Geoffrey S. King, Financial Advisor
Geoffrey was raised in Connecticut and lived in Boston for six years prior to relocating to Southern California. Geoffrey and his wife, Catherine, met while studying abroad at the University of Salzburg in Austria. They have now been married for 28 years and have two daughters, Hannah, who lives and works in Utah in commercial real estate and Abby, who lives and works at Charles Schwab in Arizona.
Geoffrey and his family strongly believe in the importance of giving back. His wife, Catherine, is extremely active in many charitable causes and devotes a significant amount of time supporting them. Most recently Catherine has been involved in helping to establish the new 501(c)(3) Seal Beach Pickleball Association to help promote and expand this new sport in the community. Over the years Geoffrey and Catherine were deeply involved in the Los Alamitos school district, re-starting the reading incentive program at Weaver Elementary School, serving on the board of Directors for Friends of Weaver, Friends of Oak as well as supporting the Los Alamitos Education Foundation (LAEF). Geoffrey also has supported several worthy causes, including recently serving on the board of directors for the Orange County Council on Aging. The Kings also enjoy spending time with friends at Sea Coast Grace Church.
If any time remains, Geoffrey squeezes in golf at Old Ranch Country Club, mountain bikes in the hills of Southern California and has a passion for skiing during the winter season. As new empty-nesters, Geoffrey and Catherine have gotten bitten by the pickleball bug recently as well. He also enjoys tinkering on his 1963 Austin Healey.
Geoffrey and Catherine have been married for over 25 years and have two daughters, Hannah, and Abby. Hannah is a graduate of the University of Utah (Go Utes!) and is now living and working in the Salt Lake City area. Abby is a graduate of Arizona State University (Forks up!) and now working for Charles Schwab. The King family enjoys traveling together and spends time each year with family in California, Connecticut, Massachusetts and London, England.
Brian P. Rossney, Financial Advisor
Brian was raised locally in Rancho Palos Verdes, CA and currently lives in San Pedro. He spends as much of his free time as possible with his fiancee, Martina, a Special Education Teacher and Sociology instructor.
Brian is the former President of the Long Beach Kiwanis Club and former Vice President of the San Pedro Kiwanis Club. When Brian is not consulting with clients or volunteering in the community to help various children's causes for local charities, he enjoys playing golf or taking in the latest new silver screen offering.
Brian and his fiancée, Martina, a teacher, support each other in all of their endeavors and are a formidable team. They enjoy spending time together, looking for their next great travel destination, spending time outdoors and enjoying the Southern California climate. Brian is teaching the teacher to understand college football during UCLA games at the Rose Bowl.
Donavan P. Mayes, Financial Consultant
Donavan was born and raised in Southern California and lives in Huntington Beach with his wife, Maria, and two children, Daphne and Simon. When he isn’t busy being a soccer dad and team parent, he enjoys playing tennis and competing in local tennis tournaments. He and his family stay actively involved in the community by volunteering with Tee It Up for the Troops and Serve It Up for the Troops, both of which raise money to support combat veterans and their families. Donavan and his family live next to, and enjoy taking walks along, the Bolsa Chica Wetlands and support various wetland preservation efforts through the Bolsa Chica Conservancy.
Megan Rodriguez, Senior Registered Client Associate
Megan graduated from the University of Kansas with a Bachelor’s degree in Social Welfare and from California State University, Long Beach, with a Master’s degree in Criminal Justice. Megan and her husband, Robert, currently reside in Huntington Beach with their two young daughters, Mila and Nellie, and poodle, Percy. Megan is currently serving a first term as Treasurer of the Marine View Middle School Parent Teacher Student Organization (PTSA). When not at work, Megan enjoys reading, traveling and cheering on her Kansas Jayhawks.
Jennifer Drummond, Senior Client Associate
Jenn was born in Thailand but came to the U.S. when she was two years old, where she grew up in the heart of Cambodia Town in Long Beach, California. She attended Long Beach Poly High School – Home of the Scholars and Champions! When Jenn is not in the office working, you can find her hiking, jogging, bike riding, traveling, or spending quality time with her family. Jenn graduated from California State University, Long Beach, with a degree in Liberal Studies with an emphasis in English. Jenn enjoys volunteering with many organizations in the Long Beach area, including the Long Beach Rescue Mission and helps with the annual Cambodian Town Parade in April. Jenn lives in Long Beach with her husband Ian, and five-month-old baby boy Kincaid, who has kept them both very busy! Kincaid is the first grandson on both sides, and he’s such a joy to be around.
Sandy B. Hernandez, Wealth Planning Consultant
