Share

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!

Matthew R. Adams
Lead Advisor
CFP®, CPA, CDFA®
Read Bio
CAITLIN M. ARCINIEGA san diego
Caitlin M. Arciniega
Marketing Specialist
Read Bio
Alana Asmussen CFA CFP | Lead Advisor & Principle | D&Y Wealth San Diego
Alana C. Asmussen
Lead Advisor, Principal
CFA, CFP®
Read Bio
Dianne Balderas Certified Financial Planner CFP | D&Y Wealth San Diego
Dianne J. Balderas
Client Service Specialist
CFP®
Read Bio
Eryn Bannarbie | Executive Assitant | Dowling & Yahnke San Diego
Eryn S. Bannarbie
Executive Assistant
Read Bio
Will Beamer | CFA CFP Principle | D&Y Wealth Advisors San Diego
William G. Beamer
President, Chief Investment Officer, Principal
CFA, CFP®
Read Bio
Mike Brown | CFA CFP CPA MBA | D&Y Wealth Advisors San Diego
Michael S. Brown
Lead Advisor, Principal
CFA, CFP®, CPA
Read Bio
Jesús Bustamante | IT Technician | D&Y Wealth Advisors San Diego
Jesús Bustamante
IT Technician
Read Bio
Dianne Cabrera | Executive Assistant | D&Y Wealth Advisors San Diego
Dianne L. Cabrera
Executive Assistant
Read Bio
Hope Carlson | Lead Advisor | D&Y Wealth Advisors San Diego
Hope Carlson
Lead Advisor
Read Bio
Tina Cetrone | Administrative Assistant | D&Y Wealth San Diego
Tina M. Cetrone
Administrative Assistant
Read Bio
Andrew J. Christopher
Lead Advisor
Read Bio
Joe Cornwall MCP | IT Manager | D&Y Wealth Advisors San Diego
Joe J. Cornwall
IT Manager
MCP
Read Bio
Hunter Daniel | CFP CFA | D&Y Wealth Advisors San Diego
Hunter P. Daniel
Portfolio Management Analyst
CFA, CFP®
Read Bio
Ana Diaz | CFP CFA Lead Advisor | D&Y Wealth Advisors San Diego
Anna E. Diaz
Lead Advisor
CFP®, CPWA®, CEPA
Read Bio
Jillian Dotterweich | Admin Assistant | D&Y Wealth Advisors San Diego
Jillian L. Dotterweich
Administrative Assistant
Read Bio
Alex Dunn | Office & Administration Manager | D&Y Wealth San Diego
Alexandra M. Dunn
Office & Administration Manager
Read Bio
MaryAnne Dunning | Administrative Assistant | D&Y Wealth San Diego
MaryAnn Dunning
Administrative Assistant
Read Bio
Jake Erlendson | CFA, CFP Lead Advisor | D&Y Wealth San Diego
Jake T. Erlendson
Lead Advisor
CFA, CFP®
Read Bio
Kelly Feldmann | CFP Financial Planner | D&Y Wealth San Diego
Kelly A. Feldmann
Financial Planner
CFP®
Read Bio
Lauren F. Fishman
Executive Assistant
Read Bio
Joel Flood | CISSP Information Security Analyst | D&Y Wealth San Diego
Joel P. Flood
Information Security Analyst
CISSP
Read Bio
Christine Foust | Executive Assistant | D&Y Wealth Advisors San Diego
Christine M. Foust
Executive Assistant
Read Bio
Jeffrey Gohsler | CFA Portfolio Management Analyst | D&Y Wealth SD
Jeffrey M. Gohsler
Portfolio Management Analyst
CFA
Read Bio
Theresa Grant | Business & HR Specialist | D&Y Wealth San Diego
Theresa L. Grant
Business & HR Specialist
Read Bio
Staci Harris | Client Service Manager | D&Y Wealth Advisors San Diego
Staci L. Harris
Client Service Manager
Read Bio
Kristin Hughson | Client Service Assistant | D&Y Wealth San Diego
Kristin Hughson
Client Service Assistant
Read Bio
Karen Johnson | Receptionist | D&Y Wealth Advisors San Diego
Karen A. Johnson
Receptionist
Read Bio
Kathleen Keleher | Executive Assistant | D&Y Wealth Advisors San Diego
Kathleen E. Keleher
Executive Assistant
Read Bio
Aria Krumwiede | CFA, CFP Lead Advisor | D&Y Wealth Advisors San Diego
Aria K. Krumwiede
Lead Advisor
CFA, CFP®
Read Bio
Michelle Lares | Business Systems Specialist | D&Y Wealth San Diego
Michelle Lares
Business Systems Specialist
Read Bio
Timothy Lee | CFP Paraplanner | D&Y Wealth Advisors San Diego
Timothy J. Lee
Paraplanner
CFP®
Read Bio
Tyler Mendez | Office Services Assistant | D&Y Wealth Advisors
Tyler K. Mendez
Office Services Assistant
Read Bio
Mark Munoz | Chief Operating Officer, Principal | D&Y Wealth Advisors
Mark J. Muñoz
Chief Operating Officer, Principal
Read Bio
Larry Nakamura IACCP | Chief Compliance Officer | D&Y Wealth Advisors
Larry T. Nakamura
Chief Compliance Officer, Director of Client Service
IACCP®
Read Bio
Erik Nelson | CFP Financial Planner | D&Y Wealth Advisors San Diego
Erik H. Nelson
Financial Planner
CFP®
Read Bio
Franklin Pang | Portfolio Management Analyst | D&Y Wealth Advisors
Franklin Y. Pang
Portfolio Management Analyst
Read Bio
Brett Pernican | CFA, CFP, CDFA, CHFC, CLU | D&Y Wealth Advisors SD
Brett R. Pernicano
Lead Advisor, Principal
CFA, CFP®, CDFA®, ChFC®, CLU®
Read Bio
Olivian Pitis | CFA CFP AIFA Lead Advisor | D&Y Wealth Advisors SD
Olivian T. Pitis
Lead Advisor
CFA, CFP®, AIFA®
Read Bio
Nereida Ramos | Client Service Assistant | D&Y Wealth Advisors SD
Nereida Ramos
Client Service Specialist
Read Bio
Gregory Richardson | CFP MPAS Lead Advisor, Principal | D&Y Wealth SD
Gregory J. Richardson
Lead Advisor, Principal
CFP®, MPAS℠
Read Bio
Benjamin Schiwitz | Client Service Specialist | D&Y Wealth Advisors SD
Benjamin G. Schiwitz
Client Service Specialist
Read Bio
Ryan Sweeney | Client Service Specialist | D&Y Wealth Advisors SD
Ryan P. Sweeney
Client Service Specialist
Read Bio
Lauren Treadwell | Client Service Specialist | D&Y Wealth Advisors SD
Lauren M. Treadwell
Client Service Specialist
Read Bio
Kendrick Uyeda | Portfolio Management Analyst | D&Y Wealth Advisors SD
Kendrick A. Uyeda
Portfolio Management Analyst
Read Bio
Elias Vera | CFA CFP Portfolio Management Analyst | D&Y Wealth SD
Elias F. Vera
Portfolio Management Analyst
CFA, CFP®
Read Bio
Grant Webster | CFP CDFA Lead Advisor | D&Y Wealth Advisors San Diego
Grant A. Webster
Lead Advisor
CFP®, CDFA®
Read Bio
Mark Wernig | CFP Lead Advisor Principal | D&Y Wealth Advisors SD
Mark Wernig
Lead Advisor, Principal
CFP®
Read Bio
Dale Wahnke CEO | CFA, CFP Principal | D&Y Wealth Advisors San Diego
Dale E. Yahnke
Chief Executive Officer, Principal
CFA, CFP®
Read Bio

JOIN OUR TEAM

Are you passionate about providing industry-leading service to clients?

Learn More