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

Lori Adasiewicz- Palmatier, Esq.
Partner – Bay Laurel Law Group, LLP
Stephen J. Mancini, Esq.
Principal & Founder – Law Firm of Strazzeri Mancini LLP
Gregory R. Banner, CFP®, CLU®, CRTP
Vice President – Asset Preservation Strategies, Inc.
Alejandro Matuk, Esq.
Principal – Law Firm of Strazzeri Mancini LLP
Salvatore M. Capizzi
Chief Sales & Marketing Officer – Dunham & Associates Investment Counsel, Inc.
James Reopelle
President / CEO – Comprehensive Financial Group
Stephanie S. Downer Esq., LL.M.
Managing Attorney – Law Firm of Strazzeri Mancini LLP
Lynsey Richardson
Private Client Analyst – Dunham & Associates Investment Counsel, Inc.
Jeffrey A. Dunham
Founder & CEO, Dunham & Associates Investment Counsel, Inc.
Carl Sheeler, PhD, CBA, AVA
Managing Partner – Busniss Valuations Ltd.
Speakers Bureau Trey Fairman, J.D., LL.M.
Senior Wealth and Insurance Planning Strategist, Millennium Brokerage Group
Joseph J. Strazzeri, Esq.
Principal & Founder – Law Firm of Strazzeri Mancini LLP
John L. Jenkins, AEP®, EA, CFP®
President & CEO – Asset Presevation Strategies, Inc.
Kimberly Vawter, Esq.
Managing Attorney, Law Firm of Strazzeri Mancini LLP
Peggy Lombardo, CFP®, EA
The Financial Team
Maureen Verduyn, CFP®, MEd, EA
The Financial Team

 

Profiles

 

Lori Adasiewicz-Palmatier, Esq.

Lori on SCI
Lori on Bay Laurel

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.

Location: 1528 South El Camino Real, Suite 108, San Mateo, CA 94402
Phone Number: 650-525-0234
E-Mail: laa@baylaurellaw.com
Website: www.baylaurellaw.com

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Gregory R. Banner, CFP®, CLU®, CRTP

Greg on SCI
Greg on APS

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.

Location: 3636 Nobel Drive, Suite 440, San Diego, CA 92122
Phone Number: 858-455-1825
E-Mail: gregbanner@asset-preservation.com
Website: www.asset-preservation.com

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Salvatore M. Capizzi

Salvatore on SCI
Salvatore on Dunham

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.

Location: 10251 Vista Sorrento Parkway, San Diego, CA 92121-3769
Phone Number: 858-964-0500
E-Mail: sal.capizzi@dunham.com
Website: www.dunham.com

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Stephanie S. Downer, Esq., L.L.M.

Stephanie on SCI
Stephanie on SMLLP

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.

Location: 3636 Nobel Dr., Suite 450, San Diego, CA 92122
Phone Number: 858-200-1900
E-Mail: ssd@strazzerimancini.com
Website: www.strazzerimancini.com

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Jeffrey A. Dunham

Jeff on SCI
Jeffrey on Dunham

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.

Location: 10251 Vista Sorrento Parkway, San Diego, CA 92121-3769
Phone Number: 858-964-0500
E-Mail: jeffrey.dunham@dunham.com
Website: www.dunham.com

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Trey Fairman, J.D., L.L.M.

Speakers Bureau
Trey on SCI

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.

Location: P.O. Box 231155, Encinitas, CA 92023
Phone Number: 619 993-0013
E-Mail: tfairman@mbginstitutional.com
Website: www.mbginstitutional.com

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John L. Jenkins, AEP®, EA, CFP®

John on SCI
John on APS

John L. Jenkins, AEP®, EA, CFP®, is the 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.

Location: 3636 Nobel Drive, Suite 440, San Diego, CA 92122
Phone Number: 858-455-1825
E-Mail: johnjenkins@asset-preservation.com
Website: www.asset-preservation.com

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Peggy Lombardo, CFP®, EA

Peggy on SCI
Peggy on TFT

Ms. Lombardo says that when it comes to investing, she is a strong proponent of the “SWAN” principle – “Sleep Well at Night” – for both her clients and herself. Peggy has provided her expertise and advice to clients in the areas of investment management, tax planning, and real estate for over 20 years. She chose this profession because she felt the need to assist and educate the public in their important financial choices.

Peggy started her career in 1984 after living and traveling extensively throughout the world. While establishing roots in North County San Diego, she owned several different financial service businesses. As an Enrolled Agent (EA), Peggy is licensed by the federal government to represent taxpayers before the Internal Revenue Service (IRS).

  • BA, Chemistry, University of Vermont
  • EA – Enrolled Agent, IRS 1990
  • Member, Nat’l Assoc. of Enrolled Agents
  • Certified Financial Planner TM (CFP), College for Financial Planning, 1986
  • California Real Estate Broker

Peggy 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.

Location: 6005 Hidden Valley Road, Suite 105, Carlsbad, CA 92011-4223
Phone Number: 760-448-2882
E-Mail: peggy@financialteam.net
Website: www.financialteam.net

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Stephen J. Mancini, Esq.

Stephen on SCI
Stephen on SMLLP

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.

 

Location: 3636 Nobel Dr., Suite 450, San Diego, CA 92122
Phone Number: 858-200-1900
E-Mail: sjm@strazzerimancini.com
Website: www.strazzerimancini.com

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Alejandro Matuk, Esq.

Alex on SCI
Alex on SMLLP

Mr. Matuk is a partner 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.

Location: 3636 Nobel Dr., Suite 450, San Diego, CA 92122
Phone Number: 858-200-1900
E-Mail: matuk@strazzerimancini.com
Website: www.strazzerimancini.com

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James Reopelle

Jim Reopelle, President and CEO of Comprehensive Financial Group 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.

Location: 4350 Executive Drive, Suite 215, San Diego, CA 92121
Phone Number: 858-622-0066
E-Mail: jreopelle@htk.com
Website: www.cfgsite.com

 

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Lynsey Richardson

Lynsey on SCI
Lynsey on Dunham

Lynsey A. Richardson is the Private Client Analyst of Dunham & Associates Investment Counsel, Inc. Ms. Richardson’s primary responsibilities include working directly with the CEO of Dunham & Associates and his private book of business. She manages the new and existing private client accounts from opening to asset investment and further maintenance of accounts as required. Ms. Richardson acts as the main “problem solver” for account issues and client inquiries. Prior to her role as Private Client Analyst for Dunham & Associates she served as the National Accounts Manager for the firm. In this capacity she focused on advancing the strategic relationships and initiating business development with various Broker/Dealers, wirehouses, and banks across the country. Ms. Richardson graduated with honors from Washington State University and obtained her BA in Communications with an emphasis in Marketing and Public Relations from the university’s Edward R. Murrow School of Communication. Ms. Richardson holds FINRA Series 6, 7, and 66 registrations.

Location: 10251 Vista Sorrento Parkway, San Diego, CA 92121-3769
Phone Number: 858-964-0500
E-Mail: lynsey.richardson@dunham.com
Website: www.dunham.com

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Carl Sheeler

A 25+ year executive finance and operations career highlighted by the implementation of innovative ideas with solid metrics increasing value and retaining stakeholder commitment. A problem solver, former Marine combat officer and a Finance Ph.D. who has performed 900+ high profile litigation, valuation and restructuring engagements from midmarket to national companies. He has assisted hundreds of business owners, family offices and private equity groups and their trusted advisors in creating $4.5B+ of economic value in his capacity as the National Managing Partner of a 59 year-old business valuation and advisory services firm. He has testified 155+ times on matters ranging from IRS taxpayer to shareholder disputes.

Location: 110 West C Street, Suite 1300, San Diego, CA 92101
Phone Number: 619-235-6635
E-Mail: carl@allisonappraisals.com
Website: www.bizvalsltd.com

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Joseph J. Strazzeri, Esq.

Joe on SCI
Joe on SMLLP

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.

Location: 3636 Nobel Dr., Suite 450, San Diego, CA 92122
Phone Number: 858-200-1900
E-Mail: jjs@strazzerimancini.com
Website: www.strazzerimancini.com

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Kimberly Vawter, Esq.

Kim on SMLLP

Kimberly is currently the Managing Attorney for the FamilyCare Estate Succession department. Kimberly manages trust administration and probate cases through the FamilyCare Estate Succession Process, as well as assisting in the Wealth Strategies Planning Department.

Kimberly, along with her teenaged daughters, is currently a Sustainer and was an active Patroness and Grade Level Advisor of the National Charity League, Poway Chapter, where the mothers and daughters participate in a six-year program of philanthropic work, educational activities and cultural events. Kimberly and her daughters volunteered countless hours over the six-year period for both local and national charities. Kimberly also enjoyed leading her daughter’s Girl Scout Troop for two years.

Kimberly and her husband Vince will celebrate their 25th anniversary in July 2013 along with their daughters Annika and Natalie who are currently attending UCSB and UCLA, respectively. She enjoys spending time with her family and friends, playing tennis, hiking, golfing, skiing, traveling and cooking.

Location: 3636 Nobel Dr., Suite 450, San Diego, CA 92122
Phone Number: 858-200-1900
E-Mail: kpv@strazzerimancini.com
Website: www.strazzerimancini.com

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Maureen Verduyn, CFP®, MEd

Maureen on SCI
Maureen on TFT

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.

Location: 6005 Hidden Valley Rd., Suite 105, Carlsbad, CA 92011-4223
Phone Number: 760-448-2882
E-Mail: maureen@financialteam.net
Website: www.financialteam.net

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