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Local and National Resources

Robert Appel, J.D.* LL.M, M.B.A.

Robert oversees plan design services. He received his BS degree in Accounting and Finance from Central Connecticut State University, his JD degree from the University of BridgeportSchool of Law, his MBA degree in Finance from the University of Connecticut, and his LL.M. in Taxation degree from Boston University School of Law. 32 years of experience.

*Licensed, not practicing.

Tom Christensen, CFP®, CRPC®

Tom oversees the construction of our complex financial modeling, as well as the detailed analysis and design of our custom financial planning recommendations. Tom received a BS in Economics and Business Management from Portland State University. 24 years of experience.

Amy J Violante, CRPC®

Amy serves as our Practice Manager. She is a graduate of UC San Diego, holds her FINRA Series 7 securities registration and has a Certified Retirement Planning Counselor designation.
Amy has lived in San Diego most of her life and enjoys reading, spending time with her family, hiking, dogs and horses.

Carolyn Forte

Business Operations Manager and Compliance Manager. Carolyn is a graduate of the University of California, Santa Barbara with a degree in geology. 30 years of experience.