For over 25 years, Bart has focused on advising high net worth families, multi-generational wealth transfer and philanthropic entities for our Del Mar and New York offices. He is a CERTIFIED FINANCIAL PLANNER® professional and graduated from San Diego State University with a degree in finance.  Bart is well-versed in Risk Management through asset protection and insurance strategies.  Bart and his wife Nora have been active in the community with their son Jack.  Bart is a passionate golfer and member at Morgan Run.  CA Insurance License Number 0D02658.  Resident State CA.

Reid is a Managing Director-Investments and PIM Portfolio Manager with Wells Fargo Advisors in Del Mar, CA. Since 2002, with an unwavering commitment to client success, Reid provides the highest level of trust and transparency.  His expertise lies in providing personalized wealth management strategies and solutions based on meticulous planning and strategic guidance.  Reid cultivates lasting relationships built on mutual respect and shared success.  In addition to wealth management services, Reid’s practice is committed to providing clients with the service and feel of a boutique family office combined with the resources and experience of a large financial institution.  At Torrey Bluff Wealth Management Group, Reid specializes in portfolio construction, business planning strategies, concentrated stock strategies, and retirement planning.

Since obtaining the Certified Financial Planner® certification in 2008, Reid has become passionate about the financial wellbeing of his clients and guides them through every step of their plan as their lives unfold. Financial success is an ongoing process and celebrating the clients’ accomplishments along the way is the most fulfilling part of Reid’s career.

As a Del Mar native, Reid moved back to his hometown after graduating from Colorado State University with a Bachelor of Arts degree in Economics and Political Science.  He and his wife Erin, along with his three daughters, live in Encinitas Ranch and are active members of the community.  As an avid fisherman, Reid shares the love of the outdoors with many friends and clients.

Over the past 19 years, Jonathan has implemented wealth management experience in managing multigenerational relationships for high net-worth families and business owners. He is a CERTIFIED FINANCIAL PLANNER® professional and graduated from Cal Poly San Luis Obispo with a Bachelor of Science degree in Business Administration. At Torrey Bluff Wealth Management Group, Jonathan specializes in trading and capital markets. He and his wife, Lindsay, along with their daughter, Savannah, live in San Diego and enjoy spending time outdoors with their golden retriever, Hank.

 

CA Insurance License Number: 0H46802. Resident State CA.

Brenda is a Senior Registered Client Associate and has worked closely with Financial Advisors at Wells Fargo Advisors, Janney Montgomery Scott, and Viewpoint Investment Partners for more than 20 years. She holds her Series 7 and Series 66 Securities registrations. Brenda was raised in Europe and speaks German and Dutch. She is actively involved with domestic and foreign outreaches and loves to travel. She enjoys spending time with her friends and family, especially her two granddaughters

CA Insurance License Number 0M20312.  Resident State CA.