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D&Y PROFESSIONALS

We are not your typical financial advisors. We are your neighbors, friends, and fellow San Diegans. We will help you connect with an advisor who properly suits you and your needs. We are a very close-knit and collaborative team. When you partner with an advisor at D&Y, you gain access to the entire D&Y team and all the resources and knowledge our 50-plus person team brings to the office every day!

Head shot of Matt Adams
Matthew R. Adams
Lead Advisor, Principal
CFP®, CPA, CDFA®
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Dianne Balderas Certified Financial Planner CFP | D&Y Wealth San Diego
Dianne J. Balderas
Client Service Supervisor
CFP®
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Tye Barber Dowling and Yahnke Wealth Advisors
Tye Barber
Executive Assistant
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Will Beamer | CFA CFP Principle | D&Y Wealth Advisors San Diego
William G. Beamer
President, Chief Investment Officer, Principal
CFA, CFP®
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Lauren J. Blaney
Paraplanner
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Mike Brown | CFA CFP CPA MBA | D&Y Wealth Advisors San Diego
Michael S. Brown
Lead Advisor, Principal
CFA, CFP®, CPA
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Jesús Bustamante | IT Technician | D&Y Wealth Advisors San Diego
Jesús M. Bustamante
Information Security Analyst
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Dianne Cabrera | Executive Assistant | D&Y Wealth Advisors San Diego
Dianne L. Cabrera
Lead Executive Assistant
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Hope Carlson | Lead Advisor | D&Y Wealth Advisors San Diego
Hope Carlson
Lead Advisor, Principal
CFP®, CAP®
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Tina Cetrone | Administrative Assistant | D&Y Wealth San Diego
Tina M. Cetrone
Operations Assistant
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Chris A. Corradino
IT Desktop Support
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Ana Diaz | CFP CFA Lead Advisor | D&Y Wealth Advisors San Diego
Anna E. Diaz
Lead Advisor, Principal
CFP®, CPWA®, CEPA
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Jillian Dotterweich | Admin Assistant | D&Y Wealth Advisors San Diego
Jillian L. Dotterweich
Data Management Assistant
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Alex Dunn | Office & Administration Manager | D&Y Wealth San Diego
Alexandra M. Dunn
Data Management Manager
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MaryAnne Dunning | Administrative Assistant | D&Y Wealth San Diego
MaryAnn Dunning
Operations Assistant
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Jake Erlendson | CFA, CFP Lead Advisor | D&Y Wealth San Diego
Jake T. Erlendson
Lead Advisor, Principal
CFA, CFP®
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Thanjira W. Farrington
Associate Advisor
CFP®, CPA
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Kelly Feldmann | CFP Financial Planner | D&Y Wealth San Diego
Kelly A. Feldmann
Financial Planner
CFP®
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Head shot of Lauren Fishman
Lauren F. Fishman
Executive Assistant
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Joel Flood | CISSP Information Security Analyst | D&Y Wealth San Diego
Joel P. Flood
IT Manager
CISSP
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Christine Foust | Executive Assistant | D&Y Wealth Advisors San Diego
Christine M. Foust
Executive Assistant
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Jack N. Geise
Associate Advisor
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Jeffrey Gohsler | CFA Portfolio Management Analyst | D&Y Wealth SD
Jeffrey M. Gohsler
Portfolio Management Analyst
CFA
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Theresa Grant | Business & HR Specialist | D&Y Wealth San Diego
Theresa L. Grant
Business & Office Manager
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Tracy Guglielmo D&Y Wealth Advisors
Tracy Guglielmo
Executive Assistant
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Savannah F. Guy
Associate Advisor
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Robert Hanlon
Robert J. Hanlon
Lead Advisor
CFA, CPA
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Staci Harris | Client Service Manager | D&Y Wealth Advisors San Diego
Staci L. Harris
Director of Operations
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Dana Hatfield D&Y Wealth Advisors
Dana L. Hatfield
Executive Assistant
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Brian Hebert Dowling & Yahnke
Brian R. Hebert
Associate Financial Planner
CPA
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Chris Johnson Dowling & Yahnke Wealth Advisors
Chris M. Johnson
Lead Advisor, Principal
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Karen Johnson | Receptionist | D&Y Wealth Advisors San Diego
Karen A. Johnson
Receptionist
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Kathleen Keleher | Executive Assistant | D&Y Wealth Advisors San Diego
Kathleen E. Keleher
Executive Assistant
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Andy Kim
Portfolio Management Analyst
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Timothy Lee | CFP Paraplanner | D&Y Wealth Advisors San Diego
Timothy J. Lee
Financial Planner
CFP®
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Carsten Lester, Dowling & Yahnke Wealth Advisors
Carsten E. Lester
Client Service Specialist
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CAITLIN M. ARCINIEGA san diego
Caitlin M. McClelland
Marketing Specialist
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Andy McNamara
Andy McNamara
Financial Planner
CFP®, CPWA®, CEPA
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Tyler Mendez | Office Services Assistant | D&Y Wealth Advisors
Tyler K. Mendez
Office Services Assistant
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Kassi Miller Dowling and Yahnke Wealth Advisors
Kassandra A. Miller
Client Service Specialist
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Mark Munoz | Chief Operating Officer, Principal | D&Y Wealth Advisors
Mark J. Muñoz
Chief Operating Officer, Principal
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Erik Nelson | CFP Financial Planner | D&Y Wealth Advisors San Diego
Erik H. Nelson
Director of Financial Planning
CFP®, CPWA®
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Franklin Pang | Portfolio Management Analyst | D&Y Wealth Advisors
Franklin Y. Pang
Portfolio Management Analyst
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Brett Pernican | CFA, CFP, CDFA, CHFC, CLU | D&Y Wealth Advisors SD
Brett R. Pernicano
Lead Advisor, Principal
CFA, CFP®, CDFA®, CEPA, ChFC®, CLU®
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John Peters Dowling and Yahnke Wealth Advisors
John M. Peters
Lead Advisor, Principal
CFA
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Nereida Ramos | Client Service Assistant | D&Y Wealth Advisors SD
Nereida Ramos
Client Service Specialist
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Gregory Richardson | CFP MPAS Lead Advisor, Principal | D&Y Wealth SD
Gregory J. Richardson
Lead Advisor, Principal
CFP®, MPAS℠
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Allen Scott Dowling & Yahnke Wealth Advisors
Allen L. Scott
Executive Assistant
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Kate Spitters
Sr. Administrative Assistant
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Michael N. Strauss
Lead Advisor
CFP®
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Ryan Sweeney | Client Service Specialist | D&Y Wealth Advisors SD
Ryan P. Sweeney
Client Service Specialist
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Lauren Treadwell | Client Service Specialist | D&Y Wealth Advisors SD
Lauren M. Treadwell
Client Service Specialist
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Kendrick Uyeda | Portfolio Management Analyst | D&Y Wealth Advisors SD
Kendrick A. Uyeda
Portfolio Management Analyst
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Elias Vera | CFA CFP Portfolio Management Analyst | D&Y Wealth SD
Elias F. Vera
Portfolio Management Analyst
CFA, CFP®
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Grant Webster | CFP CDFA Lead Advisor | D&Y Wealth Advisors San Diego
Grant A. Webster
Lead Advisor, Principal
CFP®, CDFA®
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Mark Wernig | CFP Lead Advisor Principal | D&Y Wealth Advisors SD
Mark Wernig
Co-Chief Executive Officer, Principal
CFP®
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T. Joseph Wheelwright
Associate Advisor
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Dale Wahnke CEO | CFA, CFP Principal | D&Y Wealth Advisors San Diego
Dale E. Yahnke
Co-Chief Executive Officer, Principal
CFA, CFP®
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Emily Zerbato, Dowling & Yahnke Wealth Advisors
Emily R. Zerbato
Chief Compliance Officer
IACCP®
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