My path as a financial advisor began when I realized my family needed help planning for their financial future. After looking into the financial solutions available, it became clear to me that almost everyone would benefit from having a financial advisor watch out for them like family. Edward Jones values align perfectly with this philosophy.
I was raised in Albuquerque, NM, where I attended the University of New Mexico, which awarded me a BA in entrepreneurial studies and a dual MBA in operations management and management of technology. After opening a business for myself, I realized that I would rather use my passion to help others realize their dreams of not outliving their money.
I have earned the Accredited Asset Management Specialist designation, which allows me to focus on helping clients with complex financial situations. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My branch office administrator, Sheri Lewis, has over 20 years in the industry and is the rock in our office. Her welcoming nature has shone through to all of our clients, as well as the personal touch we have prided ourselves on.
I have made my home here in San Diego servicing the La Mesa community. Determining the "WHY" is most important to understanding how you will be able to achieve your goals. Using a well-developed process, I focus on getting to know clients on a personal level, which allows me to provide you and your family with the appropriate solutions available.
I take pride in working with individuals and businesses alike to help educate and guide you through the jungle that can be the financial industry. You deserve to understand what is happening with your future and I strive to answer your questions and concerns. Remember, it is never too early to start saving.
CA Ins License #: 0C24309
President, Financial Advisor
Heidi, Owner of Dermalilly Salon, received her Aesthetician license from California Hair Design and Academy in 2003. Prior to establishing Dermalilly in 2010, she worked as a freelance makeup artist throughout San Diego. Heidi is eager to offer her exquisite skincare services as Dermalilly continues to grow. Dermalilly was created with a vision and passion to improve skin organically and naturally.
Office: 619-320-5414 E-mail:
Coming from a multi-generational line of insurance agents dating back to the early 1900s, when I say that helping people protect their legacy is a passion for me, I mean it literally runs in my blood. Just ask my great grandfather, Nelson Birkholm, who opened his own insurance agency over 120 years ago.
Today, I run an insurance practice with New York Life Insurance Company. I believe my passion for people along with an intuitive and analytical mind makes me incredibly apt to listen to, empathize, and tailor-make solutions of all kinds for my diverse client family.
Contact: (626) 215-2682
Life, Disability, Long term care insurance
My 10 years of experience in the mortgage, finance, and accounting industry helps me strategize with my clients for their best long-term lending options. I love working with iServe because of their dieverse investor & lending options including VA, FHA, & USDA and their commitment to fast, efficient, common-sense lending practices.
Office: 619-718-2207 E-mail:
Treasure, Mortgage Broker
James holds a Bachelor’s of Science degree from East Carolina University in Exercise Sport Science with a concentration as a Health Fitness Specialist. While attending college, James worked as a Group Fitness Instructor, Fitness Advisor, and Team Leader for East Carolina’s Recreation and Wellness Center and is certified through the National Strength and Conditioning Association (NSCA) as a Certified Strength and Conditioning Specialist (CSCS) and is endorsed by the American Council of Sports Medicine (ACSM) as a Health Fitness Specialist (HFS).
Office: 609-532-7211 E-mail:
Man of arms, Personal Trainer
Account On Me for all of your accounting needs! With over 15 years experience in accounting, it is my goal to offer small businesses a detailed and personalized service that takes away the burden of the cumbersome day-to-day bookkeeping and accounting tasks. I want you to focus on what you do best, which is running and growing your business. We know how important your business is and we customize services to personally fit your needs at an affordable price.
Office: 619-961-9417 E-mail:
Secretary, Book Keeper
An immigration law firm with passionate, experienced, and accessible
attorneys committed to finding immigration solutions for you and your family. Considering the partners' years of immigration law experience, diverse backgrounds and commitment to the community, Loftin and Masri, APC is uniquely positioned to assist clients with complex immigration issues.
Loftin and Masri, APC strongly believes everyone should have equal access to the law.
Office: 619-786-6359 E-mail:
Dr. Cecilia Park is a member of the Blair Chiropractic Society and a practitioner of the Blair Upper Cervical Chiropractic Technique. She received her undergraduate education from the University of Los Angeles, California and her doctorate from Life Chiropractic College West where she graduated magna cum laude with clinical honors as an intern. She received special recognition from the Blair Chiropractic Society for her contributions as a student, including founding the Blair Student Club, which continues to enrich students to this day. In addition, she is one of the few chiropractors proficient in the Joint Clearing Technique, which is effective in helping patients with problems in the extremities.
Commercial Banking Officer of Torrey Pines Bank
Let us help you with your personal and small business banking and loan needs!
Office: (858) 259-5383 E-mail:
9280 Clairemont Mesa Blvd, San Diego, CA 92123
Membership Chair, Banker
As your local Farmers® agent in San Diego, CA, I help customers like you identify the insurance coverage that best fits your needs. This process is straightforward and personalized to help make you smarter about insurance. I have the knowledge and experience to help you better understand your coverage options--whether that's auto, home, renters, business insurance, and more.
Office: (858) 453-5400 E-mail:
Thanks to our hard work, dedication to quality, personal service, and my incredible clients I have been able to grow Extreme Painting to the successful and reputable company it is today.
My company is licensed under the California Contractors Board, fully insured and bonded, and have workers comp. Lic. # 1017414. All of my employees are legally authorized to work in the United States. We do commercial and residential painting in all types of buildings. We specialize in historical buildings, lead removal, stucco repair, epoxy floors, lacquer finish, cabinet refinishing, any kind of stain, faux finish, etc.
Office: 619-988-2429 E-mail:
After years in private aviation and acting as a part time assistant to realtors and brokers, Jason leapt. He combined his passion for house hunting and customer service to build his own brand. In doing so, Jason discovered his purpose in helping others buy their first homes - to selling the family heirloom. Jason operates from the heart and represents trustworthiness and honesty.
Tanya Zlock is a health insurance broker who works with all carriers (Blueshield, United health Care, Cigna, Kaiser, etc.)in the state of California both directly and via Covered California to help assistant with individuals, families, and groups to find the best plan that meets both needs and budget.
Tanya knows and believes that everyone deserves to have healthcare. She takes all the time necessary to get to know each clients individual needs and then working with their budget to get them into the correct plan.
Tanya has made many accomplishments all leading her to the field of healthcare. Graduating with a B.S. in Psychology and B.A. in Criminology, she then continued into receiving her masters in neuroscience, ultimately leading Tanya to California for medical school. She ended up on bedrest with twins she carried for family friends; while on bedrest she began her career in health insurance which ultimately lead her to stop medical school and be able to pursue helping people not only get into a health insurance plan, but continue to work with them in educated how the plans work and changing their plans as life changes happen.
Tanya is a licensed Health & Life agent in California; CA License: 0K88826
Please contact Tanya Zlock at mobile: (612)817-2964 email:
Health & Supplemental insurance
One of San Diego's top stylists, Cody is a Master Barber/Stylist with 39 years experience, specializing in the most complicated hair challenges. Using the hairs natural growth patterns and tendencies, Cody will create an effortlessly complimentary style unique to your specific hair needs. With the understanding that you have better things to do with your time than fuss with your locks, come see why he is known around the country as The Mane Tamer. Guaranteed, you will Love it, whether you like it or not.
Tiffany Stansfield Graduated Concord Career Institute 2005 with study in multiple modalities of Massage Therapy. Passing her National Certification soon there after she was then hired at Water and Sports Physical Therapy, where she has works closely with patients, chiropractors and physical therapists to broaden her field of professional therapy. Her areas of expertise include sports therapy, thai massage, deep tissue, A.R.T., injury rehabilation, neuromuscular therapy, myofascial release, active muscle pumping, Swedish and pregnancy massage. She utilizes these techniques to provide the therapeutic massage you need.
” I got into massage therapy to help others. Witnessing the effects of bodywork makes me confident that, with the right application of massage modalities, the body holds the ability to truly heal itself. It takes individual awareness to maintain a healthy body and mind. Massage is Maintenance for the One Body you have your Whole Life.”
Contact Tiffany Stansfield:
Digital Marketing Specialist working with San Diegan companies for the past 10 years. Skilled in Digital Marketing Strategy, Search Engine Optimization, Event Management, Social Media Strategy, and Website Development.
Coming soon, but for now just know that he is truly the best!