Geoff and Family

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 over 25 years and have two daughters, Hannah, a recent graduate from the University of Utah and Abby, a junior at Arizona State University majoring in financial planning.  

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 Pickle Ball 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, restarting 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 King’s 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 biking in the hills of Southern California and his passion for skiing during the winter season.  As new empty-nesters, Geoffrey and Catherine have gotten bitten by the pickle ball bug recently as well.  He also enjoys tinkering on his 1963 Austin Healey.  The King family enjoys traveling together and spends time each year with family in California, Connecticut, Massachusetts and London, England. 

Brian

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.

Martina and Brian 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. Brian's extended family resides as far as the Eastern United States and as close as San Pedro, CA.

Donavan

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

Megan Rodriguez, Senior Registered Client Associate

Megan was born and raised in Shawnee, Kansas, where she lived until moving to California in late 2005. The only person from her family living in California, she travels to Kansas frequently. Megan was married in September 2010 and currently resides in Huntington Beach, CA with her husband, Robert, daughters Mila (10) and Nellie (8) and their poodle puppy, Percy. When not at work, Megan enjoys reading, traveling and cheering on her Kansas Jayhawks.

Megan is actively involved in her daughter's soccer league (AYSO Region 55) and is currently serving a third term as PTO President at her daughters' elementary school.  

Jenn

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, running, bike riding, traveling, or spending quality time with her family.  Jenn graduated from California State University, Long Beach, in 2011 with a degree in Liberal Studies with an emphasis in English. Jenn volunteers with many organizations in the Long Beach area, including the Long Beach Rescue Mission and with the Cambodian Community.  Jenn lives in Long Beach with her husband, Ian.

Sandy

Sandy B. Hernandez, Wealth Planning Consultant

A Texas native, Sandy embraces an active California lifestyle in Hermosa Beach with her husband and their beloved rescue dog, Lincoln. She is an outdoor enthusiast and enjoys snow skiing, hiking, and paddle boarding, and has completed several full marathons. She donates her time to Animal Welfare and Habitat for Humanity through the Financial Planning Association of Los Angeles. She’s also an active community partner with Ready to Succeed LA, providing pro bono financial counselling to current and former foster youth.
Beggs

Brian Beggs, Financial Consultant

Brian was born and raised in Seal Beach, California and now lives in Garden Grove. He enjoys spending time playing beach volleyball, basketball and chess. Brian is also a coach for the boys’ volleyball team at Los Alamitos High School.