Sallie DeYoung
Financial Advisor, CFP®
Introduction
Sallie DeYoung, CFP® is a financial advisor who joined the family business in 2020. After graduating from the University of Dayton with a degree in Finance, she transitioned back to her hometown in Los Angeles and became a licensed financial advisor.
She utilizes her portfolio management background every day when providing wealth management advice and holistic financial planning services. She, like her father, believes that everyone should have access to ethical financial advice.
Sallie is a CERTIFIED FINANCIAL PLANNER™ who maintains her Series 7, Series 63, California and Washington insurance licenses, and is a Notary Public.
When she’s not in the office, she can be found playing with her Bernese Mountain Dog, Franklin, or traveling with her husband.
Service Team
Austin Buhtz
Client Service Associate
Christie Terranova
Office Administrator
Kaitlyn Pfluger
Trader & Licensed Administrative Assistant
Anna Alarcon
Administrative Assistant and Insurance Coordinator
Becky McDaniel
Supervisory Principal
Joseph Bonacci
Portfolio Management Associate, CFA
Executive Team
Giancarlo Foti
CEO & Founder
James Slaughter
President, CGO & Founder