Broker Check

Our Team

Mark Ziebold, Esq.

Legal & Business Consultant

Mark Ziebold, is an Attorney at Law. He holds a Masters Degree in Taxation (LLM), and is our resident tax, estate and business planning attorney. Mark is also a Certified Asset Protection Planner and a Certified Wealth Preservation...

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David J. Housey, CPA

Finance & Business Consultant

David Housey, possesses a Masters Degree with Honors in Economics from The Johns Hopkins University in Washington, DC. He is a Certified Public Accountant (CPA), with an extensive background in finance and accounting. He is one of our...

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Glenn Truitt, Esq.

Legal & Business Consultant

Glenn Truitt, is an Attorney at Law. He graduated from Stanford Law School. Glenn started his legal career at Jeffer, Mangels, Butler & Marmaro, in the Corporate Department. Glenn ultimately settled on a multidisciplinary practice...
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R. Spencer Childs

Financial Consultant

Spencer R. Childs, is an alumni of Brigham Young University. His humble origins in the financial planning industry began as a stock broker after college. Over the span of 25 years, Spencer has worked for several large investment firms...

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Nick Patel

Investment Analyst

Nick Patel, holds a Degree in Actuarial Studies. He has a rich financial background that began at Northern Trust Bank performing risk analysis for the bank's investment portfolio. After years of working at Northern Trust, Nick left the...

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J. Rupel

Financial Consultant

J Rupel, holds a Bachelor Degree in Economics from the University of California at San Diego. He serves as one of the directors for SJB Financial and oversees our securities portfolio business. J's focus is primarily on retirement and...

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Jim Thomas

Financial Consultant

James R. Thomas ("Jim"), graduated from Pepperdine University with a Bachelor Degree in Business Administration & Finance. Jim is a veteran in the financial services industry. He has over 25 years of experience beginning with Lehman...

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James Burchard

Finance & Business Consultant

James Burchard, possesses a Bachelor Degree in Business and Finance. His early years were spent working for large financial institutions such as GE Capital and Pioneer Global Holdings, where he accumulated years of experience in...

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