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Matt Adams, Hope Carlson, Jake Erlendson, John Peters, and Grant Webster Promoted to Principals of Dowling & Yahnke Wealth Advisors

By on January 3, 2022
Categories: D&Y UPDATES
Documents: opens in a new windowDownload PDF PR_Promoted-to-Principal_Carlson_Webster_Adams_Erlendson_Peters.pdf

Dowling & Yahnke Wealth Advisors (the Firm or D&Y), currently managing over $5.7 billion of assets for more than 1,300 clients, is proud to announce that Matt Adams, CFP®, CPA, CDFA®; Hope Carlson, CFP®; Jake Erlendson, CFA, CFP®; John Peters, CFA; and Grant Webster, CFP®, CDFA® are promoted to Principals.

“We are thrilled to have Hope, Grant, Matt, Jake, and John join our talented and experienced group of business leaders,” stated Dale Yahnke, Chief Executive Officer and Principal. “These financial advisors represent some of the strong talent in our industry. Their client-centered dedication and specialized financial planning and investment knowledge have enabled them to develop deep, trusting relationships with high-net worth clients and professional partners.”

Matt Adams enjoys guiding clients through their own unique tax and estate planning strategy. With his CPA background, he approaches every client situation from a holistic financial planning perspective. This includes an in-depth look at tax driven concepts and ideas that can help clients make informed financial decisions in all aspects of their financial lives. Matt is active as a board member for the Mira Costa College Foundation.

Hope Carlson has a passion for making complex financial concepts understandable for all of her clients. She takes an empathic approach to planning, deeply listening to her clients’ aspirations and concerns. With significant experience in philanthropy, she also delights in helping clients structure their charitable giving. She is active in the San Diego community as a Board Member for the Harvard Business School Club of San Diego, as a Trustee on the Board of The La Jolla Playhouse, on the Planned Giving Advisory Council of Make-A-Wish® San Diego, and is the Membership Chair for Advisors in Philanthropy, San Diego Chapter.

Jake Erlendson has been an integral part of D&Y for 15 years, oversees the trading operations and is a key member of the Investment Committee. Jake has extensive experience providing clients with tax-efficient investment portfolios, and advice in the areas of tax and retirement planning. He is a member of the CFA Institute, the CFA Society of San Diego, Inc., and the Estate Planning Council of San Diego. Jake is actively involved with the San Diego Social Venture Partners.

John Peters has over twelve years of experience in the financial services industry. He enjoys working with clients to design investment strategies tailored to each client’s individual goals and circumstances. John is actively involved with several industry organizations including the Association for Corporate Growth (ACG), ACG NextGen, and the CFA Society of San Diego.

Grant Webster has over thirteen years of experience in the financial services industry. He is an avid writer on financial planning and investment topics and has been featured in numerous publications such as Forbes, The Wall Street Journal, and InvestmentNews. He received the great honor of “40 Under 40” by InvestmentNews, Class of 2019*.

About Dowling & Yahnke Wealth Advisors

Since 1991, Dowling & Yahnke has offered time-tested, objective financial planning advice and investment management services designed for the financial health of its clients. Located in San Diego, California, the Firm manages approximately $5.7 billion for more than 1,300 clients, primarily individuals, families, and nonprofit organizations.

 

*Disclosure: InvestmentNews accepted nominations of professionals from all sides of the financial advisory industry, including registered investment advisers, registered representatives, financial planners, brokers, insurance agents, certified public accountants, bank trust officers, firm executives and those working for industry organizations. Nominees’ eligibility for the 40 Under 40 list were based on the following criteria: accomplishment to date, contribution to the industry, leadership and promise. There was no fee to participate.

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