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...
Erin M. Cox*
Chief Operations Officer
Aaron Driscoll
Executive Partner
Rick Beyer
Chief Operations Officer
Brett Laddusaw*, CLU®, ChFC®, CFP®, AIF®
Partner
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...
Scott Johnson*
Partner
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...
Alexander Bayacal
Partner
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...
Bar De Leon*
Partner
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...
David Dulong
Partner
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...
Bill Malak*, CLTC, FSCP, FSS, LUTCF
Associate Partner
Executive Financial Professionals
Brendan Farrelly*, CFS
Executive Financial Advisor
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...
Andrew Rosner*
President of Employer 401k Solutions
Always intrigued with the markets, at age 11 Andrew built his first mock portfolio and then dialed in on his family’s 56k modem once a week to follow it. Fast forward to today, and while technology has sent dial up modems to...
Ryan Chatterton*
Executive Financial Advisor
Ryan is a financial guide. He leads his clients through their financial decisions by providing simple and transparent financial strategies that encourages them to take action. Ryan works with individuals and businesses to get...
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.