Executive Team
Eric G. Hoffman, CPA
James W. King
Ann D. Quinn
Kenneth A. Stern
Marketing/Administration
Kelly A. Kurtz
Sandee L. Millsap
Lauren E. Quinn
Operations
Brian S. Hendricks
Senior Wealth Management Team
Jeff A. Christie
Tom R. Fortino
Brendan Van Cleve
Wealth Management Team
Brian K. Sauter
Amy L. Todd
Bryan M. Uselding
Corporate Headquarters (800) 529-2884 Foremost Plaza, 12396 World Trade Dr., Ste. 312, San Diego, California, 92128
Chicago Location (800) 983-1999 Two Mid America Plaza, Route 83 & 22nd St., Ste. 800, Oakbrook Terrace, Illinois, 60181
Privacy Policy
ADV Part II
Business Continuity Disclosure