Broker Check

Our Team

Thomas E. Vieira

Private Wealth Advisor

(858) 550-2828

Tom Vieira is an independent private wealth advisor for successful families, individuals and businesses. Tom has 24 years of investment experience and has been affiliated with Lincoln Financial Advisors since 2004. Previously Tom was...

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Tom Christensen, CFP®, CRPC®

Director of Financial Planning

Tom oversees the construction of our personal financial models, 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...

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Amy Violante, CRPC®

Practice Manager

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...

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Carolyn Forte

Business Operations Manager

Caroyn manages business operations and compliance. She is a graduate of the University of California, Santa Barbara with a degree in geology.

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Michael Peterson

Financial Planning and Investment Specialist

Michael has been in the financial services industry for 7 years. Michael is a graduate of the University of Oregon and received his Bachelor of Science in Business Administration Finance and Sports Marketing. Michael enjoys cooking,...
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