Our Partners
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Zachary Fielder has been a professional in the financial field since 1995. He began his financial career at Wells Fargo Bank as a Personal Banking Officer and soon moved to become a Banking Center Manager.
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James Finley began his career in the financial industry in 2000 at Merrill Lynch. He is a graduate of Pepperdine University with a degree in business.
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Branch Operations Manager
Rayna received her Finance degree from Morgan State University in Baltimore, MD. She began her financial career in 2004 at Commerce Bank in Philadelphia, PA as a Customer Service Representative.
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Kelly began his professional career by joining Merrill Lynch in 1997. While working for Merrill Lynch Kelly was a Senior Financial Advisor and a Vice President. In 2012 and 2013, Kelly earned the honor of the San Diego Magazine Top Wealth Manager Award.*
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