Wealth Education Fellows

Fellows of the Institute include those advisors that have met credential requirements and have received a “Fellow” certification from the Wealth Education Fellows Board. They are uniquely prepared to educate and serve advisors and clients through their own regional representation of the SCI platform. Collaboration between SCI Fellows allows each of us to better serve the Wealth Strategies planning needs of our clients. They also continue to share and teach with other Fellows and Members.

Understanding SCI – Videos from our Fellows


Click to learn more about becoming a fellow

Fellow Profiles


Lori Adasiewicz-Palmatier, Esq.
Partner, Bay Laurel Law Group, LLP

Ms. Adasiewicz-Palmatier is a wealth strategies attorney and partner with Bay Laurel Law Group, LLP in San Mateo, CA. Lori has practiced exclusively in the areas of estate and business planning and administration since 1998, when she earned her JD from Hasting College of the Law. Lori serves on the Board of the Peninsula Estate Planning council and is a Laureate Circle Member and Fellow of the Southern California Institute.

logobaylaurel25412541

Location:                      533 Airport Blvd., Suite 400, Burlingame, CA 94010

Phone Number:           650-525-0234

E-Mail:                           LAA@BayLaurelLaw.com

Website:                        BayLaurelLaw.com

Lori on SCI

Lori on Bay Laurel Law


Gregory R. Banner, CFP®, CLU®, CRTP
Vice President – Asset Preservation Strategies, Inc.

Mr. Banner, Vice President of Asset Preservation Strategies, Inc., received his Bachelors Degree in Business Administration from Oregon State University in 1987, specializing in Finance and Economics. He then obtained his Series 7 securities license and began working as a Registered Representative in the securities industry.

In 1993, he joined Asset Preservation Strategies as a Financial Planner and in 1999 he completed his CERTIFIED FINANCIAL PLANNER™ professional studies through the College of Financial Planning in Denver, receiving the right to use the CFP® mark of distinction.

Greg is also licensed as a Registered Investment Advisor with Asset Preservation Strategies, Inc. and is fully licensed as an insurance broker. He obtained his Registered Tax Preparer license with the State of California in 1995, allowing him to prepare income tax returns and give tax advice on investments.

In 2001, Greg graduated from the Advanced Wealth Strategist Planner program of the Esperti Peterson Institute at Michigan State University. He received his Chartered Life Underwriter (CLU®) designation in 2006. Greg is a Fellow of the Southern California Institute and teaches financial, tax and business planning locally and nationally on a regular basis. He serves as an expert resource for the media and has been quoted in the San Diego Business Journal, Wealth Manager magazine and Research magazine.

Greg specializes in working collaboratively with all of the clients’ advisors, providing complete planning services which include advanced business planning, business exit strategies, investment management, advanced executive planning, retirement planning, tax reduction strategies, insurance and estate planning strategies for both individuals and businesses.

When not at the office, Greg can frequently be found as a professional sports photographer, on the sidelines of various sporting events. He has photographed for many organizations and his work has appeared on everything from baseball trading cards to Sports Illustrated Magazine. Greg also enjoys spending time at the beach with his family and participating in many outdoor activities.

LogoAPS66645191

Location:                      3636 Nobel Drive, Suite 440, San Diego, CA 92122-1042

Phone Number:           858-455-1825

E-Mail:                           GregBanner@Asset-Preservation.com

Website:                        Asset-Preservation.com

Greg on SCI


Salvatore M. Capizzi
Chief Sales & Marketing Officer – Dunham & Associates Investment Counsel, Inc.

Mr. Capizzi is Chief Sales & Marketing Officer for Dunham & Associates Investment Counsel, Inc. Mr. Capizzi is a seasoned industry veteran with over 26 years of financial services experience. He possesses a wealth of expertise in global sales and distribution leadership, marketing, business development and strategic planning.

logo_DA83758375

Location:                      10251 Vista Sorrento Parkway, San Diego, CA 92121-3769

Phone Number:           858-964-0500

E-Mail:                           Sal.Capizzi@Dunham.com

Website:                        Dunham.com

Sal on SCI

Sal on Dunham & Associates


Stephanie S. Downer, Esq., LL.M.
Managing Attorney – Law Firm of Strazzeri Manicni LLP

Stephanie is currently the Managing Attorney for the Wealth Strategies Planning Department, the Contested Matters Department, Family Counselor Department, and assists the FamilyCare™ Estate and FamilyCare™ Business Departments. Stephanie manages the affluent clientele and complex casework through the Wealth Strategies Process, and additionally helps to counsel clients and review documents in the estate and business planning departments.

Stephanie has gained experience in all departments of Strazzeri Mancini LLP including Estate Administration, Estate Planning, Litigation, and Wealth Strategies Planning. Stephanie also facilitated the operation, marketing of, and creation of marketing materials for the Southern California Institute.

As an active volunteer, Stephanie served as the Vice Chair of the USD Pro Bono Legal Advocates Program and as a legal volunteer to the San Diego Volunteer Lawyer’s Program, AIDS Clinic. She enjoys international travel, running by the ocean, surfing on camping trips with her husband, Richard Downer, along the California and Baja coastlines, and cooking (but especially eating) big dinners with friends.

DARKSMLLPLOGO31516664.gif

Location:                      3636 Nobel Drive, Suite 450, San Diego, CA 92122-1042

Phone Number:           858-200-1900

E-Mail:                           SSD@StrazzeriMancini.com

Website:                        StrazzeriMancini.com

Stephanie on SCI

Stephanie on Strazzeri Mancini


Jeffrey A. Dunham
Founder & CEO, Dunham & Associates Investment Counsel, Inc.

Mr. Dunham is Founder and CEO of Dunham & Associates Investment Counsel, Inc. (Dunham & Associates) and Chairman of Dunham Trust Company. He also serves as a Trustee, President, and Principal Executive Officer of Dunham Funds. Mr. Dunham’s investment expertise spans more than 25 years, dating to when he started a family of private funds and built Dunham & Associates upon the premise of performance-based advisory compensation—a radical idea at the time—now a model for others. Beginning his investment career in 1977, Mr. Dunham acquired real estate for investors and his own account.

As President of San Diego-based JAD Properties between 1979 and 1989, Mr. Dunham continued hands-on management of real estate holdings. Prior to becoming Founding Partner of Dunham & Associates, he was Partner in the investment firm of McKewon Securities and worked with Enterprise Management Company, a venture capital affiliate of McKewon Securities. Mr. Dunham earned a BS degree in Business Administration with an emphasis in Finance from San Diego State University. He holds FINRA Series 3, 4, 7, 24, 53, and 63 registrations.

logo_DA83758375

Location:                      10251 Vista Sorrento Parkway, San Diego, CA 92121-3769

Phone Number:           858-964-0500

E-Mail:                           Sal.Capizzi@Dunham.com

Website:                        Dunham.com

Jeff on SCI

Jeff on Dunham & Associates


Trey Fairman, J.D., LL.M.
Senior Wealth and Insurance Planning Strategist, Millennium Brokerage Group

Trey partners with financial advisors and adds additional client value by providing insurance-based solutions that further strategic estate and financial planning goals and objectives. Trey’s partners are able to evolve into more well rounded wealth managers by identifying new opportunities, deploying a consistent insurance management process, and making the insurance process scalable and more cost-competitive for their clientele.

With a 20-year plus history of education in his area of expertise, Trey is better able to understand and assist his partners with the challenges of an ever-evolving and dynamic strategic, wealth planning environment. He earned a Bachelors of Science in Finance from the University of Delaware and his law degree (J.D.) from the University of San Diego. After passing the California bar exam, Trey returned to the University of San Diego to obtain his Master of Laws of Taxation (LL.M.) in 2001 success. Trey began his financial services career in 1992 as a Brokerage Representative for Connecticut Mutual Life in Philadelphia. Trey joined the San Diego office of R.E. Lee in 1997 and spent the next 17 years with that organization as it grew and evolved into Highland Capital Brokerage.

Millennium

Location:                      1501 San Elijo Road South, Suite 104, Box 135, San Marcos, CA 92078

Phone Number:           619-326-4325

E-Mail:                           TFairman@MBGInstitutional.com

Website:                        MBGInstitutional.com

Trey on SCI


John L. Jenkins, AEP®, EA, CFP®
Founder, President, and CEO of Asset Preservation Strategies, Inc.

A San Diego native, John has been a financial professional since 1982. He holds BA and MA degrees from San Diego State University and has developed a strong financial foundation by pursuing several professional certifications and designations. In 1985, he completed his CERTIFIED FINANCIAL PLANNER™ professional studies through the College for Financial Planning in Denver and was admitted to the Directory of CFP Practitioners in 1993.

John also holds a Masters Degree in Wealth Strategies Planning from the Estate and Wealth Strategies Institute at Michigan State University and is endowed as a full Fellow of the Esperti Peterson Institute. He is a Certified Agent for the California Partnership for Long Term Care and an Enrolled Agent (EA), having successfully passed the exam administered by the IRS. He is also a Laureate of the Southern California Institute.

John has authored or co-authored the following books and publications:

  • Minimum Retirement Plan Distribution Rules When Someone
    Passes Away
  • Estate Planning with IRAs for California Professionals
  • 21st Century Wealth
  • Living & Learning: Achieve Retirement and Education Security

John was an Adjunct Faculty member of the National Endowment for Financial Education and is recognized in both “Who’s Who in California” and “Who’s Who in Finance.” He served on the board of the San Diego Chapter of the Financial Planning Association (FPA), is a board member and past president of the San Diego Estate Planning Council, and as a member of the Estates and Trusts Committee for Rady Children’s Hospital Foundation.

John is a member of FPA and the CA Society of Tax Consultants. He adheres to their strict codes of ethics and obtains a minimum of 60 hours of continuing education every two years to retain his member and licensing status.

John is frequently quoted in the financial press, including Financial Planning, Investment News, The San Diego Union-Tribune, the La Jolla Light and the San Diego Business Journal. San Diego Magazine named him a Five Star, Best in Client Satisfaction Wealth Manager in 2007 and 2008.

John is the proud father of four children and a grandfather to one granddaughter. In his spare time he plays guitar and sings, on occasion professionally. He enjoys movies, cycling and culinary pursuits.

LogoAPS66645191

Location:                      3636 Nobel Drive, Suite 440, San Diego, CA 92122-1042

Phone Number:           858-455-1825

E-Mail:                           JohnJenkins@Asset-Preservation.com

Website:                        Asset-Preservation.com

John on SCI

John on Asset Preservation Strategies


Stephen J. Mancini, Esq.
Principal & Founder: Law Firm of Strazzeri Mancini LLP

Educator and author, Steve is an Instructor for the Academy of Multidisciplinary Practices, courses accredited by the Estate and Wealth Strategies Institute at Michigan State University; Instructor, Paralegal Courses; Speaker for Continuing Education for Financial Professionals, including Certified Public Accountants, Attorneys, and Financial Planners. Laureate Circle Member and Fellow of the Southern California Institute.

DARKSMLLPLOGO31516664.gif

Location:                      3636 Nobel Drive, Suite 450, San Diego, CA 92122-1042

Phone Number:           858-200-1900

E-Mail:                           SJM@StrazzeriMancini.com

Website:                        StrazzeriMancini.com

Steve on SCI

Steve on Strazzeri Mancini


Alejandro Matuk, Esq.
Of Counsel, Law Firm of Strazzeri Mancini LLP

He started his professional career in the San Diego City Attorney’s Office. Mr. Matuk was a Senior Deputy City Attorney for the City of San Diego in the City Attorney’s Civil Litigation for eight years. Mr. Matuk was the principal attorney in numerous cases involving property, zoning, government contracts, land use, personal injury and various governmental matters. Mr. Matuk also served as Special Deputy Counsel for the Redevelopment Agency of the City of San Diego, negotiating and litigating eminent domain cases for the Agency.

DARKSMLLPLOGO31516664.gif

Location:                      3636 Nobel Drive, Suite 450, San Diego, CA 92122-1042

Phone Number:           858-200-1900

E-Mail:                           Matuk@StrazzeriMancini.com

Website:                        StrazzeriMancini.com

Alex on SCI

Alex on Strazzeri Mancini


Jim Reopelle
President and CEO of Comprehensive Financial Group

Jim has been in the financial services business for 30 years. His firm specializes in asset management, wealth accumulation, as well as business, estate, and financial planning. Jim holds Series 7 and 24 licenses with FINRA. Jim is a member of National Association of Insurance and Financial Advisors. Jim actively serves on several Board of Directors with Sharp Healthcare.

CFG

Location:                      4350 Executive Drive, Suite 215, San Diego, CA 92121

Phone Number:           858-622-0066

E-Mail:                           JReopelle@htk.com

Website:                        CFGsite.com


Carl Sheeler, PhD, CBA, AVA
Strategic Value Architect

Business Advisor
Many organizations are drowning in minutiae that prevents them from growing company value. They often don’t know what they don’t know, which limits their options. It’s vital they have an executed strategy that identifies relevant resources and reduces risks to get from status quo to goal achievement. Most solely focus on the financial top and bottom line. In fact, it is an insufficient measure of performance and will not get you from here to there. It’s essential you master human capital that allows you to leverage the right team of aligned advisors and staff.
I have assisted over 1200 mid-market to mid-cap companies with their planned and unplanned transitions, transfers and transactions. I was awarded the Alliance of Merger and Acquisition Advisors Mid-Market Thought Leader of the Year for 2015.

Litigation Expert
There are circumstances where an (in)action creates an event or conflict of interest that can end up in a messy dispute. These disputes can have significant damage or economic loss to value, income, assets and/or equity. Whenever there is a complex messy issue, it’s best to secure a seasoned financial expert who is a warrior statesman possessing the intellectual rigor to articulate well-supported findings in an easily understood way.
My findings are delivered in an objective report that captures the most germane issues presented to the trier of fact by bringing 25 years of court qualified expert testimony on over 175 disputes.

Location:                      18100 von Karman Ave., Suite 850, Irvine, CA 92612

Phone Number:           949-743-1401

E-Mail:                           Carl@CarlSheeler.com

Website:                        CarlSheeler.com


Joseph J. Strazzeri, Esq.
Principal and Founder, Strazzeri Mancini LLP,

Practicing in Estate Planning, Business Succession, Charitable Planning, Asset Protection and Retirement Issues; Former Partner, Law Office of N. Munro Merrick; Principal of The Founders Group, a Business strategies Collaborative. Frequent educator and author, Joe is also a Laureate Circle Member and Fellow of the Southern California Institute and serves on the board of several foundations including Sharp Healthcare.

DARKSMLLPLOGO31516664.gif

Location:                      3636 Nobel Drive, Suite 450, San Diego, CA 92122-1042

Phone Number:           858-200-1900

E-Mail:                           JJS@StrazzeriMancini.com

Website:                        StrazzeriMancini.com

Joe on SCI

Joe on Strazzeri Mancini


Maureen Verduyn, CFP®, MEd, EA
Principal and Founder, The Financial Team

Ms. Verduyn has been dedicated to the study and advancement of personal finance since 1981. Her method of coaching addresses both the financial as well as the emotional concerns of each investor. She helps you evaluate your situation and then sets a course just right for you. The analysis uncovers the facts of your situation and then her coaching provides a realistic means for you to achieve your goals.

Maureen has concentrated on the area of portfolio management and teaches this and other advanced financial subjects to investors, as well as to other professionals through programs at the Southern California Institute.

Maureen and her husband Kevin, along with their boxer-mix Gracie, live in Carlsbad and have been members of the community since 1985.

  • Masters of Education, University of San Diego, Cum Laude, Finance, 1996
  • BS, University of North Carolina, Magna Cum Laude, 1992
  • Certified Financial Planner, College for Financial Planning, 1987
  • California Real Estate Agent

Maureen is an active Member of the Financial Planning Association; Former Adjunct Faculty Member of the College for Financial Planning; Fellow of The Southern California Institute in La Jolla, CA; and Member of the Fellowship of Graduate Estate Planning Consultants.

TFTLogo51648393

Location:                      5740 Fleet Street, Carlsbad, CA 92011-4223

Phone Number:           760-448-2882

E-Mail:                           mv@TheFinancialTeam.com

Website:                        TheFinancialTeam.com

Maureen on SCI


Click to learn more about becoming a fellow

Feel free to browse all the different Members who are a part of the Southern California Institute.