Our Team Thomas E. Vieira Private Wealth Advisor (858) 550-2828 email@example.com 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... Read more 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... Read more 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... Read more 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. Read more Michael Peterson Assistant Read more Have a Question? Name Email Address Question Thank you! Oops!