At Labrum Wealth Management, we address our clients' financial planning and investment management in a comprehensive, coordinated and disciplined manner. We share a deep appreciation for both the human and the economic aspects of wealth accumulation, distribution and transfer. Our wealth advisors will work in conjunction with other professionals – including tax, legal and insurance – to create a seamless advisory board that can meet your evolving needs. This allows us to offer a complete range of wealth management services, including: investment planning and management, financial planning, tax planning, estate planning, annuities, life insurance, long-term care insurance and 401(k) and retirement income planning.
Jason has been helping individuals, families and businesses with financial planning, portfolio management and business retirement plans since 1998 and holds a bachelor’s degree from San Diego State University. Jason founded Labrum Wealth Management in 2009 after spending 12 years gaining industry experience with two major Wall Street brokerage firms. He is dedicated to serving his clients in a fiduciary capacity, acting in their best interests and dedicating himself to developing loyal relationships with them. Jason has served on the board of the Boys and Girls Club of Carlsbad since 2002 and is active in the community. In 2015 he launched Financial Detox™, a consumer advocacy brand with the mission of delivering transparent and simple financial education to the masses. His radio show can be heard on AM760 KFMB. When not pursuing his professional endeavors Jason spends time with his family and enjoying skiing, golfing and surfing.
Rick is a graduate of Arizona State University with a BA in Business. Rick brings many years of business experience and financial knowledge to The Labrum Group as one of our esteemed financial advisors. After running his own company for 23 years, Rick changed direction and began a career in wealth management. Since 1992 he has specialized in helping clients preserve and grow their wealth. Rick and his wife, Ruth Ann, have made Temecula their home since 1990 where they enjoy their five grandchildren, golf and travel.
Darcy has been guiding clients toward financial success since 2000. Her financial planning practice is focused on helping clients with both individual and business retirement planning. She has a bachelor’s degree in business administration from the University of California, Riverside, and is a Certified Financial Planner.™ Darcy acts as keynote speaker for organizations throughout the year and conducts educational and financial seminars. Giving back is a top priority for Darcy, and she is committed to serving her community and the world through several different organizations. She enjoys outdoor activities, traveling and spending time with her family. She currently keeps a residence in and splits her time between Summerland Key, Florida, and Murrieta, California.
Alex began his financial services career in 2005 after working for Kodak’s International Marketing Division in Santiago, Chile. He is focused on helping clients identify and accomplish their financial planning and investment management goals. He received a bachelor’s degree in business administration from California State University San Marcos with an emphasis in international business. Alex currently serves the board of the Carlsbad Hi Noon Rotary club as Treasurer. Outside of his professional roles Alex enjoys time spent with his family, outdoor activities and travel.
Bonnie is a graduate of Texas A&M University with a degree in finance with an emphasis in investments. Through her 21-year career in the financial services industry Bonnie has worked for Edward Jones, AG Edwards, TD Ameritrade, TD Waterhouse Investor Services, Schwab Institutional, AKT Wealth Advisors, SBR Financial and joined Labrum Wealth Management in 2015.
In 2009, Bonnie’s love of culture and travel led her to begin volunteer work with The International Rescue Committee which built her appreciation of being a woman and sparked the desire to work with women and their finances. Through working with refugee families in San Diego, Bonnie discovered where true fulfillment comes from – the beauty and value of giving and in relationships with people.
Bonnie is passionate about philanthropy, connecting local women with other women through women’s groups, supporting education through scholarships and making a lasting impact on women in San Diego. She is committed to volunteer work with numerous organizations, including; International Rescue Committee Youth Programs Scholarship (IRC), Ninety-Nines Scholarship Chair and Women’s Empowerment San Diego.
Bonnie is a private pilot flying out of Montgomery Field in San Diego. She is currently working on her seaplane rating and aspires to obtain her instrument and commercial rating in order to fly medical missions outside of the U.S. as well as locally for Angel Flight West. She enjoys flying, biking, traveling and teaching. She has a little co-pilot, her son, Jonah, who is currently 5 months old.
Bonnie holds the designation of Certified Financial Planner.™
Chris recognized his desire to coach others in pursuing their financial goals midway through his career in the United States Marine Corps. Upon retiring from the Marine Corps, Chris joined a major national firm as a financial advisor. Driven toward independent decision making for his clients, in 2009 Chris transitioned his practice to one of the nation's largest independent broker dealers. Chris was previously an advisor with SBR Financial Group in San Diego and joined the Labrum Wealth Management team as a Wealth Advisor in 2015.
He is the firm’s “official” Ironman, competing and encouraging others to compete in triathlon events here in San Diego and around the country. Chris is also the quintessential “coach” when it comes to helping others, whether their goals are fitness or finance. Chris mentors, encourages and teaches others with patience and kindness, and he relishes in seeing others succeed.
Chris enjoys spending time with his wife, Regina, and their daughter, Aubrie. As a family, they enjoy traveling, spending time with family and friends, and swimming, biking and running.
Born and raised in the Florida Keys, Leslie has been assisting individuals and small businesses to reach their financial goals since 2004. She was previously with Edward Jones Investments, and joined Labrum Wealth Management as a Wealth Advisor in 2017. Leslie received a Bachelor's Degree from the University of Central Florida in 2003 and currently holds her Accredited Asset Management Specialist designation from the College for Financial Planning. Her mission is to be a guide to the members of her community to help them achieve their best financial selves. Leslie also enjoys volunteering and spending time on the boat with her husband and son.
Travis began his career in the financial services industry in 2010 working as a financial advisor with Merrill Lynch. Travis joined Labrum Wealth Management in 2016 after working for TD Ameritrade Institutional assisting Registered Investment Advisers with streamlining operations. At Labrum Wealth Management, Travis will be assisting with Retirement Plan Services while acting as a fiduciary to help clients achieve transparency, plan integrity through design and achieve maximum participation from education and planning. In addition, Travis advises individual clients to help simplify and understand the wealth building and preservation process. He holds a Bachelor of Arts in Finance from Ashford University and lives in Vista, California, with his wife of 10 years and three children. On his spare time Travis likes to run, hike and support his children and family in their many sports activities.
Jordie has been in the financial industry since 2007 where she working for The Labrum Group in the Temecula office. Jordie graduated from San Diego State University with a bachelor's degree in economics and was a scholar athlete in women’s basketball. She has both her Series 7 and Series 66 licenses and is focused on business management and compliance for Labrum Wealth Management.
Colleen has been working in the financial services arena since 1987. Life insurance is her area of focus, and she is dedicated to finding the right solutions for our clients’ needs and aspirations. Colleen is a graduate of California State University Long Beach and a native of Leucadia. She currently resides in Carlsbad with her husband Al, their sons, Michael and Tyler, and daughter, Meghan.
Shanda joined the Labrum Wealth Management team in February 2015 and brings over 16 years of experience in the financial industry. Shanda is a senior client service associate and assists the advisors with providing the best customer care. She has a true compassion for helping others.
Shanda previously worked for The Burg Group, where she became experienced in the financial industry, specifically in the areas of meeting the goals and expectations of the client, as well as executing transactions in a timely and precise manner.
Shanda graduated from California State University San Bernardino with a bachelor’s degree in business with a concentration in finance.
In Shanda’s spare time, her focus is spending time with her husband, John, and two beautiful girls, Addyson and Alyvea.
Thomas joined the Labrum Wealth Management team in 2015. He graduated from California State University San Marcos with a Bachelor’s Degree in finance, where he was a 3-time Dean’s List award winner. Thomas holds a Series 65 securities license and serves a critical role in advising/directing client service across the firm. His analyst role places him at the forefront of portfolio construction, implementation and rebalancing. In his free time, Thomas enjoys playing sports and spending time with family and friends.
Andrea is a graduate of the University of San Diego and has an extensive background in the Hospitality industry. During her time as Manager of Recreation at Omni La Costa Resort and Spa she was awarded Associate of the Year in 2011. The skills she developed while working at major luxury resorts are an excellent match for helping provide LWM clients with an exceptional experience. Andrea enjoys hiking, snowboarding, and running during her free time.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at 760-707-5555 today!
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