How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Dan Callan, MBA

Portfolio Manager



My career in the investment business began while I was an Economics major at the University of CA, San Diego. I interned at Prudential Securities and accepted a position with them when I graduated in June 1999, which turned out to be a...

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Kara Marquez, CFP®

Financial Advisor



I am originally from a small town in Upstate New York called Sodus. I attended American University in Washington, DC. Upon graduation in 2000, I joined a venture capital firm, TVM Capital, in San Francisco. It was in this dynamic and...

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Michael Behner




Born and raised in San Diego, I come from a third generation San Diego family. The Navy originally brought the Behner family to San Diego with my great grandfather serving as Rear Admiral stationed on North Island. My grandfather...

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