Jessica Lee Duffield, Underwriting Coordinator
Jessica Lee handles all insurance underwriting and makes sure that all application requirements are met. She also works closely with our financial advisors assisting them with strategy design and implementation. Jessica Lee joins us from the Midwest and loves to read. She continuously amazes us with her fervor. She spends her free time making her own beaded jewlery pieces.

Briana Lovett, Director of First Impressions
Briana handles many miscellaneous secretarial tasks within the office and supports its members, especially Nisha Varma, with changing daily administrative requests. Briana is an accomplished writer, having several of her poems and short stories published. She loves to bake and is our resident cookie baker.

Sandra Georges, Client Relations Coordinator
Sandra assists in the new client service department and new business strategy development for our Bay Area clients. In addition, she oversees seminar marketing coordination and client events. A recent graduate from the University of California at San Diego, Sandra speaks several languages and enjoys travelling and dancing. Sandra has a large family here in San Diego and can often be found helping them and participating in her community.

Stephanie Grimwade, Special Projects Associate
Stephanie is securities and insurance licensed and assists Sandeep Varma with advanced cases, developing complex strategies for multigenerational planning. Stephanie has three beautiful young children and is very family oriented.

Yumi Hirata, Client Relations Coordinator
Yumi assists in the client service department. She helps with processing client transactions and new business paperwork. Yumi also oversees the Underwriting Department and provides support to our financial advisors. Yumi enjoys snowboarding and frequents Japan to immerse herself in her cultural heritage.

Francesca Navarre, Client Relations Coordinator
Francesca assists in the client service department. She helps with processing client transactions and new business paperwork. Francesca assist Steve and Scott with client reviews and overall client activity. Francesca enjoys biking and appreciates fine art. She can often be found at her parent's house in San Diego enjoying her mother's Peruvian specialties. 

Nisha Varma, Operations Manager
Nisha manages our office staff and handles all details of the office operations. She also trains all new staff and provides support to our financial advisors. Nisha is a very busy mother of three young children and prides herself in their amazing growth and potential. Nisha enjoys shopping and has recently taken up gardening and has set a goal to get a green thumb.

Christopher Frederick, New Business and Transfer Specialist 
Christopher is responsible for the initiation and completion of incoming and outgoing transfers and the subsequent reporting and follow up. He also provides administrative support to the other advisors. A recent graduate of Point Loma Nazareth University, Chris enjoys long distance running and composes his own music that he plays on the guitar, drums, and piano.