Putting
people first.
Get to know our leadership team
Leadership at the Carlsbad office is dedicated to doing good for our clients, employees and community.
I have been a San Diegan since 1991, and can't imagine a better place to live with my wife Liesa, and to raise my four children, Payton, Jaxson, Andersen and Hudsen. A University of Kentucky graduate (GO CATS!), I specialize in helping young families like my own plan for their personal and financial futures, and...
I have been a San Diegan since 1991, and can't imagine a better place to live with my wife Liesa, and to raise my four children, Payton, Jaxson, Andersen and Hudsen. A University of Kentucky graduate (GO CATS!), I specialize in helping young families like my own plan for their personal and financial futures, and in helping those nearing retirement transition into their next financial stage.
Emily Mitchell
Director of Recruitment
Liesa Balfour
Director of Operations