CONNECT

Address:

1160 Marsh St
Suite 200
San Luis Obispo, CA 93401

Phone:

Direct: 805-782-6641,Toll-Free: 877-344-3817

Fax/Other:

805-546-8998

Our Team

 

Bradley J. Goodwin
Managing Director - Investments
Senior PIM Portfolio Manager    
 
Brad has 20 years of experience in the financial services industry. He holds the Series 7, 31, 63, and 65 registrations, as well as CA insurance license #0B67513. Brad is part of a select group of advisors qualified to be a PIM portfolio manager as well as being recognized as a Premier Advisor* at Wells Fargo Advisors from 2009-2018.  He received a BA in Political Science and an MBA from Cal Poly San Luis Obispo. He and his wife, Trischa, have three children and live in San Luis Obispo.

 

 


 

Daniel K. Speirs
Senior Vice President - Investment Officer
Senior PIM Portfolio Manager    
 
Dan serves as Senior Vice President - Investment Officer at Wells Fargo Advisors.  He holds the General Securities registration (Series 7), Uniform Combine State Law registration (Series 66) as well as his California insurance license #0D84878 . Dan is part of a select group of advisors qualified to be a Senior Private Investment Management or PIM Portfolio Manager and also recognized as being a Premier Advisor* at Wells Fargo Advisors from 2009-2018
 
After earning his BA in International Relations from the University of San Diego, Dan completed his MBA from San Jose State University. He also worked for a number of years in Silicon Valley in the financial, technology, medical, Internet technology, and software industries.   His interests include cycling, soccer, tennis, photography, genealogy, and travel.  Dan lives in San Luis Obispo with his wife Linda and their two children. 

 

Luke D Kittinger, CFP™
Financial Consultant    

Luke serves as a Financial Consultant and holds his series 7, 63, and 66 licenses, his CA insurance license #0I73836, and is a board Certified Financial Planner™.

Luke graduated from Cal Poly San Luis Obispo with his bachelors degree in Business Administration - Quantitative Economics, and most recently served the financial services industry in the greater Los Angeles area at Fidelity Investments.  As a CFP®, Luke is committed to ensuring we achieve financial health for our clients. Luke's interests include travel, golf, surfing, baseball, and snowboarding. He lives in Arroyo Grande with his wife, Katie and their dog.

 


 

Joy M. Sandoval
Senior Client Associate
 
A professional in the financial services industry since 2004,  Joy received her Bachelors of Arts from California State University Stanislaus.  She is dedicated to servicing our clients and ensuring that we continue to meet our high standards of client service excellence. Joy assists with all account inquiries, online access, statement questions, transfer requests and more.  She and her husband live in San Luis Obispo along with their four children.
 
 
 
 
 
 
 
Andrea L. Payne 
Client Associate


Andrea is a graduate of University of California Santa Barbara, where she earned a Bachelors of Science.  She joined our group in 2016 after working for a local real estate office.  Andrea's duties include all aspects of client services.  Her interests are tennis, running and hiking.  She lives in San Luis Obispo with her two children.


 

 
 
 
 
 
 
 
 
 
(*) The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors and reflects a high level of standards as measured by one or more of the firm's criteria for business production, completion of educational components and professionalism.

 

 

 

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals