Meet
Team TBG

Founder

DAVID L. BAHNSEN

Founder, Managing Partner, & Chief Investment Officer

David oversees the management of over $3.5 billion in client assets.

Prior to launching The Bahnsen Group, he spent eight years as a Managing Director at Morgan Stanley and six years as a Vice President at UBS. He is consistently named as one of the top financial advisors in America by Barron’s, Forbes, and the Financial Times (2016-2021).

He is a frequent guest on CNBC, Bloomberg, Fox News, and Fox Business, and is a regular contributor to National Review. He hosts the popular weekly podcast, Capital Record, dedicated to a defense of free enterprise and capital markets. He is a regular lecturer for the Acton Institute and the Center for Cultural Leadership, and writes daily investment commentary at thedctoday.com and weekly macro commentary at dividendcafe.com.

David is a founding Trustee for Pacifica Christian High School of Orange County and serves on the Board of Directors for the National Review Institute in New York City.

He is the author of several best-selling books including Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (2018), and The Case for Dividend Growth: Investing in a Post-Crisis World (2019). His newest book, There’s No Free Lunch: 250 Economic Truths, was released in November 2021.

David’s true passions include anything related to USC football, the financial markets, politics, and Chinese food. His ultimate passions are his wife of 20+ years, Joleen, their children, Mitchell, Sadie, and Graham, and the life they’ve created together on both coasts.

Partners

Kimberlee A. Davis, J.D., CDFA®

MANAGING DIRECTOR, PARTNER

Kimberlee specializes in personal wealth advising, and financial, retirement and estate planning solutions, for high net worth individuals and multi-generational families.  As a Certified Divorce Financial Analyst®, Kimberlee’s proficiency also includes helping her clients transition to financial independence after life-altering events such as death or divorce. 

Kimberlee has established The Fiscal Feminist, a platform from which she strongly advocates for women through her passion to empower and educate them concerning their finances.  Her mission is to help all women — mothers, daughters, professional women, divorced women, widowed women, women of all ages and wealth levels –to embrace their responsibility to themselves to achieve solid financial footing in both calm and turbulent times.

With more than 25 years of finance, legal and corporate experience, her career has included being a corporate securities lawyer, investment banker, and Chief Financial Officer.  Kimberlee received her Bachelor of Science in Foreign Service/International Finance, at Georgetown University and earned a Juris Doctor from Georgetown University Law Center.  She currently holds the Series 7 and 66 licenses and the California Life and Health Insurance License.

As an active participant in the community, Kimberlee is a member of the United Way’s Women’s Philanthropy Fund and the Alexis de Tocqueville Society, a board member of The Valiant Women of the Mission Hospital Foundation in Mission Viejo, California which supports women’s health care and nursing education, and a board member of The Sparkle Foundation’s Sparkle BIZ platform which invests in single mothers who are business owners or entrepreneurs.   Kimberlee also is the President of the British American Business Council of Orange County, an Advisory Board Member for the University of California, Irvine – The Paul Merage School of Business Center for Investment and Wealth Management, and an active member of Gen Next, an organization dedicated to learning and engaging with the challenges facing future generations.

As a Pittsburgh native, she is an avid Pittsburgh Steelers fan.  Her passions include art, traveling and cooking, and reading.  Kimberlee is the proud mother of Allison, Claire and Merrill, who are in her view, her greatest accomplishments!

Don B. Saulic, CFP®, CPA

Managing Director, Partner

Don is a Managing Director and Partner in the team’s Private Wealth Management practice, where he advises on comprehensive strategies to help clients achieve their long-term goals. Areas of focus include investments, estate and tax planning, financial planning, risk management, real estate, wealth transfer, life management, and charitable planning. He is author of The Financierge – a publication dedicated to thought leadership on topics within our holistic, comprehensive private wealth management services.

Don is a CERTIFIED FINANCIAL PLANNER® professional, a licensed Certified Public Accountant (CPA), and holds FINRA Series 7, 24, 63 and 65 securities licenses, and a California life and health insurance license.

With over four decades of C-Level corporate executive and financial advisory experience, Don previously worked at several private and Fortune 1000 global companies holding positions such as Independent Board Director, President & Chief Operations Officer, and Global Chief Information Officer. Don has an M.B.A. from DePaul University and a bachelor’s degree in Accounting with Economics minor from Illinois State University.

In the community, Don has several philanthropic endeavors focused on helping adults and children achieve both success and significance. Don is experienced in public and non-profit boards and currently serves on the Board of the YMCA of Orange County, the Forum of Christian Business Leaders, and the Grace and Hope Foundation. A Chicago native, Don is proud of his three daughters – Meeghan (Maryville St. Bernard), Hannah (Mizzou Tiger) and Sophia (Baylor Bear); his son – Camdon (CDM Sea King); and his family black lab – Bear. Don makes his home in Corona del Mar, California.  

Brian T. Szytel, CFP®, AIF®

Deputy Managing Partner

Brian manages lead relationship management, investment strategy, financial and retirement planning, and advanced estate planning strategies for our clients.  Brian has a diverse professional background with over 15 years of financial advisory experience including UBS, SmithBarney and most recently at Morgan Stanley where he was promoted to First Vice President.

Brian holds the Certified Financial Planner ™, and Accredited Investment Fiduciary™ designations, along with the Series 7 and 66 securities and the California Life and Health Insurance License.  Brian received his Bachelor’s degree in Business and Economics from The University of California at Santa Barbara.  Brian lives locally with his wife Sara and daughters Sophie and Anna and adores his active lifestyle with them outside of the office.

Trevor Cummings, CFP®

PWA Group Director, Partner

Trevor focuses on providing clients customized financial plans, tailored investment solutions, and trusted financial advice.  Trevor formerly served as the Director of Financial Planning at The Bahnsen Group and continues to have a passion and interest in both the craft of financial planning and the financial planning industry. 

Prior to joining The Bahnsen Group Trevor’s experience includes his service as a Financial Advisor with Morgan Stanley and Retail Banking with Wells Fargo.  Trevor completed his bachelor’s degree in Organizational Leadership at Biola University and received an MBA with a concentration in finance from California State University, Fullerton.

Trevor is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.  Additionally, he currently holds the Series 7 and 66 securities licenses, and California Life and Health Insurance license.

Outside of work Trevor enjoys serving as an Elder at Heritage Christian Fellowship in San Clemente and assisting with the Varsity basketball program at St. Margaret’s Episcopal School in San Juan Capistrano.  Trevor formerly competed as a cyclist and still enjoys staying active playing basketball, mountain biking, and playing ultimate frisbee.

Trevor’s greatest joy is his family; his beautiful wife, Nicole, and their sons, Shepherd and Judah.

Sean Latimer, CFP®

Private Wealth ADVISOR, Partner

Sean works as a private wealth advisor focused on developing comprehensive financial solutions for clients. Sean became a partner in 2022 after joining The Bahnsen Group in 2019. Prior to that he was a Financial Planning Specialist at Morgan Stanley, where he was named to the Pacesetter Club for 2016, 2017, and 2018.

Sean completed his Bachelor’s degree in Business Administration at California State University, Fullerton. Sean also completed his Certificate in Financial Planning at the Graziadio Business School, Pepperdine University.

Sean is a Certified Financial Planner™ (CFP®) professional. Additionally, he holds the Series 7 and 66 securities licenses along with California Life and Health Insurance license. He also serves on the Investment, Banking, and Audit Committee for the City of Laguna Niguel, California

Sean is a proud husband to his beautiful wife, Sarah, and father to his two sons, Mason and William, and his daughter Olivia.

Private Wealth Advisors

Stoddard Barnhill, CFP®

Private Wealth Advisor

Stoddard joins The Bahnsen Group as a member of our Private Wealth Advisor Group.  Stoddard lends bold ideas and strategies to the team that benefit the firm’s entire client roster — particularly leaders of Fortune 500 and large private companies with equity compensation and complex benefit plans.  Stoddard enhances the multi-generational capabilities of the team by also working with the adult children of the firm’s clients. Stoddard finds great fulfillment in walking alongside his clients, providing them with the tools and information they need to make educated, meaningful decisions.

Regardless of their season of life, Stoddard’s clients can rest assured that he is fully dedicated to helping them achieve their goals both now and in the future.

Stoddard is committed to understanding his client’s priorities when he engages the planning process, and has particular skill and experience in the design of customized cash flow models.  

Stoddard holds a B.S. in Economics and Marketing from Marquette University.  He holds the Series 7 and 66 licenses and is a licensed CFP® Professional.  He and his wife, Mindy, have two children

Evan Bozymski

Private Wealth ADVISOR

Evan is a Private Wealth Advisor at The Bahnsen Group’s New York City office.  Evan worked as an Analyst at JP Morgan after graduating from Bucknell University, where he majored in Economics.  He later moved to Deutsche Bank as a credit analyst focused on leveraged finance and subsequently worked with hedge fund clients on the high yield and distressed credit desk.  He moved to the client side of the business from there, worked in financial and corporate strategy at Tramec Holdings, and helped to run the process on a very large M&A transaction.  He brings skills in corporate finance and capital markets to The Bahnsen Group, and has a tremendous passion for being a solutions provider for clients.

Evan is newly married to his wife, Sunny, and lives in Lower Manhattan. Evan holds the Series 65 securities license. He is an Eagle Scout, a former Division 1 Lacrosse player, and an avid student of financial markets.

Drew Dill

Private Wealth ADVISOR

Drew is a Private Wealth Advisor at The Bahnsen Group’s Newport Beach office, joining us after eight years as a Premier Banker at Wells Fargo, where he held a variety of senior banking roles and management roles. In addition, Drew is a Chartered Retirement Plan Specialist helping to implement and maintain retirement plans for employers and employees alike. Drew holds a CRPS license, Series 7 & 66 securities licenses, and a California Life Insurance license.

Outside of work, Drew is an avid baseball fan; Go Padres! He enjoys reading, teaching Sunday school at his church, fishing, hiking, long road trips, and smoking meats on the Pit Boss. Drew’s greatest joy is spending time with family as he is happily married to his wife Elisabeth, and the proud father of two young children, Edison and Isla. 

Sarah Elzahr

Private Wealth Advisor

Sarah is a Private Wealth Advisor out of our Newport Beach office, having joined us in 2022 after seven years as a Private Banker at Wells Fargo.  Her vast experience in private banking gives her significant knowledge and understanding around the holistic needs of clients, and her status as one of the top bankers at Wells Fargo solidified her resourcefulness in developing solutions for high net worth and ultra-high net worth clientele.

Sarah holds Series 7 and Series 66 FINRA licenses and graduated from Cal State University-Sacramento with a degree in Business.

Her favorite thing to do outside of work is spend time with her nephews and nieces, being the “super cool aunt.”  She loves to travel, hike, and cook.  She has a passion for working with organizations that support Autism awareness, and volunteers for Surfers Healing, a non-profit surf camp that teaches children on the spectrum how to surf.

GEOFFREY GREGORY

SENIOR WEALTH ADVISOR, DIRECTOR OF INVESTMENT BANKING

Geoff serves as a Senior Wealth Advisor and the Director of Investment Banking for The Bahnsen Group, bringing more than forty years of experience in the financial services industry.  Geoff works with business owners, corporate executives, and entrepreneurs in all aspects of financial need from corporate liquidity events to private wealth management, planning, and investment services.

Geoff joined The Bahnsen Group in September of 2019.  Prior to the transaction, Geoff served as the Managing Partner of the G3 Advisory Group of HighTower Advisors.  Before joining HighTower, Geoff served as a First Vice President at Merrill Lynch, and spent the previous fifteen years in commercial banking, most of which was managing state-wide divisions supporting middle-market and privately-held companies. He was also the co-founder of a boutique investment bank in New York City.

Geoff brings to The Bahnsen Group vast experience and leadership in investment banking, having been instrumental in envisioning and implementing the HighTower Strategic Advisory Network, which provides clients with access to an exclusive network of sophisticated investment banking resources.

Geoff earned a Bachelor of Arts degree from the College of William and Mary, as well as a graduate degree from the University of Delaware’s Stonier Graduate School of Banking. He has completed professional education courses focused on leadership and strategic planning at both Harvard and Columbia University. He holds the Chartered Retirement Plan Counselor® (CRPC®) and Certified Financial Manager® (CFM®) designations.

Geoff enjoys kayaking, fishing, biking, what some would generously call golfing and singing in his church choir. He is active in his community, having served on the boards of Madison Cares and Mercy Center. He lives in Madison, CT with his wife, Donna, and has two adult children and best friends, Joshua and Matthew.

Sarah Leitzke, CFP®

Private Wealth ADVISOR

Sarah is a member of our Private Wealth Advisor Group at The Bahnsen Group working from our Minneapolis location.  Sarah has a true passion for helping people feel both knowledgeable and at ease with their financial decisions. She is driven to find solutions to complex problems. Sarah obtained her CFP® certification in November 2020.

Before diving into the financial industry in mid-2017, Sarah was in church leadership for 6 years and received Bachelor of Arts degrees from both the University of Minnesota and North Central University in Political Science & Communication Studies and Music, respectively.

Brian Miller

Private Wealth ADVISOR

Brian is a Private Wealth Advisor at The Bahnsen Group working from our Tennessee location.  Prior to opening The Bahnsen Group office in Nashville, Brian worked from our Newport Beach headquarters. Brian worked for three years as an Investment Solutions Consultant at Alliance Bernstein, a $700 billion asset manager.  Prior to that Brian was a Major League baseball pitcher in the Tampa Rays organization.  

He is a graduate of Vanderbilt University where he won a 2014 world series championship.

Brian holds the Series 7 and 63 designations, and is highly focused on financial planning and stewardship of all phases of the wealth management process for our clients.

He and his wife, Megan, and their two kids, Jane and Archie, live in Nashville.  Brian is very involved in his local church and loves family movie nights, golfing, and SEC football.

Brendan X. Porter

Private Wealth ADVISOR

Brendan joined our Private Wealth Advisor group in the summer of 2021 after many years at Tax & Financial Group. Brendan has a substantial background in financial planning and risk management and brings significant experience and skill in high-level client relations to the team.

Brendan holds the Series 7 and Series 66 registrations. He received his Bachelor of Arts Degree in Labor Relations and Employment Management from Rutgers University in New Jersey.

Brendan is very active with Athletes in Action and has recently joined the council for Safe Families for Children. Brendan formerly played professional lacrosse for six years and now enjoys playing golf, dance parties with his daughters, watching lacrosse, and family bike rides.

Brendan’s great joy is spending time with his wife, Jenna and their four kids: Riley, Selah, Quinn and Xavier.

Nathan R. Straw

Private Wealth ADVISOR

Nathan is a Private Wealth Advisor at The Bahnsen Group’s Newport Beach office, joining us after six years as a Financial Advisor and Portfolio Manager at Morgan Stanley. Nate was named to the Morgan Stanley Pacesetter’s Club from 2018-2021.  He will be deeply focused in our Private Wealth Advisor Group as a lead relationship manager, financial and retirement planner, and investment allocator.

Nate completed his MBA with a concentration in Management from California Baptist University. He holds Series 7 and 66 securities licenses.

Outside of work, Nate enjoys backpacking and fishing, ushering at his church in San Clemente, and volunteering as a Young Life youth leader.  A former chef, Nate continues to live out his passion for the culinary arts, cooking for friends, family and charity events. Nate truly loves volunteering at orphanages in Vietnam, Philippines, Haiti and Mexico.

Steve Tresnan, CFP®, CAIA®

Private Wealth ADVISOR

Steve is a Private Wealth Advisor at The Bahnsen Group, working from our New York City office. He was formerly a Managing Director at HighTower Advisors, and brings more than thirteen years of industry experience to our team. Steve utilizes comprehensive financial planning and nontraditional investments to help clients improve their ability to attain long-term financial goals.

Steve has focused throughout his career on alternative investments, research, analysis, trading, financial planning, client service, insurance, and customized reporting solutions for ultra-high-net-worth families and institutions. Previously, he supported HighTower’s Global Investment Solutions team by coordinating investment research, analytics, due diligence and access capabilities for the company. Prior to HighTower, Steve was a financial advisor at Ameriprise Financial in the greater Philadelphia area.

Steve is a Certified Financial Planner as well as a Chartered Alternative Investment Analyst®. He is also an Accredited Investment Fiduciary, which helps him offer guidance to clients with fiduciary responsibilities, such as board members of trusts, foundations, and endowments. Steve earned a Bachelor of Science degree in Industrial Engineering from Penn State University.

Steve serves on the board and finance committee of New Music USA – a national nonprofit devoted to the development and appreciation of new music in the U.S. – and volunteers as the Treasurer for Campus Fun & Learn, a child development center on the campus of Rockland Community College in New York. A Pittsburgh native and long-time guitarist, he enjoys playing and writing music, grilling/BBQ, exercising, sampling IPAs, watching PSU/Pittsburgh sports, golfing, and spending time with family and friends. Steve, his wife, Katie, and daughters, Ruby and Violet, live in Leonia, NJ.

Solutions & Analytics

Deiya Pernas, CFA®

Chief Operating Officer, Deputy CIO

Deiya serves in a leadership position in our Solutions and Analytics group, working directly with the Chief Investment Officer on all portfolio and asset allocation decisions. Deiya heads our Manager Research and Diligence efforts, and is responsible for portfolio analytics, client performance reporting, trading and execution, and overall investment solutions.

Deiya is to essential to all aspects of trading, asset allocation, performance reporting and manager selection. He manages the infrastructure & processes responsible to achieve both scale and enhance customization in the portfolio management process.

Deiya joined The Bahnsen Group in 2014 at Morgan Stanley and was a key part of our transition efforts the following year. He has four years of honorable service in the United States Air Force where he was an F-15 Fighter technician. In addition, for a period of 365 days he was assigned to Seymour Johnson Air Force Base’s Honor Guard as part of the Air Force’s Mortuary Affairs Program. He completed his Bachelor’s degree in Economics from University of California, Berkeley and is a CFA Charterholder. He currently holds the Series 7 and 66 licenses.

KENNY MOLINA, CAIA®

Senior ASSOCIATE

Kenny is a part of our Solutions and Analytics department, focused on equity and bond trading, portfolio analytics, and alternatives manager research and diligence. Kenny also oversees The Bahnsen Group’s in-house hedge fund solution ‘Alternative Income Solutions’ an alternatives strategy that was structured, launched, and continues to be managed internally.

Before joining The Bahnsen Group, Kenny was a wealth management analyst with Valensi Rose, PLC, a law practice situated in Century City. He assisted in improving and standardizing financial schedules and provided departmental analytics.

Kenny completed his Bachelor’s degree in Economics from the University of California, Los Angeles, currently holds the Series 65 license, is a Chartered Alternative Investment Analyst, and is a LII CFA candidate.

LIPING "LEO" OUYANG, CFA®

Associate Equity Analyst

Liping supports the Investment Committee through idea generation, fundamental research, portfolio monitoring, and the value-added delivery of research and analytical work.

Liping’s career in financial services began in Austin, Texas, working at Century Management and LRT Capital.   At both firms his focus was on fundamental research, looking for “moats”, growth plans, and margins of safety.  He will bring a cash flow analysis skill to The Bahnsen Group to supplement a qualitative and quantitative research focus that is integral to our dividend growth philosophy.

Liping earned a B.S. in Materials from East China University of Science and Technology and an M.S. in Economics from Texas A&M University.  He earned his Chartered Financial Analyst® (CFA®) designation in 2021.

Manuel A. Ramirez

Associate

Manuel provides direct support to the Solutions and Analytics Department, focusing on internal performance reporting and substantial research of investment products and ideas. Prior to joining The Bahnsen Group, Manuel worked closely with high net worth individuals in the acquisition of commercial real estate properties. 

His work included the development of budgetary reports and extensive analytics around projects and proposed investment. He is a diligent analyst with a high regard for details and nuances that impact investment opportunity and results. Manuel completed his degree in Economics from the University of California, Los Angeles, and is currently pursuing the Series 65 FINRA license

Gale Millington

Associate

Gale works in our New York office in the Solutions & Analytics Department as a dedicated Alternative Investments resource. She is responsible for operational administration, data processing, and tax reporting across our entire Alternative Investment business. She is instrumental in making the workflow of this vital business line more efficient.

In her prior role, she worked as a Senior Operations Associate for the Commercial Bank Unicredit SPA, overseeing the daily monitoring of payment transfers locally and internationally. 

She holds a Bachelor’s degree in Business Administration from Brooklyn College and an Associate’s Degree in Marketing and Sales from NY City Tech College.

In her spare time, she enjoys reading and traveling.

Services & Planning

Joseph Klein, CEP®,  CFP®

DIRECTOR

Joseph serves as the Director of the Services & Planning department of The Bahnsen Group. He brings incredible skill in problem-solving to the organization, and has great passion for the tangible value that quality financial planning brings.  His role at The Bahnsen Group is particularly focused on estate and tax planning, and he is a key member of our Family Office team.  Joe is both a Certified Estate Planner and Certified Financial Plannerprofessional (Boston University).

Prior to joining The Bahnsen Group, he served on the corporate Investment Solutions team at Hightower, where he co-managed over $350 million in asset allocation models as a Senior Investment Analyst.  He brings a multi-faceted skillset from past career experiences, including consulting companies and municipalities in restructuring, and managing high yield lending as a Credit Analyst at Barclays Bank.

Joseph completed his Bachelor’s degree from New York University’s Stern School of Business, and holds the FINRA Series 7 & 63 licenses. 

Outside of work, Joseph enjoys playing softball, improving his golf game, and cycling. In the summer, Joseph mentors college students through the Sponsors for Educational Opportunity Career program. He and his wife, Amanda, are new to Orange County after spending the last 10 years in New York City. 

Phil Barnhill, CLU®

Director of Risk Management

Phil serves as The Bahnsen Group’s Director of Risk Management in our Services & Planning Department and is a key member of our Family Office team. Phil has provided sound, forward-thinking advice to businesses and individuals for nearly forty years. He was one of the founding partners, CEO and Chief Investment Officer of The Advocate Group from 1999-2014 and has been a lead principal at Story Capital in Minneapolis for the last several years.

Phil brings significant experience and sophistication to the task of risk management to The Bahnsen Group, with nearly 40 years of experience in life, long-term care, and disability insurance. He has a deep understanding of the asset protection benefits of distinctive onshore, directed trust jurisdictions. His clients have run the gamut of being officers of Fortune 500 companies, executives at large private companies, and high net worth and ultra-high net worth individuals and families. He has developed a values-infused process for addressing the vast array of a client’s legacy planning needs and offers a wellspring of knowledge and practical insight vital to the risk mitigation process. Phil holds a B.A. degree in economics from Hamilton College and is a Chartered Life Underwriter (CLU®). He and his wife, Michele, have three adult children. Phil enjoys skiing, hiking, and biking in his free time.

Matthew gregory

Associate

Matthew provides direct support to the Services & Planning department, focusing on alternative investments processing, and serving as the overseer of our client web portal. He works in our New York office.

Prior to joining The Bahnsen Group, Matthew graduated from New York University with a B.F.A in Drama. He is also a singer/songwriter and composed the music and lyrics for two off-Broadway premiere musicals. 

Since music activates both sides of the brain, Matthew brings a balance of analytical and creative thinking to all he undertakes.

Mathew Kraines

Associate

Mathew works in the Services & Planning (S&P) department of The Bahnsen Group office in Minnesota. His work is focused in all aspects of the financial planning process. Matthew support advisors and the financial planning function with a wide array of services.

Mathew received his Business/Finance degree from the University of South Dakota. Mathew’s interest for Wealth Management grew out of an internship he held in college with RBC Wealth Management working on a portfolio strategies team. Upon graduation he worked within Global Custody Operations for US Bank. 

Outside of work Mathew enjoys spending time with family and has a passion for being outdoors. Born and raised in Minnesota, he embraces the Minnesota lifestyle and particularly loves fishing, golfing, and camping.

Jeremy Polon

Associate

Jeremy is an Associate in our Services & Planning Department, located in our Newport Beach office.  Prior to joining The Bahnsen Group, Jeremy worked as a paraplanner at Lucia Capital Group, a wealth management firm in San Diego, CA managing $450 million.  He graduated from California State University-San Marcos with a finance degree, and holds Series 7, Series 66, and California Life and Health Insurance Licenses.

Outside of work, Jeremy enjoys reading and maintaining an active lifestyle, which consists of surfing, playing tennis, and playing in a softball league. He is a member of West Hills Champions, a local little league facility where he serves as a mentor to children with special needs and disabilities. His greatest joy is spending time with family

Service & Operations

ALEXIS GALES

Director

Alexis joins us from the University of Southern California where she was the Director of Operations for USC Volleyball.

Prior to her working for USC, she worked in sales development for Highspot Inc., a software company providing sales enablement tools and software for improving marketing effectiveness.

Alexis graduated with a B.S. in sociology from USC where she was also a starting volleyball player earning the AVCA All-America honors in 2013. Alexis went on to play professionally including contracts in Germany, South Korea, and the Philippines and was a member of the USA Women’s National Training Team competing for Team USA at the 2014 NORCECA Continental Olympic Qualifier.

BETH FIDUCCIA

Associate Director

Beth joined the Service and Operations Department of The Bahnsen Group in the spring of 2019, bringing valuable experience and skill to the team.

Beth began her career in 1991 at Shearson Lehman.  Over the last 25 years she has seen time at Smith Barney and UBS in various senior administrative roles.  Her experience covers both the RIA world and large firms, and she has tremendous ability to solve problems and serve clients.

Beth resides in Huntington Beach with her daughter. She enjoys riding her bike to the beach, baking with her daughter, and loves teaching Pilates.

CAMILLE MESITE

ASSOCIATE

Camille works within our Service and Operations Department assisting in the daily needs of our clients. After graduating from The Pennsylvania State University, she began her career in New York City and has over 30 years of experience in brokerage, mutual fund sales and asset management.  She started with Dean Witter Reynolds, Oppenheimer & Co, and Fred Alger Management in New York, followed by Shearson Lehman Hutton, Palley-Needelman Asset Management and Metropolitan West Capital Management in Newport Beach.

Camille is a Board Member of the Orange County Chapter of the Penn State Alumni Association.  Besides cheering on the Nittany Lions, she enjoys going to concerts, Anaheim Ducks hockey and using her Disneyland annual pass.

Reid Gustafson

Associate

Reid works in the Service & Operations (S&O) department of The Bahnsen Group’s Minnesota location. Reid is focused on building relationships and collaborating to uncover the best ideas for an informed outcome. In a complex industry with many moving parts, his ability to take on new challenges and provide support to the whole team is invaluable.

Reid spent twenty-five years running and developing a family business and brings ample skills in management and problem-solving to The Bahnsen Group. He loves the challenge of learning new systems and making sure great ideas are well executed.

Reid holds a B.S. degree in Interior Design (Commercial Focus) from the University of Minnesota.

Tammie Etchells

Associate

Tammie joined The Bahnsen Group in December 2021 as a member of the Service & Operations team. 

After graduating from the University of Southern California with a degree in Communications, Tammie started her career at Dean Witter/Morgan Stanley in Los Angeles.  She developed operations, marketing, and advisor communications experience in her seven years there. Subsequently, she spent the last fifteen years in a couple of different high-level Account Executive and Senior Operations roles.  She has experience in relationship management, client service, and high-level administration.

 

Tammie enjoys spending time with her family and dogs and in her free time enjoys going to USC football games. 

Laura Sauer

Associate

Laura joined the Service and Operations Department of The Bahnsen Group in March of 2022 where she also serves as the Office Manager of our brand new Nashville office. Prior to joining TBG she spent three years as a private client associate at Janney Montgomery Scott.  She earned her bachelor’s degree from the University of Tennessee, where she majored in Kinesiology and minored in business administration.

In her free time Laura loves exploring new Nashville restaurants, hanging out with her niece and nephews, and cheering on the Tennessee Vols. 

Charlene LuongVan

Associate

Charlene joined the Service and Operations team in March 2022, working from our New York office and providing operational coverage to some of our New York advisors.

Charlene was born and raised in Minneapolis and graduated from Minnesota State University with a degree in communications and a minor in marketing.  She has previously worked in operational and administrative positions in the publishing industry and real estate business.  She relocated to New York City to develop professionally and join the TBG family.

In her free time, Charlene enjoys reading, running, and attending concerts.  She also enjoys Muay Thai and Brazilian jiu jitsu classes.

Darren M. Lightfoot, AAMS®

Associate

Darren joins the Service & Operations Department of The Bahnsen Group after spending 6 years at Charles Schwab, where he began his career in finance in 2016. 

During his last 3 years in the Schwab Newport Beach office, Darren was a direct partner to 2 senior financial advisors, specializing in serving UHNW clients.

He graduated from The Master’s University in 2015, where he earned athletic (soccer), academic, and music scholarships. He was a 2-time Academic All-American, and was given the Champion of Character award by the university’s athletic department. 

Darren lives in San Clemente with his wife and 2 daughters, and enjoys leading the worship band at their local church. 

RAYNA AUSTIN

Treasurer

Rayna serves as the Treasurer for The Bahnsen Group, formerly the team’s Business Administrator, and is responsible for financial operations, Human Resources functions, and all control functions in our finance department. She is based in our Newport Beach office.

Rayna joined The Bahnsen Group in 2018 after four years with Capstone Partners and Gemini Southern, LLC where she gained experience in management consulting, corporate finance, and accounting services.

Rayna is a graduate of the University of Nevada, Las Vegas and holds a B.A. in Criminal Justice and a minor in psychology. She also earned her Paralegal Certification from the University of California Irvine, and her Accounting and QuickBooks Certifications from the National Association of Certified Public Bookkeepers.

ERICCA MURILLO

OFFICE MANAGER - Newport Beach

Ericca brings stellar experience in client service and office management to The Bahnsen Group. Prior to joining us, she managed the office of an international manufacturing company in Orange County, covering more than fifty employees.  She possesses great skill in business administration and has a real passion for supporting the client experience and advisors at The Bahnsen Group.

A devoted mother, Ericca enjoys outdoor activities, year-round youth sports, and days at the beach.

Abigail S. Murphy

Office Manager - New York

Abigail serves as the New York Office Manager and a Service & Operations Associate for The Bahnsen Group. Before joining the team, Abigail worked in various financial services, investor relations, and non-profit administrative positions in New York City.  

Abigail is a graduate of The King’s College in Lower Manhattan and has lived in Brooklyn, NY most of her life.  She enjoys spending time with her family, reading, writing, and running in New York City parks.

Michele Barnhill

Office Manager - Minneapolis

Michele serves as Office Manager in our Minneapolis office.  Incredibly focused and a shining example of principled leadership, Michele has spent thirty years in the financial, insurance, and estate planning industries. 

After a brief stint in the world of public accounting, Michele established a private estate-planning law practice, which she ran out of her home for fifteen years while raising three children. Michele then became a founding partner at The Advocate Group, a large regional Registered Investment Advisory firm, where she was lead director of the operations department. 

Michele has vast experience in complex insurance underwriting which she will bring to the risk management functions of The Bahnsen Group.  She is a true seasoned professional in various intergenerational family planning issues.  Clients directly benefit from Michele’s artful mediation skills in addition to the broad array of abilities that make her an essential member of the team.

She holds a Juris Doctorate from the William Mitchell College of Law and a B.S. degree from Syracuse University. 

Strategy & Communications

brian tong

DIRECTOR

Brian leads The Strategy and Communications department which is responsible for the curation and cultivation of the collective thoughts and wisdom of The Bahnsen Group.

He supports the creation and distribution of the many forms of communications created by the thought leaders of the company and connects to the public through a host of digital methods and channels, providing preferred points of contact to an interested public.  

Utilizing his years of experience in marketing and branding, he crafts new ways to reach the current and future clients of the group so that the investment philosophies and principles that drive The Bahnsen Group can serve them in their financial lives.

Brian received his Bachelor of Science in Psychology at the University of California, Irvine.

GLEN HALL

Director
Digital Communications

Glen provides analysis and guidance regarding the client experiences we create and deliver on our various digital platforms.  Glen supports the Strategy and Communications department with a deep digital and creative marketing experience he gained over the last twenty years as a Partner of the Brainyard advertising agency where he produced over 100 websites.  Glen has both front and backend coding skills bringing The Bahnsen Group senior level deployment of digital initiatives.  

Glen provides deep analysis through the use of enterprise level tools to help create a functional yet simple online experience.

His early professional experience was spent in financial accounting and the design of control and reporting systems for a variety of financial institutions, the Resolution Trust Corporation, and a host of digital startups.

Glen received his Bachelor’s in Economics and Master’s in Business Administration from the University of California, Irvine. 

Style & Experience

Joleen Bahnsen

DIRECTOR

Joleen leads our Style & Experience Department (S&E), created from a desire to escalate the client experience at The Bahnsen Group, and to build a consistent and professional brand profile in the marketplace.  She manages all client and community events as well as brand fidelity and design of all things TBG.

Joleen has served at several national ad agencies, working on such prominent accounts as Hilton Worldwide, UPS, and Del Webb.  

Joleen holds a Bachelor of Communication from the University of California, Santa Barbara, and has been a part of The Bahnsen Group since its founding.  She has been married to our Managing Partner since 2001 and is the mother to their three wild and wonderful kids Mitchell, Sadie and Graham.

MINA WIDMER

SENIOR ASSOCIATE

Mina supports our Style & Experience Department with a background in branding, promotion, packaging design, front end web development and collateral design. As a strategic designer, Mina specializes in creating powerful and memorable designs. Through the power of typography, color and visual communication, she aims to convey a consistent brand message by creating unforgettable visual experiences.

Prior to beginning her formal education in design, Mina worked on the trading floor at Morgan Stanley in New York City assisting the foreign currency and US interest rate strategy teams. After receiving her Masters Degree in Design, Mina has served as a senior level designer at several New York City agencies, working on such prominent accounts as Mondelez, Pepperidge Farm, Colgate, Nestle, Baby Einstein and more.

Mina holds 2 Bachelor of Arts degrees, one in German and one in Political Science, from the University of Georgia as well as a Masters of Arts in Visual Communication, Packaging Design from Pratt Institute in New York.

Mina spends her free time playing pool, attending design/typography events, finding ways to practice her German, and relaxing with her 2 tiny chihuahuas.