bio

A’Kailah is the newest addition to our team, but will soon become a familiar voice that you’ll recognize over the phone. She is a Magna Cum Laude MFA graduate from Claremont Graduate University, with over 6 years of administrative experience. She is a true artist at heart and it shows by her attentive nature to … Read more

Tyler has found his niche in the company and services our small company retirement plans. You can also find him generating financial plans, conducting investment research, and preparing and assisting with client meetings. On top of being an LPL Financial Advisor, he holds his CERTIFIED FINANCIAL PLANNER™ designation. He has always had a heart for … Read more

Lenell’s tenure spans 28 years and her industry experience dates back to 1987. Over that time period, she has developed a thorough understanding of financial services that clients have come to respect and appreciate. There are few technical questions that she has not addressed before and her attention to detail is second to none. In … Read more

From an early age, Carrie has always been a high achieving professional. Her ability to notice to the smallest yet most important details and connect with others has helped her prosper during her professional career. Before working for SPW, Carrie was a teller for Union Bank. In no time at all she was promoted to … Read more

Neal is a native of Big Bear Lake. Always interested in investments, he graduated from San Diego State University with a degree in finance, and completed his MBA from the University of La Verne. He received his CFP (Certified Financial Planner) designation from the College of Financial Planning in Denver, Colorado. Neal has eight securities … Read more

Lanny has over 45 years of experience in the financial industry and four different FINRA securities and insurance licenses. He began with Stout, Kappel, and Kisinger CPA’s: Tax and Accounting Practice in 1973. He later worked in Integrated Resources, Kavanaugh Securities, Perking Group and Sentra Securities as a financial advisor from 1988-2003. From 1987-present he … Read more

Employed with our firm since 1994, Shannon has been known to take special interest in our clients and their stories. Aside from her welcoming nature, her extensive knowledge base has been an asset to both clients and our firm. Whether it’s a general account question, a 403(b) loan or a complex service request, you will … Read more