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Meet our Team

John Lindsey

John Lindsey, CFP®

Chairman | Founder | Certified Financial Planner™

(805) 312-7200

Christina Lindsey Orta

Christina Lindsey Orta, CFP®

CEO | President | Certified Financial Planner™

(805) 312-7200

James Cunningham

James L. Cunningham, Jr.

Affiliated Parties: General Counsel

(805) 312-7200

Shannon Beahan

Shannon Beahan, CFP®

Certified Financial Planner™

(805) 312-7200

Jinell Garcia

Jinell Garcia

Client Services Director / Notary

(805) 312-7200

Laura Spear

Laura Spear

Office Coordinator

(805) 312-7200

Sami Motyl

Sami Motyl

Administrative Assistant

(805) 312-7200

Devonney Thurman

Devonney Thurman

Office Operations & Client Services Administrator

(805) 312-7200