Our Team
Thomas E. Vieira
Private Wealth Advisor
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...
Tom Christensen, CFP®, CRPC®
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...
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...
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.
