Portfolio Administrator

As Portfolio Administrator for the firm, Jesica Jackson plays an integral role in supporting centralized trading and portfolio management, working diligently to improve efficiencies and provide additional leverage to the Advisory teams. Jesica reports to the Investment Operations Manager, and is responsible for several portfolio-related tasks, including cash management, rebalancing and trade execution, capital calls, journals and distributions, and proceeds redeployment. She also assists with system design and trading software management to ensure optimal efficiency.

Jesica joined the team in 2021 with 7 years of experience as a Portfolio Administrator, most recently with Avalon Advisors in Houston. She graduated with a Bachelor’s Degree in Finance from the University of Houston.

Jesica works fully remote from Houston and in her spare time, enjoys biking, gardening, cooking with her husband, and caring for her two long hair Dachshunds.

J Jackson HoyleCohen Portrait

Jesica Jackson

Portfolio Administrator

As Portfolio Administrator for the firm, Jesica Jackson plays an...

John Reimer Portrait

John Reimer, CFA

Position: Senior Portfolio Manager

John Reimer is a Senior Portfolio Manager for the firm. He also evaluates research  regarding investment opportunities and platforms and is a member of the firm’s Investment Committee. In these roles his primary responsibilities include managing the firm’s proprietary security valuation model and coordinating that analysis with the firm’s economic outlook to provide the Investment Committee with input on the relative value of individual securities and credit quality for securities followed by and being considered by the firm.

John has 25+ years’ experience in the investment and financial related fields and holds a BS degree in Finance from Arizona State University and an MBA from the University of Missouri, Kansas City. He is a CFA charter-holder, a member of the CFA Institute, the Phoenix CFA Society, the Central Arizona Estate Planning Council and a past member of the Los Angeles CFA and Kansas City CFA Societies. John is also a Board Member and past Treasurer of Rosie’s House, a music academy for children, a past member of the Men’s Art Council, a support organization for Phoenix Art Museum, and has served on the VinArte and Copperstate 1000 committees, two of the largest fundraisers for the museum.

John has been quoted in Pensions & Investments Magazine and The Arizona Republic and has offered lectures and educational seminars at schools across Arizona on the subjects of finance and investing.

John Reimer Portrait

John Reimer, CFA

Senior Portfolio Manager

John Reimer is a Senior Portfolio Manager for the firm....

Katherine-Siriwan-Portrait

Katherine Siriwan, CFP®

Position: Senior Wealth Advisor

Kathy Siriwan is a Wealth Advisor and Senior Portfolio Manager for the firm. 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.

Katherine-Siriwan-Portrait

Katherine Siriwan, CFP®

Senior Wealth Advisor

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

Kathy-Bazzocco-Portrait

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 eight 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.

Kathy-Bazzocco-Portrait

Kathy Bazzocco

Senior Relationship Manager

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

HoyleCohen Kelly Heath Portrait

Kelly Heath

Position: Senior Relationship Manager

Kelly Heath serves as a Senior Relationship Manager at HoyleCohen, bringing with her 8+ years of financial services experience, most notably at JP Morgan Securities.

In her role, Kelly is responsible for supporting the Senior Advisors in our Santa Monica office, and their advisory clients. She serves as their clients’ point of contact, championing the client relationship by responding to client inquiries, managing client communications, paperwork and data, coordinating client meetings, and facilitating financial transactions. Her attention to detail, technical experience, and commitment to ensuring stellar client satisfaction make her an exceptional member of the HoyleCohen team.

In her spare time, Kelly enjoys going to the beach, traveling, cooking, and running. Additionally, she serves as an active volunteer for A Place Called Home, a nonprofit that provides a safe, nurturing environment with proven programs in arts, education and wellness for the young people in South Central Los Angeles with the central goal of helping them improve their economic conditions and develop fulfilling lives.

HoyleCohen Kelly Heath Portrait

Kelly Heath

Senior Relationship Manager

Kelly Heath serves as a Senior Relationship Manager at HoyleCohen,...

Kevin-Costopoulos-Portrait

Kevin Costopoulos

Position: Associate Financial Planner

Kevin Costopoulos serves as an Associate Financial Planner at HoyleCohen. In this role, 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.

Kevin-Costopoulos-Portrait

Kevin Costopoulos

Associate Financial Planner

Kevin Costopoulos serves as an Associate Financial Planner at HoyleCohen....

Kevin-Hoyle-Portrait

Kevin Hoyle, CIMA

Position: Co-Founder & Senior Wealth Advisor

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 holds the following insurance licenses: Long Term Care, Life, Accident, Health, and Variable Life. He also holds Securities Licenses: 3, 4, 7, 8, 24, 63 and 65 and the CIMA designation.

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.

Kevin-Hoyle-Portrait

Kevin Hoyle, CIMA

Co-Founder & Senior Wealth Advisor

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

Kisa-Haag-Portrait

Kisa Haag

Position: Systems Administrator

Kisa Haag works as a Systems Administrator in the operations department 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, husband and young son.

Kisa-Haag-Portrait

Kisa Haag

Systems Administrator

Kisa Haag works as a Systems Administrator in the operations...

Kittiwat-Sripom-Portrait

Kittiwat Sripom, CFP®

Position: Portfolio Manager

Kittiwat Sripom is a Trading and Technology specialist who works out of our Santa Monica office. 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.

Kittiwat-Sripom-Portrait

Kittiwat Sripom, CFP®

Portfolio Manager

Kittiwat Sripom is a Trading and Technology specialist who works...

Laura-Decker-Portrait

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.

Laura-Decker-Portrait

Laura Decker

Senior Relationship Manager

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

HoyleCohen Portrait Laurie Shandley

Laurie Shandley

Position: Investment Operations Manager

As Investment Operations Manager for the firm, Laurie plays an integral role in providing support into centralized trading and portfolio management helping to improve efficiencies and providing additional leverage to our Advisory teams. Laurie handles many of the daily activities in the portfolios including cash management, rebalancing and trade execution, capital calls, journals and distributions, and redeployment of proceeds. Additionally, Laurie is involved in system design and managing settings within the firm’s trading software with an eye towards optimizing trading efficiency.

Laurie came onboard in late 2020 with over 25 years of experience in the finance industry, including 19 years at Brandes Investment Partners, a local investment advisory firm managing global equity and fixed income assets. There she started as an Analyst in the SMA/Wrap department and moved into a Senior Account Analyst role, and eventually became a Trading and Operational Risk Specialist. She holds a bachelor’s degree in Psychology from UCLA.

Laurie lives in San Diego where she enjoys the beaches, hiking, yoga, and local restaurants. She also spends her free time reading and traveling with her family.

HoyleCohen Portrait Laurie Shandley

Laurie Shandley

Investment Operations Manager

As Investment Operations Manager for the firm, Laurie plays an...

HoyleCohen Portrait Lesley H

Leslie Hodgson

Position: Assistant to the CEO & Client Relationship Manager

Leslie Hodgson joined the San Diego office in February 2021 as Assistant to the CEO & Client Relationship Manager. Leslie brings with her 25+ years of financial services experience, with a focus on client service and account management. Leslie operates in an number of capacities for the firm. As Assistant to CEO, Mark Delfino, she is responsible for project and schedule management, and providing support for business development. As Client Service Manager, Leslie interfaces regularly with clients, is responsible for paperwork flow and ensuring the client relationship is maintained in a myriad of ways.

Leslie holds her Bachelor’s degree from the University of Colorado at Boulder, and she has experience in all operational aspects of working at an independent RIA.

Born and raised in La Jolla, CA, in her spare time, Leslie enjoys spending time with her family, reading, walking and bike riding in San Diego. She also actively volunteers in her community through Rady Children’s Hospital, beach clean-ups, equestrian therapy and women’s shelters.

HoyleCohen Portrait Lesley H

Leslie Hodgson

Assistant to the CEO & Client Relationship Manager

Leslie Hodgson joined the San Diego office in February 2021...

Lorin-Bello-Portrait

Lorin Bello

Position: Engagement & Compliance Manager

Lorin Bello works as Engagement & Compliance Manager in HoyleCohen’s Operations department.  She 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.

Lorin-Bello-Portrait

Lorin Bello

Engagement & Compliance Manager

Lorin Bello works as Engagement & Compliance Manager in HoyleCohen’s...

Mark-Delfino-Portrait

Mark Delfino, MBA

Position: Chief Executive Officer, Senior Managing Partner

Mark Delfino joined the HoyleCohen team in 2007 and became an owner and Managing Director in 2008. With his extensive experience in business, planning, and investment management, he has successfully scaled operations while increasing investment, financial planning, and client service capabilities. Mark is dedicated to building a firm of people who are client-centric and value teamwork, diversity of thought and experience, and personal growth.

Mark has maintained a clear purpose and vision for the firm and its clients. He successfully navigated the firm through the 2008 financial crisis and orchestrated the ensuing growth. As a result, HoyleCohen has more than quintupled in size since he joined while maintaining high levels of service, value and intimacy with clients.

Mark earned a bachelor’s degree in Economics from Butler University and holds an MBA from Harvard University. His professional experience includes 20+ years as an operating executive and trusted advisor in the investment, consulting, and tech spaces.

Mark is passionate about helping entrepreneurs and promoting personal and social responsibility. He enjoys skiing, hiking, listening to music and visiting the theater. He lives in Encinitas, CA with his wife and has three adult children.

Mark-Delfino-Portrait

Mark Delfino, MBA

Chief Executive Officer, Senior Managing Partner

Mark Delfino joined the HoyleCohen team in 2007 and became...

M Spagnola HoyleCohen Portrait

Michelle Spagnola

Position: Project Manager

Michelle Spagnola serves as a Project Manager at the firm, bringing with her 8+ years of experience in the investment industry, most recently as the Managing Director for CFA Society San Diego. She graduated in 2008 with a Bachelor’s Degree in Business Management from Florida International University.

In her role, Michelle reports directly to the Senior Manager of People & Culture, overseeing a variety of recurring and non-recurring projects that relate to Human Resources as well as Business Development and Marketing Communications for the firm. Recurring projects include but are not limited to payroll, managing the employee onboarding process, building brand awareness, and collaborating with the Marketing and Business Development Manager to develop/manage marketing campaigns and create informative and relevant external communications.

In her spare time, Michelle enjoys snowboarding, traveling, hiking, going to concerts with her husband, and spending time with her family in Miami and North Carolina. She volunteers weekly as a “Buddy” for a child with special needs, serving as a resource to the family regarding sensory regulation and occupational engagement.

M Spagnola HoyleCohen Portrait

Michelle Spagnola

Project Manager

Michelle Spagnola serves as a Project Manager at the firm,...

Michelle Tran HoyleCohen Portrait

Michelle Tran

Position: Relationship Manager

Michelle Tran serves as a Relationship Manager at the firm, bringing with her 5+ years of experience in the investment industry, most recently as an Investment Operations Specialist at Chandler Asset Management. She graduated in 2016 with a Bachelor’s Degree in Communication from UCSD.

In her role, Michelle reports directly to the Client Services Manager and supports Partner, Elisabeth Cullington and her advisory clients. She serves as the clients’ point of contact, championing the client relationship by responding to client inquiries, managing client communications, paperwork and data, coordinating client meetings, and facilitating financial transactions. Her attention to detail and commitment to exceeding client expectations make her a valued member of the Client Services team.

In her spare time, Michelle enjoys cooking and baking, traveling, indoor rock climbing, and weightlifting. She volunteered for 6 months with Meals on Wheels and competes annually in the Chinatown Firecracker 10K.

Michelle Tran HoyleCohen Portrait

Michelle Tran

Relationship Manager

Michelle Tran serves as a Relationship Manager at the firm,...

Peter-Mueller-Portrait

Peter Mueller, MBA, CFP®

Position: Senior Wealth Advisor, Managing Partner

Peter Mueller is a Managing Partner and Senior Wealth Manager at HoyleCohen. 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.

Peter-Mueller-Portrait

Peter Mueller, MBA, CFP®

Senior Wealth Advisor, Managing Partner

Peter Mueller is a Managing Partner and Senior Wealth Manager...

Rachel-Littlejohn-Portrait

Rachel Littlejohn

Position: Client Services & Events Manager

Rachel Littlejohn serves the firm as a the Client Service Manager and as such oversees the Client Relationship Management team. In this role she is responsible for ensuring a smooth stream of communications and processes between our Advisory Teams, Fund Managers, Custodians and Client Services Teams. She is fundamental in creating and managing interdepartmental processes related to investment maintenance, document management, information maintenance and our custodial relationships. Rachel is also responsible for integrating technology flow into client service processes to leverage our systems and build efficiencies.

Rachel brings over ten years of client service, marketing and administrative experience to her work at the firm. As Events Associate, Rachel helps coordinate the firm’s many events throughout the year, including venue, catering, custom swag and much more.

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

Rachel-Littlejohn-Portrait

Rachel Littlejohn

Client Services & Events Manager

Rachel Littlejohn serves the firm as a the Client Service...

Rachel-Luken-Portrait

Rachel M. Luken, CFP®

Position: Senior Wealth Advisor, Partner

Rachel M. Luken is a Senior Wealth Advisor and Partner of HoyleCohen. Rachel has over twenty-five years of experience in financial services. Her 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 her husband Dan moved to San Diego in 2000 and feel blessed to be raising their family in such a beautiful setting.  When she’s out of the office you can find her enjoying soccer, scrapbooking and savoring every minute of her two sons’ young lives.  Family is a top priority for Rachel and with her two boys, two dogs & two cats – the household stays quite active!  She fills her free time with outdoor activities, family vacations as well as reading and yoga.

Rachel-Luken-Portrait

Rachel M. Luken, CFP®

Senior Wealth Advisor, Partner

Rachel M. Luken is a Senior Wealth Advisor and Partner...

Rita-Robbins-Portrait

Rita Robbins

Position: Client Experience Coordinator

Rita Robbins is the Client Experience Coordinator 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.

Rita-Robbins-Portrait

Rita Robbins

Client Experience Coordinator

Rita Robbins is the Client Experience Coordinator of HoyleCohen’s Santa...

Robert-C-Lopez-Portrait

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.

Robert-C-Lopez-Portrait

Robert C. Lopez, MSF, CAIA

Associate Portfolio Manager

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

R Carnegie HoyleCohen Portrait

Robert Carnegie, CFA, CFP®

Position: Senior Wealth Advisor

Robert (Bob) Carnegie has served as an advisor to HNW families for 15+ years, primarily working with entrepreneurs, business leaders, and people in transition due to a death or divorce. His experience has taught him that there is one essential element to any successful advisor-client relationship:  trust.

Bob establishes trust with his clients at the onset by making every effort to gain a deep understanding of each family’s unique situation. Working collaboratively with his clients, he helps them define and outline not only specific financial goals and challenges, but more importantly, personal and family values. With values forming the foundation, Bob can then provide prudent investment advice, implement thoughtful planning strategies, and deliver measurable results. Throughout every step in the process, he consistently demonstrates how much he cares about the families he serves.

Bob earned the Chartered Financial Analyst (CFA) designation and is a Certified Financial Planner™ (CFP®). He is a member of the FPA of Greater Phoenix, CFA Society Phoenix, and the Estate Planning Councils of Central Arizona and the East Valley. Before relocating to Arizona, Bob was an active community member in his hometown of Pittsburgh, serving as a board member of the Pittsburgh Botanic Garden and a graduate of the Pittsburgh Leadership Development Initiative. A lover of the outdoors and an avid visitor of our national parks, Bob looks forward to exploring all that the Southwest has to offer with his wife and two children.

R Carnegie HoyleCohen Portrait

Robert Carnegie, CFA, CFP®

Senior Wealth Advisor

Robert (Bob) Carnegie has served as an advisor to HNW...

Sam Del Campo HoyleCohen Portrait

Samantha Del Campo

Position: Front Office Coordinator

Samantha Del Campo serves as the Front Office Coordinator in HoyleCohen’s San Diego office. She graduated in 2020 from San Diego State University with a BS Degree in Business Management.

In her role at the firm, Samantha is responsible for performing administrative duties and all front office functions, with the goal of providing a lasting first impression to incoming guests. In addition to serving as the main point of contact for visitors, she is also responsible for answering all phone inquiries, overseeing mail deliveries, managing all office supplies/equipment, and providing accounting support to the firm’s Chief Financial Officer. Samantha is professional, friendly, informative, and welcoming to the firm’s visitors, making her a valuable asset to the HoyleCohen team.

In her spare time, Samantha enjoys playing indoor soccer (and any other sporting activity) and recording music! She has been singing since she was a child and enjoys writing her own R&B/Pop music.

Sam Del Campo HoyleCohen Portrait

Samantha Del Campo

Front Office Coordinator

Samantha Del Campo serves as the Front Office Coordinator in...

Sheryl L. Rayner

Position: Fiduciary Relationship Manager

Sheryl Rayner plays several essential roles in the Arizona office. Her main responsibilities include that of Senior Relationship Manager, where she maintains some of the longest and deepest client relationships through administering and managing their accounts, moving money for investments, and handling portfolio related questions. As Director of Fiduciary Services, Sheryl develops and manages the complex relationships between the office’s Fiduciary/Conservator Clients and their Custodians.

Sheryl began her career in the financial services industry in 1994 and joined S.J.Taddie, Inc. Investment Counsel in 1998. Sheryl remained with Steve Taddie and played a key role in the formation and development of Stellar Capital Management. She has over 25 years of experience in operations and administration and has been involved in Phoenix RIA Compliance Roundtable for over 10 years.

Sheryl holds a BA degree in Philosophy, magna cum laude, from Arizona State University. She is a founding Board Member and former Vice President and Treasurer of EducAid International, an organization dedicated to promoting and providing education and health care to the world’s most underserved communities. She is a founding Board Member, Past President and former Treasurer of the Women’s Metropolitan Art Council, a support organization of Phoenix Art Museum, and she served as co-chair of both the Programming and Development Committees. She was an active member of her local PTA and has worked with both the Foundation for Burns and Trauma and the Foothills Foundation.

Sheryl L. Rayner

Fiduciary Relationship Manager

Sheryl Rayner plays several essential roles in the Arizona office....

Shirley-King-Portrait

Shirley King

Position: Senior Relationship Manager

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.

Shirley-King-Portrait

Shirley King

Senior Relationship Manager

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

HoyleCohen Sofia Kahn Portrait

Sofia Khan

Position: Relationship Manager & Office Administrator

Sofia Khan serves as a Relationship Manager and Office Administrator at HoyleCohen, bringing with her 10+ years of financial services experience, most recently at Simplicity Scottsdale.

In her current roles, Sofia is responsible for managing all administrative and front-office duties for the Phoenix office, while serving as the office’s visitor point of contact. Sofia also supports our clients as a Relationship Manager, answering inquiries, preparing communications, forms, and packages, managing paperwork and data, coordinating meetings, and facilitating financial transactions.

In her spare time, Sofia enjoys taking road trips, with a bucket list goal of visiting all U.S. national parks. She also enjoys camping, hiking, kayaking, and horseback riding.

HoyleCohen Sofia Kahn Portrait

Sofia Khan

Relationship Manager & Office Administrator

Sofia Khan serves as a Relationship Manager and Office Administrator...

Stacy Love HoyleCohen Portrait

Stacy Love, SPHR®, PHRca®

Position: Senior Manager of People & Culture

As Senior Manager of People & Culture, Stacy oversees all aspects of the firm’s Human Resources including employee relations, talent acquisition, training and development, liaising with other departments on internal communications and compliance with state and federal employment laws to name a few. She plays an integral role in strategizing and supporting management navigate the many organizational changes and decisions that come with a growing company.

Stacy came on board towards the end of 2020 at a time when HoyleCohen had recently added its fourth (and first outside of California) location and had grown a team of over 50. Her background includes 20 years of experience in the financial industry, and 15+ in progressive human resources management including 10 years as Executive Director of the CFA Society San Diego.

Stacy holds a BS in Business Administration from CSU San Marcos, an MA in Organizational Leadership and an Executive Certificate in Public and Nonprofit Leadership from Brandman University and a host of other licenses and certifications.

In addition to an unquenchable thirst for learning, Stacy enjoys international travel, hiking, baking, and graphic design. She lives in Bloomington IN with her husband, and 4 dogs!

Stacy Love HoyleCohen Portrait

Stacy Love, SPHR®, PHRca®

Senior Manager of People & Culture

As Senior Manager of People & Culture, Stacy oversees all...

Steve Taddie Portrait

Stephen J. Taddie, CBE, CFM

Position: Senior Wealth Advisor, Managing Partner

Steve Taddie was the co-founder and Managing Partner of Stellar Capital Management which merged with HoyleCohen in 2020. Steve has over 30 years of professional experience in the investment field, specializing in establishing economic outlook and forecasting and leading teams that provide custom-tailored management of stock and bond portfolios and provide investment fiduciary work for employer sponsored retirement plans. Steve’s background includes working with a select group of clients ranging from publicly traded corporations, government entities, and Native American Indian Tribes, to high net worth individuals and families across the country. He is frequently asked to speak on economic and investment management trends, has authored numerous articles and has often been quoted on the same subjects.

Steve holds a BS in Business and Economics from Lehigh University, and an MBA from the University of Phoenix. He has earned The Certified Business Economist™ (CBE™), which is the certification in business economics, and data analytics developed and owned by the National Association for Business Economics (NABE), and the Certified Financial Manager (CFM), which is the certification in financial management issued by the Merrill Lynch Institute, Donald T. Regan School of Advanced Financial Management.

Steve is a member of the National Association for Business Economists (NABE), a Panelist for the Bloomberg Economic Forecast (National), the NABE Outlook (National) and NABE Financial Industry Roundtable, the Western Blue Chip Economic Panel, the Arizona Blue Chip Economic Panel, and a member of the Arizona Legislative Finance Advisory Committee. He is a member and Past President of the Arizona Economic Round Table, a member and Past President of the Central Arizona Estate Planning Conference, a member of the CFA Institute and the Phoenix CFA Society, an Arbitrator for FINRA, and a member of Focus on European Art. He is a past member of the Economic Club of Phoenix, the Western Pension & Benefits Conference, Arizona Town Hall, and the Madison School District Financial Oversight Committee. He has served on the Executive Board of the Desert Botanical Gardens Foundation, the Advisory and Executive Boards of the Foundation for Burns & Trauma, the Executive Boards for the Foothills Foundation, the Phoenix Camelback Rotary Club, and the Finance Committee for the Desert Botanical Gardens. He has also volunteered with Junior Achievement and coached youth sports teams.

Steve Taddie Portrait

Stephen J. Taddie, CBE, CFM

Senior Wealth Advisor, Managing Partner

Steve Taddie was the co-founder and Managing Partner of Stellar...

Sue Woodward Portrait HoyleCohen

Sue Woodward

Position: Senior Relationship Manager

Sue Woodward is a Senior Relationship Manager who serves many long term HoyleCohen clients, some for nearly 30 years! As such, 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.

Sue Woodward Portrait HoyleCohen

Sue Woodward

Senior Relationship Manager

Sue Woodward is a Senior Relationship Manager who serves many...

theresa wolner hoylecohen portrait

Theresa Wolner

Position: Marketing & Business Development Manager

Theresa Wolner is the Marketing and Business Development Manager for the firm. 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.

theresa wolner hoylecohen portrait

Theresa Wolner

Marketing & Business Development Manager

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

Troy-Waters-Portrait

Troy Waters, CFP®

Position: Chief Technology Officer, Managing Partner

Troy Waters is the Chief Technology Officer and a Managing Partner 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.

Troy-Waters-Portrait

Troy Waters, CFP®

Chief Technology Officer, Managing Partner

Troy Waters is the Chief Technology Officer and a Managing...

Ty-Summerlin-Portrait

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.

Ty-Summerlin-Portrait

Ty Summerlin, CFP®

Senior Wealth Advisor

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

HoyleCohen Portrait Vanessa Vigoren

Vanessa Gafencu

Position: Senior Client Operations Associate

As Senior Client Operations Associate Vanessa is responsible for ensuring a smooth stream of communications and processes between our Advisory Teams, Fund Managers, Custodians and Client Services Teams. She is fundamental in creating and managing interdepartmental processes related to investment maintenance, document management, information maintenance and our custodial relationships. Vanessa is also responsible for integrating technology flow into client service process to leverage our systems and build efficiencies.

Vanessa has 7+ years of project management experience, the last four at Spinnaker investment Group in Orange County, CA. She holds a bachelor’s degree in Fine Art from the University of San Diego (USD).

In addition to having lived in Paris, France and Perugia, Italy, she has lived in several regions of Southern California including San Diego, where she currently resides with her fiancé. In her spare time Vanessa enjoys traveling, skiing, music and mountain biking.

HoyleCohen Portrait Vanessa Vigoren

Vanessa Gafencu

Senior Client Operations Associate

As Senior Client Operations Associate Vanessa is responsible for ensuring...

Vanessa-Wieliczko-Portrait

Vanessa Wieliczko, CFA, CAIA, CFP®

Position: Chief Investment Officer, Partner

Vanessa Wieliczko is the Chief Investment Officer (CIO) and a Partner at HoyleCohen. As CIO, Vanessa leads the firm’s Investment Committee, helping to define future growth and development of investment management strategies. 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 also 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 three young boys.

Vanessa-Wieliczko-Portrait

Vanessa Wieliczko, CFA, CAIA, CFP®

Chief Investment Officer, Partner

Vanessa Wieliczko is the Chief Investment Officer (CIO) and a...

Vernon-Eberly-Portrait

Vernon Eberly, CFP®

Position: Senior Financial Planner & Wealth Advisor

Vernon Eberly serves as a 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.

Vernon-Eberly-Portrait

Vernon Eberly, CFP®

Senior Financial Planner & Wealth Advisor

Vernon Eberly serves as a Wealth Advisor and Senior Financial...

Will HoyleCohen Portrait

William Caisido

Position: Salesforce Administrator

Will Caisido serves as Salesforce Administrator at HoyleCohen, bringing with him 5+ years of Salesforce Development and Design experience, most recently at Axos Bank.

In his role, Will is responsible for collaborating with the Director of Systems & Integration and others in operations and IT, in guiding digital transformation by bridging the gap between business & technology through Hoyle Cohen’s Salesforce platform. As Salesforce project lead, Will works closely with key stakeholders to understand business needs, architects scalable software systems, automates complex business processes, building testing and auditing the right product features to maximize business value, provides valuable insights by visualizing data in Reports and Dashboards, manages integrations between other software systems and Salesforce and maintains comprehensive and relevant documentation of all Salesforce Processes.

He is also responsible for implementing new business processes and procedures, managing our company’s client data, providing regular training to users on new and existing Salesforce functionality, onboarding all new users, helping our teams stay efficient and advocating for best practices that create frictionless client experiences

Will HoyleCohen Portrait

William Caisido

Salesforce Administrator

Will Caisido serves as Salesforce Administrator at HoyleCohen, bringing with...

Search by first name:

HoyleCohen April Shultz Portrait

April Schultz

Position: Associate Financial Planner

As Associate Financial Planner, April works directly with the Financial Planning Team to create financial analyses and projections for clients using a various planning software applications, including estate planning, education funding, tax planning, risk management needs, cash flow and retirement analysis. She supports the monitoring of clients’ financial situations and the Planning and Advisory Teams in a variety of ways.

April will graduate in the spring of 2021 from San Diego State University with a BS in Business Administration and Financial Services with a Certificate in Personal Financial Planning and a minor in Biology.  She will also sit for the CFP® exam within the year. April brings with her several years of financial planning and customer service experience from prior internships and externships and a passion for the industry, especially for the Women & Wealth department. Additionally, April serves as a board member for the FPA NexGen community and is VP of Membership and Operations for the FPA chapter at SDSU.

Born and raised in Orange County, April moved to San Diego for college in 2016. In her free time she enjoys tennis, sailing, hiking and is learning how to play golf. She loves to travel and fell in love with Rome while studying abroad in Italy.

HoyleCohen April Shultz Portrait

April Schultz

Associate Financial Planner

As Associate Financial Planner, April works directly with the Financial...

Brandon-Bol-Portrait

Brandon Bol, MSF, CFP®

Position: Financial Planner & Associate Wealth Advisor

Brandon Bol serves as a Financial Planner & Associate Wealth Advisor at HoyleCohen. Brandon works directly with Senior Wealth Advisors in servicing existing and prospective clients of the firm. In his role, he works closely with advisors to develop tailored client strategies and foster a collaborative client experience. He is responsible for providing ongoing analyses relating to client investments and stock options, tax and estate planning, risk management, retirement and education funding.

Brandon received his Bachelor of Business Administration in Finance, and a Master of Science in Finance degree from The University of San Diego, graduating with honors from both. Brandon holds the Certified Financial Planner™ (CFP®) professional designation and is an active member of the San Diego chapter of the Financial Planning Association (FPA).

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.

 

 

Brandon-Bol-Portrait

Brandon Bol, MSF, CFP®

Financial Planner & Associate Wealth Advisor

Brandon Bol serves as a Financial Planner & Associate Wealth...

Brandon-Lopez-Portrait

Brandon López

Position: Senior Technical Analyst

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

Brandon-Lopez-Portrait

Brandon López

Senior Technical Analyst

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

Brooke-Warner-Portrait

Brooke Warner, CFA, CFP®

Position: Wealth Advisor

Brooke Warner is a Wealth Advisor and current Advisory Board Chair at HoyleCohen. Brooke services business owners and clients transitioning into retirement and is also 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. She serves her clients with insight, integrity and experience honed over more than ten years in the wealth management industry. She focuses on educating clients and creating strategies so they can feel confident in the management of their financial matters.

Brooke has earned a Chartered Financial Analyst (CFA) designation and is a Certified Financial Planner™ (CFP®). She is also an active part of the Investment Committee and Advisory Board at HoyleCohen.

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, trail-hiking and globe-trotting with her husband Paul and two young sons. She is an active member of the CFA Society of San Diego and involved with her local church.

Brooke-Warner-Portrait

Brooke Warner, CFA, CFP®

Wealth Advisor

Brooke Warner is a Wealth Advisor and current Advisory Board...

Bruce-Berti-Portrait

Bruce Berti

Position: Chief Financial Officer, Partner

Bruce Berti is the Chief Financial Officer and Partner at HoyleCohen. Bruce’s role as Chief Financial Officer involves monthly GAAP financial accounting, firm budgeting and Sarbanes-Oxley compliance. Bruce has over 15 years of experience performing back office functions in the Registered Investment Advisor space and over 25 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.

Bruce-Berti-Portrait

Bruce Berti

Chief Financial Officer, Partner

Bruce Berti is the Chief Financial Officer and Partner at...

Colleen-Gepp-Portrait

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.

Colleen-Gepp-Portrait

Colleen Gepp, CFP®

Senior Wealth Advisor

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

Debbie-Sandoval-Portrait

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.

Debbie-Sandoval-Portrait

Debbie Sandoval

Senior Relationship Manager

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

Elisabeth-Cullington-Portrait

Elisabeth Cullington, CFP®

Position: Senior Wealth Advisor, Managing Partner

Elisabeth Cullington is a Managing Partner, Senior Wealth Advisor, and co-founder of the Women’s Practice at HoyleCohen. Elisabeth has been providing complex financial advice to professionals, business owners and women for more than three decades. She has been instrumental in helping closely held business owners navigate the landscapes and financial implications of growing and selling their companies resulting in the best outcomes for them and their families.

Elisabeth has spent much of her career helping women in transition (resulting from divorce, death or career advancement) and she especially enjoys empowering women to take ownership of their careers and finances. She is committed to helping people strategize their financial lives to prepare them for the unexpected and offer sound counsel through complex decisions. Her professional associations include membership in the Financial Planning Association, Schwab Advisory Board, Women Presidents’ Organization (WPO), and the Collaborative Family Law Group of San Diego.

When not at work Elisabeth loves to travel, play golf, and enjoy the many outdoor activities San Diego has to offer.

Elisabeth-Cullington-Portrait

Elisabeth Cullington, CFP®

Senior Wealth Advisor, Managing Partner

Elisabeth Cullington is a Managing Partner, Senior Wealth Advisor, and...

Ellen-B-Sawyer-Portrait

Ellen B. Sawyer

Position: Senior Relationship Manager

Ellen Sawyer is a Senior Relationship Manager and a member of the HoyleCohen team since the firm’s founding in 2001. 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. She is also an active member of the firms Culture Committee which is committed to fostering an environment of inclusion, support and camaraderie among the staff.

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 the firm.

Ellen lives in San Diego and in her leisure time, enjoys cooking, walking and the beach.

Ellen-B-Sawyer-Portrait

Ellen B. Sawyer

Senior Relationship Manager

Ellen Sawyer is a Senior Relationship Manager and a member...

Ellen Both

Position: Director of Systems & Integration

Ellen was added to the HoyleCohen team in October 2019 as a Technology Manager and has since been promoted to Director of Systems & Integration. In this position, Ellen plays an integral role in the future growth and development of HoyleCohen through improving efficiency and providing additional leverage to our operational and advisory teams. She oversees the Technology and IT Security Teams and is instrumental in the developing, documenting and streamlining of various workflows and procedures and facilitating technology integrations amongst other responsibilities.

Ellen is a graduate of UC Berkeley and spent her first six years out of college working with Fisher Investments in the Bay Area. There she was promoted into several Client Service, Project Manager, and Operations roles which have provided her extensive experience in Project Management, Process Development & Management of Operations Teams.

In her off-time Ellen loves to explore nature with her husband, Henk, and two dogs, James & Rebel who both love to swim. She is excited to check out the many water sports and dog friendly hiking opportunities that San Diego has to offer.

Ellen Both

Director of Systems & Integration

Ellen was added to the HoyleCohen team in October 2019...

Heather-England-Portrait

Heather England, JD, IACCP®

Position: Chief Compliance Officer, Chief Operations Officer, Partner

Heather is a Partner and serves as HoyleCohen’s Chief Operating Officer and Chief Compliance Officer. She is responsible for oversight of the firm’s Compliance, Client Service, Human Resources and Firm Administration functions. Under Heather’s leadership, firm operations have developed a focus on attracting and supporting top talent, infusing our processes with efficiency and cultivating a strong culture of compliance. As the firm’s estate and tax planning expert, Heather regularly speaks on tax planning and charitable giving topics.

Heather received her JD from Northeastern University School of Law and is an active member of the Massachusetts Bar. Heather 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 on her beloved Cape Cod.

Heather-England-Portrait

Heather England, JD, IACCP®

Chief Compliance Officer, Chief Operations Officer, Partner

Heather is a Partner and serves as HoyleCohen’s Chief Operating...

Jack-ODonnell-Portrait

Jack O’Donnell, CFP®

Position: Financial Planning Manager & Associate Wealth Advisor

Jack O’Donnell is the Financial Planning Manager and an Associate Wealth Advisor at HoyleCohen. Jack works directly with Planners and Wealth Advisors to fulfill the planning needs of HoyleCohen clients and prospective clients.  Since 2018 Jack has been working to build out the firm’s Planning Department and has been instrumental in partnering with the firm’s Wealth Advisors to deliver ongoing financial planning and investment management for our clients while leading the financial planning initiatives and research for the firm. 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 and continues to study, learn and help educate those around him.

Jack is a San Diego transplant from New Jersey and as such enjoys the many great things San Diego is know for such as micro-breweries, hiking, beaches and great weather. 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.

Jack-ODonnell-Portrait

Jack O’Donnell, CFP®

Financial Planning Manager & Associate Wealth Advisor

Jack O’Donnell is the Financial Planning Manager and an Associate...

Jackie-Nelson-Portrait

Jackie Nelson

Position: Senior Relationship Manager

Jackie Nelson is a Senior 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 complex accounts with a positive disposition, fiery advocacy and utmost 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.

Jackie-Nelson-Portrait

Jackie Nelson

Senior Relationship Manager

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

Janet-Acheatel-Portrait

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.

Janet-Acheatel-Portrait

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

Senior Wealth Advisor

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

Jeremy-Kovacevich-Portrait

Jeremy Kovacevich, MBA, CFP®

Position: Senior Director of Advisory Services & Development, Partner

Jeremy Kovacevich, CFP® is a Partner and the Senior Director of Advisory Services and Development at HoyleCohen. In this role Jeremy oversees the Advisory Teams and it’s many 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.

Jeremy-Kovacevich-Portrait

Jeremy Kovacevich, MBA, CFP®

Senior Director of Advisory Services & Development, Partner

Jeremy Kovacevich, CFP® is a Partner and the Senior Director...

J Jackson HoyleCohen Portrait

Jesica Jackson

Position: Portfolio Administrator

As Portfolio Administrator for the firm, Jesica Jackson plays an integral role in supporting centralized trading and portfolio management, working diligently to improve efficiencies and provide additional leverage to the Advisory teams. Jesica reports to the Investment Operations Manager, and is responsible for several portfolio-related tasks, including cash management, rebalancing and trade execution, capital calls, journals and distributions, and proceeds redeployment. She also assists with system design and trading software management to ensure optimal efficiency.

Jesica joined the team in 2021 with 7 years of experience as a Portfolio Administrator, most recently with Avalon Advisors in Houston. She graduated with a Bachelor’s Degree in Finance from the University of Houston.

Jesica works fully remote from Houston and in her spare time, enjoys biking, gardening, cooking with her husband, and caring for her two long hair Dachshunds.

J Jackson HoyleCohen Portrait

Jesica Jackson

Portfolio Administrator

As Portfolio Administrator for the firm, Jesica Jackson plays an...

Kevin-Hoyle-Portrait

Kevin Hoyle, CIMA

Position: Co-Founder & Senior Wealth Advisor

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 holds the following insurance licenses: Long Term Care, Life, Accident, Health, and Variable Life. He also holds Securities Licenses: 3, 4, 7, 8, 24, 63 and 65 and the CIMA designation.

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.

Kevin-Hoyle-Portrait

Kevin Hoyle, CIMA

Co-Founder & Senior Wealth Advisor

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

Kisa-Haag-Portrait

Kisa Haag

Position: Systems Administrator

Kisa Haag works as a Systems Administrator in the operations department 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, husband and young son.

Kisa-Haag-Portrait

Kisa Haag

Systems Administrator

Kisa Haag works as a Systems Administrator in the operations...

Laura-Decker-Portrait

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.

Laura-Decker-Portrait

Laura Decker

Senior Relationship Manager

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

HoyleCohen Portrait Laurie Shandley

Laurie Shandley

Position: Investment Operations Manager

As Investment Operations Manager for the firm, Laurie plays an integral role in providing support into centralized trading and portfolio management helping to improve efficiencies and providing additional leverage to our Advisory teams. Laurie handles many of the daily activities in the portfolios including cash management, rebalancing and trade execution, capital calls, journals and distributions, and redeployment of proceeds. Additionally, Laurie is involved in system design and managing settings within the firm’s trading software with an eye towards optimizing trading efficiency.

Laurie came onboard in late 2020 with over 25 years of experience in the finance industry, including 19 years at Brandes Investment Partners, a local investment advisory firm managing global equity and fixed income assets. There she started as an Analyst in the SMA/Wrap department and moved into a Senior Account Analyst role, and eventually became a Trading and Operational Risk Specialist. She holds a bachelor’s degree in Psychology from UCLA.

Laurie lives in San Diego where she enjoys the beaches, hiking, yoga, and local restaurants. She also spends her free time reading and traveling with her family.

HoyleCohen Portrait Laurie Shandley

Laurie Shandley

Investment Operations Manager

As Investment Operations Manager for the firm, Laurie plays an...

HoyleCohen Portrait Lesley H

Leslie Hodgson

Position: Assistant to the CEO & Client Relationship Manager

Leslie Hodgson joined the San Diego office in February 2021 as Assistant to the CEO & Client Relationship Manager. Leslie brings with her 25+ years of financial services experience, with a focus on client service and account management. Leslie operates in an number of capacities for the firm. As Assistant to CEO, Mark Delfino, she is responsible for project and schedule management, and providing support for business development. As Client Service Manager, Leslie interfaces regularly with clients, is responsible for paperwork flow and ensuring the client relationship is maintained in a myriad of ways.

Leslie holds her Bachelor’s degree from the University of Colorado at Boulder, and she has experience in all operational aspects of working at an independent RIA.

Born and raised in La Jolla, CA, in her spare time, Leslie enjoys spending time with her family, reading, walking and bike riding in San Diego. She also actively volunteers in her community through Rady Children’s Hospital, beach clean-ups, equestrian therapy and women’s shelters.

HoyleCohen Portrait Lesley H

Leslie Hodgson

Assistant to the CEO & Client Relationship Manager

Leslie Hodgson joined the San Diego office in February 2021...

Lorin-Bello-Portrait

Lorin Bello

Position: Engagement & Compliance Manager

Lorin Bello works as Engagement & Compliance Manager in HoyleCohen’s Operations department.  She 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.

Lorin-Bello-Portrait

Lorin Bello

Engagement & Compliance Manager

Lorin Bello works as Engagement & Compliance Manager in HoyleCohen’s...

Mark-Delfino-Portrait

Mark Delfino, MBA

Position: Chief Executive Officer, Senior Managing Partner

Mark Delfino joined the HoyleCohen team in 2007 and became an owner and Managing Director in 2008. With his extensive experience in business, planning, and investment management, he has successfully scaled operations while increasing investment, financial planning, and client service capabilities. Mark is dedicated to building a firm of people who are client-centric and value teamwork, diversity of thought and experience, and personal growth.

Mark has maintained a clear purpose and vision for the firm and its clients. He successfully navigated the firm through the 2008 financial crisis and orchestrated the ensuing growth. As a result, HoyleCohen has more than quintupled in size since he joined while maintaining high levels of service, value and intimacy with clients.

Mark earned a bachelor’s degree in Economics from Butler University and holds an MBA from Harvard University. His professional experience includes 20+ years as an operating executive and trusted advisor in the investment, consulting, and tech spaces.

Mark is passionate about helping entrepreneurs and promoting personal and social responsibility. He enjoys skiing, hiking, listening to music and visiting the theater. He lives in Encinitas, CA with his wife and has three adult children.

Mark-Delfino-Portrait

Mark Delfino, MBA

Chief Executive Officer, Senior Managing Partner

Mark Delfino joined the HoyleCohen team in 2007 and became...

Michelle Tran HoyleCohen Portrait

Michelle Tran

Position: Relationship Manager

Michelle Tran serves as a Relationship Manager at the firm, bringing with her 5+ years of experience in the investment industry, most recently as an Investment Operations Specialist at Chandler Asset Management. She graduated in 2016 with a Bachelor’s Degree in Communication from UCSD.

In her role, Michelle reports directly to the Client Services Manager and supports Partner, Elisabeth Cullington and her advisory clients. She serves as the clients’ point of contact, championing the client relationship by responding to client inquiries, managing client communications, paperwork and data, coordinating client meetings, and facilitating financial transactions. Her attention to detail and commitment to exceeding client expectations make her a valued member of the Client Services team.

In her spare time, Michelle enjoys cooking and baking, traveling, indoor rock climbing, and weightlifting. She volunteered for 6 months with Meals on Wheels and competes annually in the Chinatown Firecracker 10K.

Michelle Tran HoyleCohen Portrait

Michelle Tran

Relationship Manager

Michelle Tran serves as a Relationship Manager at the firm,...

Rachel-Littlejohn-Portrait

Rachel Littlejohn

Position: Client Services & Events Manager

Rachel Littlejohn serves the firm as a the Client Service Manager and as such oversees the Client Relationship Management team. In this role she is responsible for ensuring a smooth stream of communications and processes between our Advisory Teams, Fund Managers, Custodians and Client Services Teams. She is fundamental in creating and managing interdepartmental processes related to investment maintenance, document management, information maintenance and our custodial relationships. Rachel is also responsible for integrating technology flow into client service processes to leverage our systems and build efficiencies.

Rachel brings over ten years of client service, marketing and administrative experience to her work at the firm. As Events Associate, Rachel helps coordinate the firm’s many events throughout the year, including venue, catering, custom swag and much more.

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

Rachel-Littlejohn-Portrait

Rachel Littlejohn

Client Services & Events Manager

Rachel Littlejohn serves the firm as a the Client Service...

Rachel-Luken-Portrait

Rachel M. Luken, CFP®

Position: Senior Wealth Advisor, Partner

Rachel M. Luken is a Senior Wealth Advisor and Partner of HoyleCohen. Rachel has over twenty-five years of experience in financial services. Her 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 her husband Dan moved to San Diego in 2000 and feel blessed to be raising their family in such a beautiful setting.  When she’s out of the office you can find her enjoying soccer, scrapbooking and savoring every minute of her two sons’ young lives.  Family is a top priority for Rachel and with her two boys, two dogs & two cats – the household stays quite active!  She fills her free time with outdoor activities, family vacations as well as reading and yoga.

Rachel-Luken-Portrait

Rachel M. Luken, CFP®

Senior Wealth Advisor, Partner

Rachel M. Luken is a Senior Wealth Advisor and Partner...

Robert-C-Lopez-Portrait

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.

Robert-C-Lopez-Portrait

Robert C. Lopez, MSF, CAIA

Associate Portfolio Manager

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

Stacy Love HoyleCohen Portrait

Stacy Love, SPHR®, PHRca®

Position: Senior Manager of People & Culture

As Senior Manager of People & Culture, Stacy oversees all aspects of the firm’s Human Resources including employee relations, talent acquisition, training and development, liaising with other departments on internal communications and compliance with state and federal employment laws to name a few. She plays an integral role in strategizing and supporting management navigate the many organizational changes and decisions that come with a growing company.

Stacy came on board towards the end of 2020 at a time when HoyleCohen had recently added its fourth (and first outside of California) location and had grown a team of over 50. Her background includes 20 years of experience in the financial industry, and 15+ in progressive human resources management including 10 years as Executive Director of the CFA Society San Diego.

Stacy holds a BS in Business Administration from CSU San Marcos, an MA in Organizational Leadership and an Executive Certificate in Public and Nonprofit Leadership from Brandman University and a host of other licenses and certifications.

In addition to an unquenchable thirst for learning, Stacy enjoys international travel, hiking, baking, and graphic design. She lives in Bloomington IN with her husband, and 4 dogs!

Stacy Love HoyleCohen Portrait

Stacy Love, SPHR®, PHRca®

Senior Manager of People & Culture

As Senior Manager of People & Culture, Stacy oversees all...

Sue Woodward Portrait HoyleCohen

Sue Woodward

Position: Senior Relationship Manager

Sue Woodward is a Senior Relationship Manager who serves many long term HoyleCohen clients, some for nearly 30 years! As such, 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.

Sue Woodward Portrait HoyleCohen

Sue Woodward

Senior Relationship Manager

Sue Woodward is a Senior Relationship Manager who serves many...

theresa wolner hoylecohen portrait

Theresa Wolner

Position: Marketing & Business Development Manager

Theresa Wolner is the Marketing and Business Development Manager for the firm. 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.

theresa wolner hoylecohen portrait

Theresa Wolner

Marketing & Business Development Manager

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

Troy-Waters-Portrait

Troy Waters, CFP®

Position: Chief Technology Officer, Managing Partner

Troy Waters is the Chief Technology Officer and a Managing Partner 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.

Troy-Waters-Portrait

Troy Waters, CFP®

Chief Technology Officer, Managing Partner

Troy Waters is the Chief Technology Officer and a Managing...

Ty-Summerlin-Portrait

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.

Ty-Summerlin-Portrait

Ty Summerlin, CFP®

Senior Wealth Advisor

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

HoyleCohen Portrait Vanessa Vigoren

Vanessa Gafencu

Position: Senior Client Operations Associate

As Senior Client Operations Associate Vanessa is responsible for ensuring a smooth stream of communications and processes between our Advisory Teams, Fund Managers, Custodians and Client Services Teams. She is fundamental in creating and managing interdepartmental processes related to investment maintenance, document management, information maintenance and our custodial relationships. Vanessa is also responsible for integrating technology flow into client service process to leverage our systems and build efficiencies.

Vanessa has 7+ years of project management experience, the last four at Spinnaker investment Group in Orange County, CA. She holds a bachelor’s degree in Fine Art from the University of San Diego (USD).

In addition to having lived in Paris, France and Perugia, Italy, she has lived in several regions of Southern California including San Diego, where she currently resides with her fiancé. In her spare time Vanessa enjoys traveling, skiing, music and mountain biking.

HoyleCohen Portrait Vanessa Vigoren

Vanessa Gafencu

Senior Client Operations Associate

As Senior Client Operations Associate Vanessa is responsible for ensuring...

Vanessa-Wieliczko-Portrait

Vanessa Wieliczko, CFA, CAIA, CFP®

Position: Chief Investment Officer, Partner

Vanessa Wieliczko is the Chief Investment Officer (CIO) and a Partner at HoyleCohen. As CIO, Vanessa leads the firm’s Investment Committee, helping to define future growth and development of investment management strategies. 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 also 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 three young boys.

Vanessa-Wieliczko-Portrait

Vanessa Wieliczko, CFA, CAIA, CFP®

Chief Investment Officer, Partner

Vanessa Wieliczko is the Chief Investment Officer (CIO) and a...

Vernon-Eberly-Portrait

Vernon Eberly, CFP®

Position: Senior Financial Planner & Wealth Advisor

Vernon Eberly serves as a 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.

Vernon-Eberly-Portrait

Vernon Eberly, CFP®

Senior Financial Planner & Wealth Advisor

Vernon Eberly serves as a Wealth Advisor and Senior Financial...

Will HoyleCohen Portrait

William Caisido

Position: Salesforce Administrator

Will Caisido serves as Salesforce Administrator at HoyleCohen, bringing with him 5+ years of Salesforce Development and Design experience, most recently at Axos Bank.

In his role, Will is responsible for collaborating with the Director of Systems & Integration and others in operations and IT, in guiding digital transformation by bridging the gap between business & technology through Hoyle Cohen’s Salesforce platform. As Salesforce project lead, Will works closely with key stakeholders to understand business needs, architects scalable software systems, automates complex business processes, building testing and auditing the right product features to maximize business value, provides valuable insights by visualizing data in Reports and Dashboards, manages integrations between other software systems and Salesforce and maintains comprehensive and relevant documentation of all Salesforce Processes.

He is also responsible for implementing new business processes and procedures, managing our company’s client data, providing regular training to users on new and existing Salesforce functionality, onboarding all new users, helping our teams stay efficient and advocating for best practices that create frictionless client experiences

Will HoyleCohen Portrait

William Caisido

Salesforce Administrator

Will Caisido serves as Salesforce Administrator at HoyleCohen, bringing with...

Search by first name:

HoyleCohen Alex Garofalo Portrait

Alex Garofalo, MBA

Position: Senior Relationship Manager

Alex Garofalo serves as a Senior Relationship Manager at HoyleCohen, bringing with him 9+ years of financial services experience, most recently at Wells Fargo Advisors.

In his role, Alex is responsible for supporting Kathy Siriwan and her advisory clients, acting as her primary Relationship Manager. Alex will serve as the clients’ point of contact, championing the client relationship by responding to client inquiries, managing client communications, paperwork and data, coordinating client meetings, and facilitating financial transactions. His tenacity, outstanding interpersonal skills, and attention to detail make him an exceptional member of the HoyleCohen team.

In his spare time, Alex enjoys reading, listening to music, and playing the drums (he was a major label executive in his first career). He also enjoys volunteering for a local animal rescue.

HoyleCohen Alex Garofalo Portrait

Alex Garofalo, MBA

Senior Relationship Manager

Alex Garofalo serves as a Senior Relationship Manager at HoyleCohen,...

HoyleCohen Chase Campbell Portrait

Chase Campbell, CFP®

Position: Associate Wealth Advisor

Chase Campbell, CFP®, serves as an Associate Wealth Advisor at HoyleCohen, bringing with him 5+ years of financial services experience. He graduated with a Bachelor’s Degree from California State University, Northridge, went on to earn his CFP designation from NYU, and is currently an active member of the Financial Planning Association.

In his role, Chase is responsible for working closely with clients to help them achieve their financial goals, following high standards of business and professional ethics, as well as legal and regulatory requirements. He works with the team’s senior advisors to develop sound client-centric strategies, foster a unique client experience,  and find and cultivate new  prospects. His drive and commitment to upholding ethics and engaging in professional development make him an outstanding member of the HoyleCohen team.

In his spare time, Chase enjoys all outdoor activities, particularly hiking, golfing, snowboarding, and riding his motorcycle. He’s also an avid skydiver and a member of the United States Parachute Association.

 

HoyleCohen Chase Campbell Portrait

Chase Campbell, CFP®

Associate Wealth Advisor

Chase Campbell, CFP®, serves as an Associate Wealth Advisor at...

Katherine-Siriwan-Portrait

Katherine Siriwan, CFP®

Position: Senior Wealth Advisor

Kathy Siriwan is a Wealth Advisor and Senior Portfolio Manager for the firm. 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.

Katherine-Siriwan-Portrait

Katherine Siriwan, CFP®

Senior Wealth Advisor

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

HoyleCohen Kelly Heath Portrait

Kelly Heath

Position: Senior Relationship Manager

Kelly Heath serves as a Senior Relationship Manager at HoyleCohen, bringing with her 8+ years of financial services experience, most notably at JP Morgan Securities.

In her role, Kelly is responsible for supporting the Senior Advisors in our Santa Monica office, and their advisory clients. She serves as their clients’ point of contact, championing the client relationship by responding to client inquiries, managing client communications, paperwork and data, coordinating client meetings, and facilitating financial transactions. Her attention to detail, technical experience, and commitment to ensuring stellar client satisfaction make her an exceptional member of the HoyleCohen team.

In her spare time, Kelly enjoys going to the beach, traveling, cooking, and running. Additionally, she serves as an active volunteer for A Place Called Home, a nonprofit that provides a safe, nurturing environment with proven programs in arts, education and wellness for the young people in South Central Los Angeles with the central goal of helping them improve their economic conditions and develop fulfilling lives.

HoyleCohen Kelly Heath Portrait

Kelly Heath

Senior Relationship Manager

Kelly Heath serves as a Senior Relationship Manager at HoyleCohen,...

Kevin-Costopoulos-Portrait

Kevin Costopoulos

Position: Associate Financial Planner

Kevin Costopoulos serves as an Associate Financial Planner at HoyleCohen. In this role, 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.

Kevin-Costopoulos-Portrait

Kevin Costopoulos

Associate Financial Planner

Kevin Costopoulos serves as an Associate Financial Planner at HoyleCohen....

Kittiwat-Sripom-Portrait

Kittiwat Sripom, CFP®

Position: Portfolio Manager

Kittiwat Sripom is a Trading and Technology specialist who works out of our Santa Monica office. 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.

Kittiwat-Sripom-Portrait

Kittiwat Sripom, CFP®

Portfolio Manager

Kittiwat Sripom is a Trading and Technology specialist who works...

Peter-Mueller-Portrait

Peter Mueller, MBA, CFP®

Position: Senior Wealth Advisor, Managing Partner

Peter Mueller is a Managing Partner and Senior Wealth Manager at HoyleCohen. 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.

Peter-Mueller-Portrait

Peter Mueller, MBA, CFP®

Senior Wealth Advisor, Managing Partner

Peter Mueller is a Managing Partner and Senior Wealth Manager...

Rita-Robbins-Portrait

Rita Robbins

Position: Client Experience Coordinator

Rita Robbins is the Client Experience Coordinator 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.

Rita-Robbins-Portrait

Rita Robbins

Client Experience Coordinator

Rita Robbins is the Client Experience Coordinator of HoyleCohen’s Santa...

Shirley-King-Portrait

Shirley King

Position: Senior Relationship Manager

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.

Shirley-King-Portrait

Shirley King

Senior Relationship Manager

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

Search by first name:

Chuck-Ebersole-Portrait

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

Position: Senior Wealth Advisor, Legacy Wealth 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).

Chuck-Ebersole-Portrait

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

Senior Wealth Advisor, Legacy Wealth Coach

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

Ismar-Zildzic-Portrait

Ismar Zildzic

Position: Wealth Advisor

Ismar Zildzic is a Wealth Advisor who works mainly 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, reviews client portfolios and makes allocation recommendations. He is especially 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. He enjoys spending his free time with his wife and young daughter exploring Lake Tahoe, hiking, and skiing. He has also developed a love for woodworking and often undertakes projects in his garage.

Ismar-Zildzic-Portrait

Ismar Zildzic

Wealth Advisor

Ismar Zildzic is a Wealth Advisor who works mainly in...

Kathy-Bazzocco-Portrait

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 eight 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.

Kathy-Bazzocco-Portrait

Kathy Bazzocco

Senior Relationship Manager

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

Search by first name:

Derek Taddei Portrait

Derek S. Taddei

Position: Relationship Manager & 401k Specialist

Derek Taddei serves as a financial analyst and 401k specialist for the firm. His primary responsibilities include participating in the managed securities research subcommittee, which is the backbone of the investment selection process for participant directed retirement plans and coordinating the firm’s investment service with participant directed retirement plan sponsors. He liaises and advises Plan Sponsors with Recordkeepers, Administrators, Custodians, and other professional service firms engaged by, or needing to be engaged by our plan sponsor clients.

Derek has 8+ years of financial industry experience, joining Stellar Capital Management in 2013 as an intern, transitioning through different roles and gaining a deep understanding of the business, which led to his current role with research and retirement plans. He is a member of the Central Arizona Estate Planning Council and the Western Pension & Benefits Council.

Derek was a college student-athlete playing Division I and Division II Men’s Soccer. He has served as a Soccer Coach for the Sunshine League, a sports program for special needs children and adults, and volunteered for various non-profit organizations behind the scenes during fund raising events.

Derek Taddei Portrait

Derek S. Taddei

Relationship Manager & 401k Specialist

Derek Taddei serves as a financial analyst and 401k specialist...

James Cooney Portrait

James P. Cooney

Position: Senior Technical Analyst

James functions as a senior technical analyst and portfolio administrator out of the Arizona office. As such his primary responsibilities include helping to manage the firm’s technology infrastructure with respect coordinating multiple software programs with the needs of the Investment Committee, Operations, and the firm’s clients. In addition, he manages the firm’s interface with various custodians.

James brings over 10 years of financial industry experience to the firm. Prior to joining Stellar Capital Management in 2017, he began his career at Charles Schwab as an Investment Broker later transitioning to a Financial Analyst role.

James holds a BS in Finance and Economics along with a Master of Science in Business Analytics from Grand Canyon University. He currently volunteers as an assistant varsity soccer coach for his alma mater, Brophy College Prep, and has done so since 2014.

James Cooney Portrait

James P. Cooney

Senior Technical Analyst

James functions as a senior technical analyst and portfolio administrator...

John Reimer Portrait

John Reimer, CFA

Position: Senior Portfolio Manager

John Reimer is a Senior Portfolio Manager for the firm. He also evaluates research  regarding investment opportunities and platforms and is a member of the firm’s Investment Committee. In these roles his primary responsibilities include managing the firm’s proprietary security valuation model and coordinating that analysis with the firm’s economic outlook to provide the Investment Committee with input on the relative value of individual securities and credit quality for securities followed by and being considered by the firm.

John has 25+ years’ experience in the investment and financial related fields and holds a BS degree in Finance from Arizona State University and an MBA from the University of Missouri, Kansas City. He is a CFA charter-holder, a member of the CFA Institute, the Phoenix CFA Society, the Central Arizona Estate Planning Council and a past member of the Los Angeles CFA and Kansas City CFA Societies. John is also a Board Member and past Treasurer of Rosie’s House, a music academy for children, a past member of the Men’s Art Council, a support organization for Phoenix Art Museum, and has served on the VinArte and Copperstate 1000 committees, two of the largest fundraisers for the museum.

John has been quoted in Pensions & Investments Magazine and The Arizona Republic and has offered lectures and educational seminars at schools across Arizona on the subjects of finance and investing.

John Reimer Portrait

John Reimer, CFA

Senior Portfolio Manager

John Reimer is a Senior Portfolio Manager for the firm....

R Carnegie HoyleCohen Portrait

Robert Carnegie, CFA, CFP®

Position: Senior Wealth Advisor

Robert (Bob) Carnegie has served as an advisor to HNW families for 15+ years, primarily working with entrepreneurs, business leaders, and people in transition due to a death or divorce. His experience has taught him that there is one essential element to any successful advisor-client relationship:  trust.

Bob establishes trust with his clients at the onset by making every effort to gain a deep understanding of each family’s unique situation. Working collaboratively with his clients, he helps them define and outline not only specific financial goals and challenges, but more importantly, personal and family values. With values forming the foundation, Bob can then provide prudent investment advice, implement thoughtful planning strategies, and deliver measurable results. Throughout every step in the process, he consistently demonstrates how much he cares about the families he serves.

Bob earned the Chartered Financial Analyst (CFA) designation and is a Certified Financial Planner™ (CFP®). He is a member of the FPA of Greater Phoenix, CFA Society Phoenix, and the Estate Planning Councils of Central Arizona and the East Valley. Before relocating to Arizona, Bob was an active community member in his hometown of Pittsburgh, serving as a board member of the Pittsburgh Botanic Garden and a graduate of the Pittsburgh Leadership Development Initiative. A lover of the outdoors and an avid visitor of our national parks, Bob looks forward to exploring all that the Southwest has to offer with his wife and two children.

R Carnegie HoyleCohen Portrait

Robert Carnegie, CFA, CFP®

Senior Wealth Advisor

Robert (Bob) Carnegie has served as an advisor to HNW...

Sheryl L. Rayner

Position: Fiduciary Relationship Manager

Sheryl Rayner plays several essential roles in the Arizona office. Her main responsibilities include that of Senior Relationship Manager, where she maintains some of the longest and deepest client relationships through administering and managing their accounts, moving money for investments, and handling portfolio related questions. As Director of Fiduciary Services, Sheryl develops and manages the complex relationships between the office’s Fiduciary/Conservator Clients and their Custodians.

Sheryl began her career in the financial services industry in 1994 and joined S.J.Taddie, Inc. Investment Counsel in 1998. Sheryl remained with Steve Taddie and played a key role in the formation and development of Stellar Capital Management. She has over 25 years of experience in operations and administration and has been involved in Phoenix RIA Compliance Roundtable for over 10 years.

Sheryl holds a BA degree in Philosophy, magna cum laude, from Arizona State University. She is a founding Board Member and former Vice President and Treasurer of EducAid International, an organization dedicated to promoting and providing education and health care to the world’s most underserved communities. She is a founding Board Member, Past President and former Treasurer of the Women’s Metropolitan Art Council, a support organization of Phoenix Art Museum, and she served as co-chair of both the Programming and Development Committees. She was an active member of her local PTA and has worked with both the Foundation for Burns and Trauma and the Foothills Foundation.

Sheryl L. Rayner

Fiduciary Relationship Manager

Sheryl Rayner plays several essential roles in the Arizona office....

HoyleCohen Sofia Kahn Portrait

Sofia Khan

Position: Relationship Manager & Office Administrator

Sofia Khan serves as a Relationship Manager and Office Administrator at HoyleCohen, bringing with her 10+ years of financial services experience, most recently at Simplicity Scottsdale.

In her current roles, Sofia is responsible for managing all administrative and front-office duties for the Phoenix office, while serving as the office’s visitor point of contact. Sofia also supports our clients as a Relationship Manager, answering inquiries, preparing communications, forms, and packages, managing paperwork and data, coordinating meetings, and facilitating financial transactions.

In her spare time, Sofia enjoys taking road trips, with a bucket list goal of visiting all U.S. national parks. She also enjoys camping, hiking, kayaking, and horseback riding.

HoyleCohen Sofia Kahn Portrait

Sofia Khan

Relationship Manager & Office Administrator

Sofia Khan serves as a Relationship Manager and Office Administrator...

Steve Taddie Portrait

Stephen J. Taddie, CBE, CFM

Position: Senior Wealth Advisor, Managing Partner

Steve Taddie was the co-founder and Managing Partner of Stellar Capital Management which merged with HoyleCohen in 2020. Steve has over 30 years of professional experience in the investment field, specializing in establishing economic outlook and forecasting and leading teams that provide custom-tailored management of stock and bond portfolios and provide investment fiduciary work for employer sponsored retirement plans. Steve’s background includes working with a select group of clients ranging from publicly traded corporations, government entities, and Native American Indian Tribes, to high net worth individuals and families across the country. He is frequently asked to speak on economic and investment management trends, has authored numerous articles and has often been quoted on the same subjects.

Steve holds a BS in Business and Economics from Lehigh University, and an MBA from the University of Phoenix. He has earned The Certified Business Economist™ (CBE™), which is the certification in business economics, and data analytics developed and owned by the National Association for Business Economics (NABE), and the Certified Financial Manager (CFM), which is the certification in financial management issued by the Merrill Lynch Institute, Donald T. Regan School of Advanced Financial Management.

Steve is a member of the National Association for Business Economists (NABE), a Panelist for the Bloomberg Economic Forecast (National), the NABE Outlook (National) and NABE Financial Industry Roundtable, the Western Blue Chip Economic Panel, the Arizona Blue Chip Economic Panel, and a member of the Arizona Legislative Finance Advisory Committee. He is a member and Past President of the Arizona Economic Round Table, a member and Past President of the Central Arizona Estate Planning Conference, a member of the CFA Institute and the Phoenix CFA Society, an Arbitrator for FINRA, and a member of Focus on European Art. He is a past member of the Economic Club of Phoenix, the Western Pension & Benefits Conference, Arizona Town Hall, and the Madison School District Financial Oversight Committee. He has served on the Executive Board of the Desert Botanical Gardens Foundation, the Advisory and Executive Boards of the Foundation for Burns & Trauma, the Executive Boards for the Foothills Foundation, the Phoenix Camelback Rotary Club, and the Finance Committee for the Desert Botanical Gardens. He has also volunteered with Junior Achievement and coached youth sports teams.

Steve Taddie Portrait

Stephen J. Taddie, CBE, CFM

Senior Wealth Advisor, Managing Partner

Steve Taddie was the co-founder and Managing Partner of Stellar...

SCHEDULE A COMPLIMENTARY CONSULTATION

Your wealth journey begins here, with us...

Pin It on Pinterest

Share This