Board of Directors

CEO & Wealth Consultant at Elite Wealth Management, LLC

I love being a financial planner. Being a financial planner is one of the few professions where I can actually see the value that I provide to clients and how they benefit from it. My goal is not to simply make clients more money; I also want my clients to worry about money less and to enjoy life more.

Liability Advisor at C2 Financial Corporation

Brian Travis is an independent mortgage loan consultant for all purchase and refinance mortgage loans and a certified reverse mortgage specialist with C2 Financial Corporation based in San Diego, California.
Brian chooses to specialize in the reverse mortgage field because reverse mortgages have the ability to change people’s lives for the better as they transition into their retirement years. So that retirement can look like what you actually want it to be.
Brian spent many years as the owner of his own small special event and meeting planning business. The same enthusiasm, creativity, attention to detail, and dedication that it took to operate a successful small business translate well when working with you and your family to find the right reverse mortgage solution and make it a reality.
Brian lives in Encinitas, California near San Diego and close to the beach. He likes to spend his time hiking in the hills, fishing at the beach, gardening at the local community garden, and enjoying the company of his friends and grown-up kids.

FHA Home Equity Retirement Specialist at Mutual of Omaha Mortgage

Amanda Keith is a CPA and licensed Home Equity Conversion Mortgage (HECM) and Jumbo Reverse Mortgage Specialist. As an experienced financial professional, Amanda offers in-home complimentary consultations. She can help you and your clients understand how this federally-insured loan program can be used to improve retirement cash flow. If you or someone you care about is looking for ways to improve cash flow during retirement years, and/or downsize/rightsize to a “forever home,” the FHA-insured, deferred repayment, and recently revamped HECM program, is something you will want to better understand. Amanda also specializes in the Jumbo reverse mortgage programs. Amanda is a trusted resource for financial professionals, realtors, and retirees, and has provided industry updates and training to various PFAC fiduciary groups, NAPFA financial advisor teams, CalCPA groups, OBAR, and other Realtor associations throughout the country. She has also spoken as a guest lecturer to Merritt College’s Real Estate Finhe helps finance profance class. Sessionals and consumers to gain a deep understanding of program guidelines and brainstorm ways to use this flexible planning tool to serve the Boomers and Beyond. Amanda enjoys hiking, exploring the Bay Area, and is involved in various financial literacy programs for Bay Area youth.

Retired Wealth Strategist

Provide advice regarding financial planning, estate planning, taxes, retirement planning, and insurance.

Partner Wealth & Advisor at Kaiyo Wealth

Jeremy Kovacevich, CFP® For more than a decade, I’ve had the honor & opportunity to work with successful individuals and families to help them achieve their life goals through comprehensive wealth management. As a result, clients better understand their wealth and gain clarity into their most relevant opportunities & risks, culminating in a deep knowledge of their balance sheet and values. By joining Kaiyo Wealth, I’m excited to enhance and deliver the best practices I’ve developed over time. Furthermore, working with Kaiyo will allow me to focus on clients without conflict of interest. My passion for financial planning goes beyond the office. I’ve enjoyed numerous leadership roles in the professional community and support young planners in their pursuit of CFP® accreditation. When I’m not working, I enjoy spending time with my family, traveling, reading, hiking & yoga. Education and Professional Designations BA Cultural Anthropology MBA Financial Planning CERTIFIED FINANCIAL PLANNER

Administrative and Advisor Experience Manager at WestPac Wealth Partners

Vanja is an American Public University System graduate with a degree in Legal Studies and a Paralegal certificate. She also earned a master's degree in Financial Compliance and Risk Management from Albany Law School in New York.

With over seven years of experience in the financial industry, Vanja has experience in asset management, research, and analysis. Her career journey has included managing custodian bank operations and actively developing and modifying procedures and controls to mitigate risk and enhance overall strategies, ensuring business functionality and efficiency. She holds FINRA Series 7 (General Securities Representative) and Series 66, demonstrating her commitment to professional development and regulatory compliance.

Beyond her professional achievements, Vanja is an avid outdoor enthusiast, finding joy in skiing, rollerblading, and paddle boarding. Her adventurous spirit extends to thrilling experiences such as skydiving, reflecting her well-rounded personality and ability to balance a demanding career with personal interests.

In addition to her professional and recreational pursuits, Vanja has dedicated her time and skills to community service. She served through the International Rescue Committee (IRC) as AmeriCorps' VITA program coordinator, contributing to outreach efforts and developing training programs for local groups.

Associate Advisor at Pure Financial Advisors, LLC

Financial Planning Manager at Carter Financial, LLC

As Financial Planning Manager, Christina is passionate about designing customized personal financial plans for clients focused on financial independence. She is involved at all levels of tailoring wealth advisory services. Christina also serves as Chief Compliance Officer (CCO) for Carter Financial, LLC. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Private Wealth Advisor® (CPWA®) designations. She resides in Cardiff with her husband and two children.

Financial Planner at Cetera Investors

With over 25 years of experience in the financial planning industry, a dual-focus career has been built to deliver exceptional value to clients and financial advisors alike. As a Leader and Mentor, knowledge and expertise are shared to support the development and growth of other financial advisors. Mentoring and collaborative partnerships have positively impacted the lives of their clients, with a collective reach extending to more than 1,000 individuals across various practices. Financial planning should focus on understanding clients’ individual goals and crafting plans that align with their lives. Success is built on trust, strong relationships, and personalized strategies that help clients achieve what matters most. A commitment to guiding individuals, whether clients or advisors, remains central to unlocking full potential and achieving meaningful goals. By fostering a culture of trust, education, and personalized strategy, the aim is to empower others to create sustainable success. Whether you are seeking a trusted partner to help achieve your financial objectives or an advisor looking to grow your practice, I invite you to connect with me to explore how I can support your journey.

529 Consultant at ScholarShare 529

Jody Jacobson, PhD, Founder, Human Skills Institute™ Coach & Consultant to Leaders in Transition

Executive coach, organizational consultant, author, and podcast host.

Jody founded the Human Skills Institute™ to help financial advisors and firm owners navigate the critical transitions that define long-term success; from building and leading a growing firm, to succession planning, to the deeper question of who you’re becoming as a leader and what comes next.

She works with founders, senior leaders, and accomplished professionals at moments when what got them here is no longer enough to get them where they’re going. Her work helps clients see their situation clearly, understand themselves and their organizational dynamics more fully, and move forward with confidence in ways that weren’t available before. Clients consistently describe the work as transformational.

Jody holds a PhD in Organizational Studies from Tilburg University (The Netherlands), with a focus on Social Construction, and an MSBA in Organizational Theory from Bucknell University. She is a certified Master Practitioner of Appreciative Inquiry (NTL/Case Western Reserve University) and brings over two decades of organizational practice to her work with the financial planning community. She is the author of Organizational ADD: Refocusing Your Business for Growth.

Certified Mortgage Planning Specialist at Synergy One Lending

Sarah Lindsey is a mortgage professional with over 10 years of industry experience. Her core values are based on one simple approach – provide the client with trusted expertise, personalized information, specific to their needs. She has helped thousands of families purchase and refinance properties since joining the residential mortgage industry in 2004. As a mortgage advisor, Sarah is committed to a holistic approach with her clients. She is very passionate about a home being “one of your biggest investments and an integral part of an overall tax and financial plan. My goal is to empower my clients through mortgage education and a collaborative approach with their other financial partners.” Sarah currently serves as a Loan Officer with Synergy One Lending’s Solana Beach branch and has been awarded the 5 Star Mortgage Professional award every year since 2017. She is a resource member for the San Diego Chapter of the Financial Planners Association, sits on the board of Junior Achievement (a non-profit promoting financial education, work and career readiness and business ownership to school age children) and has been featured in Forbes magazine.

Wealth Advisor at Brio Financial Group

Jamie combines his methodical, problem-solving abilities with a people-loving nature in his role as a Financial Planner at Brio. Earning both the CERTIFIED FINANCIAL PLANNER™ certification and a master's degree in financial planning, Jamie exhibits a high level of technical skill and drive to lead clients to financial success in all areas of the financial planning spectrum. He is now leveraging his technical acumen by taking the lead at the firm as the tax planning specialist.