Get To Know Your Team
We’ve been helping people Retire Right for over 40 years and believe through education, accessibility, and transparency our clients can achieve their ideal retirement. We’re with our clients for the entire journey, to make sure your personalized retirement roadmap meets your goals and aspirations.
Managing Partner & Co-founder
Mark brings two decades of experience in the wealth management industry helping individuals, families, real estate owners and business owners organize and manage their “financial house”. His experience in Social Security, pensions, retirement plans, and tax efficient strategies, has helped clients generate predictable, monthly retirement income…"Mailbox Money”. As an independent advisor and fiduciary, Mark works with clients, along with their tax and estate advisors, to prove the best solution for each and every client.
Mark was born and raised in Monterey, California. He was awarded a full athletic scholarship to Stanford University, where he pitched for the Cardinal. He and the team won two 6-PAC championships and appeared in one College World Series. Before Stanford, Mark was a member of the 1993 U.S.A. Olympic Festival Baseball Team. After being drafted by the San Francisco Giants and an injury, he decided to utilize his education in economics and entered the financial services industry in 1998.
Mark, along with his wife Ryann, enjoy the rewarding experience of raising their three children. His passion for baseball has kept him in the game by coaching varsity at his alma mater, Carmel High School. The rest of his spare time is consumed by golf and entertaining friends and family.
Partner & Co-founder
Bryce brings two decades of experience in institutional sales and financial planning. He works extensively helping retirees and pre-retirees to have greater confidence and clarity through sound retirement planning and investment management solutions.
Bryce began his career as a Regional Vice President for companies such as AXA Equitable, Lincoln Financial and American Funds. While at AXA he helped pioneer the original Guaranteed Living Benefit Rider, and paved the way for today’s “Income for Life” and “Portfolio Protection” guarantees offered by leading insurance companies. In
the wake of "The Great Recession", Bryce adjusted his focus to working with premier boutique asset managers who specialize in income producing alternative investments.
Bryce was born and raised in Summit, New Jersey, in the shadows of Manhattan where spent most of his youth on the golf course. Bryce played collegiately and then went on to play professionally. Bryce still enjoys playing golf with friends and family. In addition, he and his wife Hilary, are the proud parents of three children. Bryce is an active
member of the community and volunteers coaching lacrosse throughout the Bay Area. He has held board positions with Carmel Valley Ranch, Monterey Tribe Lacrosse and The Internship Committee of Monterey Peninsula Community College.
Jason executed his first IPO at the age of 22. Starting as a precious metals broker-dealer, then advancing his career as a National Futures Association Commodity Trade Advisor. He has been an active trader in Alternative Investment Markets for over 18 years. His institutional executed spread trades of the yield curve from Eurodollar to 30-year bond using leverage derivative futures market. Performed statistical and quantitative analysis of reports utilizing Excel and SQL to analyze price movement in US and foreign markets. Analyzed and completed hedging of institutional credit markets based on interest rate fluctuations and volatility.
He has successfully transformed clients’ financial results through over 8,000 income and wealth objectives planning consultations, maximizing client income with derivative vehicles using futures and currency markets.
Jason has proven success in the areas of process improvement, financial management, capital markets, business development, team building, and revenue creation. He possesses strong analytical skills to monitor trends, generate reports, interpret results, identify areas of improvement, and implement changes to achieve operational efficiencies.
Jason and his wife Ashley enjoy a life of coastal living in Orange County. When not crunching spreadsheets, Jason enjoys traveling to Ashley’s home town of British Columbia. They also enjoy being outdoors, golfing, volleyball, and taking long walks with their dog.
Client Service Team
Our expert Client Service Team is here to help implement your financial strategy. You’ll
experience this in the way we ask questions, in the way we listen and the way we
remain engaged with you in the years ahead.
Ruby is Vestus Group's Operations Manager, and she successfully handles the day to day operations of the business and executes sales seminars, project management, and contract completing. Ruby also oversees workflow and drive strategic initiatives for the company. She is most inspired by the Vestus Group team and their commitment to their clients.
Before joining Vestus Group, Ruby was a licensed Voluntary Benefit Advisors, and Director of Operations at a California based insurance agency.duties included hr management, sales team building, accounting, contract negotiations. Ruby lives in Carmel, CA, with her four boys.
Ellen began her career in banking moving up the ranks to Vice President to Operations for United California Bank, which is now Bank of the West. After years in the corporate world she decided to transition her career and entered the wealth management industry supporting a group of Merrill Lynch advisors as an operations assistant.
In 1999, after ten years in the wealth advisory business, Ellen joined Vestus Group as our Operation Manager. She brings a wealth of experience in assisting clients with their day-to-day account needs. Ellen enjoys providing beyond-first-class professional service and is an integral component of Vestus Group. Ellen lives in Monterey with her husband Jack and enjoys weekends with her children and grandchildren, tending her chickens, and gardening.
Michelle is dedicated to enhancing the client experience through excellent customer service and providing daily administrative support to the financial advisors' team. Michelle has a strong customer service background as she was a lead pharmacy technician for 20 years at Rite Aid and CVS Pharmacies.
The most inspiring part of her role at Vestus Group is helping retirees achieve a comfortable retirement with the freedom to do what they want and love. Michelle lives in Pacific Grove with her husband of 21 years and their two children. She is all mom to three spoiled cat fur babies.