OUR TEAM


Jonathan Lopez, President

Jonathan holds an Economics degree from California State University, Fullerton, and is pursuing a Graduate Degree in Economics from California State Polytechnic University, Pomona. Jonathan has been a financial consultant for over 18 years, and holds the Series 4, 6, 7, 24, 53, & 63 securities registrations with LPL Financial, which qualify him as a Registered Investment Advisor Representative, Municipal Securities Principal, Registered Options Principal, and Registered Principal, LPL Financial.

Independence Powered by LPL Financial

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Since its inception, LPL Financial has stood at the forefront of this growing market as the most truly independent firm in the undustry. Independence at LPL Financial translates into more freedom of product choice, more quality service, more regulatory expertise, and more technological capabilities.

The one and only focus of LPL Financial is providing LPL Financial advisors with the tools, training, and support they need to offer professional advice to their clients.

As the nation’s leading independent broker/dealer,* LPL Financial continues to set the standard for the industry.

LPL Financial offers no investment products of its own, so LPL Financial advisors can devote their time and energies, not to product quotas and sales goals, but to understanding your individual financial objectives.

*As reported by Financial Planning Magazine, June 1996 - 2012, based on total revenue.

 

 

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Cathy Whitaker, Director of Operations

Cathy is a graduate of Texas A&M University with a degree in Finance. She has over 12 years experience in various sectors of the financial services industry including branch banking, loan underwriting, and investment account service. Cathy grew up in Louisiana and Texas and is married to her college sweetheart. Cathy serves as our Operations Manager. 

 
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Vickie Ashmore, Director of Business Development

Vickie was employed by Wells Fargo for over 19 years as a Premier Banking Manager & Business Development and Assistant Manager. She went on to Mission Oaks National Bank to further her career as a Branch Manager & Business Development Manager before serving here as our Director of Business Development.

 
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Jason Lopez, Relationship Manager

Jason is the Relationship Manager for the San Diego office of Platinum Wealth Management.  He holds a Bachelor of Sciences degree in Kinesiology from San Diego State University and is also pursuing a Masters of Business Administration from Point Loma Nazarene University.  Jason has been  in the Financial Services industry for over 13 years and hold the Series 7, 63, & 65 securities registrations with LPL financial which qualify him as a Registered Investment Advisor Representative.

 
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Justin Lowery, Director of Communications

Justin has been helping businesses & individuals pursue and work towards their goals and potential for over 15 years as a business strategy consultant and creative director. He brings his experience, technical skill and creative vision to our team in his role as our Director of Communications. Justin holds the Series 7 and Series 63 securities registrations with LPL Financial.