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Meet The Team

 

To better address the needs of our clients, we employ a team approach in all areas of service. Our dedicated professionals and staff are committed to broadening their expertise and providing our clients with the best possible strategies and service.

ATS Financial Advisors

Advisors

To learn more about the professional history of our financial advisor(s), please visit

FINRA's BrokerCheck

Sandeep Varma

ATS Wealth Strategist

 

Sandeep is the creative mind and backbone of ATS Financial Services. Sandeep has been a financial advisor since 1990. His objective is to help families plan for their future, as well as their future generations.

 

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sandeep.v@atsfinancial.com

office: 858-643-5757  

fax: 858-643-5756

steve.m@atsfinancial.com

Office: 858-643-5757  

Fax: 858-643-5756

Steven Musser

ATS Wealth Strategist

 

Steve leads our client service department and helps ensure that all office procedures are in compliance with current rules and regulations.

 

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Jack Reagan

CEP

jack@atsfinancial.com

Phylip Simmons

ATS Wealth Strategist

phylip.s@atsfinancial.com

Managers

Office Administration

Nisha Varma

ATS Operations Manager

 

Nisha manages our office staff and coordinates all details of the office operations. She also trains all new staff and provides support to our financial advisors. Nisha has been working with Sandeep at ATS since 1990.

 

 

nisha.v@atsfinancial.com

office: 858-643-5757  

fax: 858-643-5756

mindi.j@atsfinancial.com

Office: 858-643-5757  

Fax: 858-643-5756

Mindi Jellison

ATS Client Relations Manager

 

Mindi serves in the crucial role of building client relations. She's a very service-minded person and enjoys helping new clients, focusing on their objectives and understanding their estate planning needs. Mindi also coordinates our educational workshops and client events, and assists with office management. Mindi loves to cook, garden, and enjoys time with her family.

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