Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

Leadership Team

Derek M. McDougall*

Founder & Managing Partner


A native Californian, Derek grew up in the beach town of Santa Cruz. He was recruited by the University of California San Diego as a sought-after high school student athlete, and he graduated from UCSD with a degree in Economics with...

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Erin M. Cox*

Chief of Staff

(760) 760 9005 x 700

As the Chief of Staff, Erin manages day-to-day operations as well as providing support for advisors and clients. She also aids Derek in recruiting new advisors to the firm as well as providing case management. Erin has been in the...

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Brett Laddusaw*, CLU®, ChFC®, CFP®, AIF®


(760) 760-9005 x 701

After graduating with an Economics Degree from the University of California, San Diego, Brett started his career in institutional asset management in the San Francisco Bay Area with Fisher Investments where those he served included...

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Scott Johnson*


(760) 760 9005 x 703

At the age of 20, Scott Johnson began his first business in Thousand Oaks, CA teaching recreational sports. One of his students introduced him to the world of real estate appraising. After learning the ropes as an apprentice, Scott...

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Alexander Bayacal


(760) 760 9005 x 704

Alexander Bayacal went into business at the young age of 20 years old. He started out in the real estate business with his family. After a year in his family business of real estate Alexander was recruited into the financial services...

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Bar De Leon*


(760) 760 9005 x 702

Bar began his financial career in 1999 working in retail banking. He then entered the Mortgage Lending and Real Estate sector in early 2000’s. Bar then transitioned to the Financial Services sector as a Financial Advisor in 2011...

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Travis Dougherty*


(760) 760 9005 x 759

Originally from Denver, CO, Travis began in the financial services industry in 2005 as a registered representative with Banc of America Investment Services.  In 2008 he was offered the opportunity to represent Lincoln Financial...

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David Dulong

Associate Partner

(760) 760-9005 x 721

David was born into a law enforcement family.  Where both his mom, dad, uncle, and stepdad were all policemen. Growing up with two brothers, one older and one younger, it seemed apparent that they would all follow the family...

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Executive Financial Professionals

Brendan Farrelly*, CFS

Executive Financial Advisor

(858) 248-0319

 Brendan has always had a passion for the financial industry, earning his degrees in Economics with an emphasis Finance from San Diego State University in 2002. Prior to starting his financial services practice, Brendan worked as...

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Drew Nichols

Long Term Care Professional


Drew Nichols has over a decade of experience in Long-Term Care planning.  As both a team leader and an agent, Drew has helped over 20,000 families solve their long-term care funding problems.  Well versed in both traditional...

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Support Staff

Brittany Smith


(760) 760 9005 x 740

Brittany began her experience with cash flow and accounting while in college reading contracts and handling accounting for a small manufacturing business. At the same time, she was studying at California Polytechnic University, Pomona...

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Lucy Kim


(760) 760 9005 x 711

Lucy earned her Bachelor’s degree at Biola University in Sociology and then completed her Master’s degree in Counseling with an emphasis in Marriage and Family Therapy at California State University, Fullerton. After...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.