Kevin has over 25 years experience in serving individuals and families in the areas of Retirement Planning, Asset Management and Estate Planning. Before joining Lodestar, Kevin served as Vice President and Financial Consultant at Charles Schwab & Company. Kevin has held the CFP® (Certified Financial Planner) designation since 1995 and holds a B.A. in Business and Economics from Westmont College in Santa Barbara. When not helping clients or spending time with his wife Ellen, Kevin is likely to be playing or coaching competitive sports with his children, Katie and Jack.
Tony was captivated by finance at the age of 9 when his father, an economist, gave him 100 shares of his first stock as an introduction to the stock market.
Tony later graduated from Dartmouth College with a degree in Psychology and started his career in financial services. His background in finance and psychology give him a unique ability to integrate wealth management expertise with an understanding of the emotional and psychological effects of money.
Passionate about learning, Tony continues to research and study financial planning concepts and portfolio management techniques. He believes that while there are time-tested financial principals that must be adhered to, wealth management strategies should remain flexible to adjust to ever-changing tax laws, economic conditions, and demographic trends.
Tony has earned his CERTIFIED FINANCIAL PLANNER® designation. A Certified Financial Planner (CFP®) has met rigorous standards regarding competent and ethical behavior in providing financial advice. Individuals certified by the CFP Board have taken the extra step to demonstrate their professionalism by submitting to a rigorous CFP certification process that includes education, examination, experience and ethical requirements. Once certified, CFP practitioners are required to maintain technical competence and fulfill ethical obligations as well as stringent continuing education requirements.
Tony is also a member of the Financial Planning Association (FPA®) and is committed to advancing the financial planning profession. Tony’s article on retirement probability analysis using Monte Carlo simulation was included in the book Modeling Risk, by Dr. Jonathan Mun (Wiley Finance).
Although professional accolades are appreciated, Tony knows his greatest achievement has been his clients’ trust and respect.
Joe has a deep knowledge of the various tools of money, including stock options and restricted shares, deferred comp and pension plans, real estate investments, debt instruments, and tax shelters. That technical knowledge is balanced with a respectful awareness of the emotional influence that money exerts.
Working for a start-up during the dot-com bubble, Joe watched co-workers go from euphoria to misery as they spent money they didn’t have from stock options that hadn’t vested and later became worthless. Years later, as a corporate executive, he saw peers lose huge opportunities for tax savings because they didn’t understand or properly manage their ESPP, restricted shares, deferred compensation, and myriad other benefits.
After decades of seeing first-hand how profoundly people’s lives can be affected by good and bad financial decisions, Joe seeks to leverage that knowledge and help others.
Randy is a financial advisor serving both individuals and retirement plan sponsors. He graduated from Stanford University and subsequently earned graduate degrees in law and business from the University of California. He engaged in private law practice with Cooley Godward in San Francisco, and then became General Counsel of the investment banking firm, Hambrecht & Quist. He joined Lodestar in 1989.
Bryan is a CERTIFIED FINANCIAL PLANNER™ who found his passion for financial planning by first helping the people he cares about the most, his family and close friends. With clients, Bryan understands everyone’s situation and needs are different, which means every piece of advice is tailormade for them. He specializes in cash flow & savings, taxes, student loans, investments, and retirement planning.
In addition to his CFP® designation, he is also an IRS Enrolled Agent, which marks one of the highest degrees in tax education. Prior to joining Lodestar, Bryan worked with financial planning firms in the Dallas-Ft Worth and Lubbock, TX areas, mostly working with high net worth families and business owners.
He attended Texas Tech University, where he studied Financial Planning & Economics. At TTU, he was chosen as the program’s “Outstanding Senior,” an honor given to its top student. In his free time, Bryan volunteers with non-profit groups, like Tax-Aid and VITA, and is highly involved with the National MS Society.
As the firm’s Wealth Manager, Jason is responsible for designing and maintaining clients’ financial plans, assisting in the implementation of investment portfolios and performing ongoing research on investment strategies and the economic landscape. He often serves as the liaison with the client’s other financial service professionals, including tax professionals and estate planning attorneys. Jason is a Chartered Financial Analyst (CFA) charterholder and has a Bachelor of Science in Philosophy from Western Oregon University. He and his wife, Maria, live in Walnut Creek.
Anthony is the newest member of the Lodestar team having graduated from Virginia Tech’s prestigious financial planning program in May of 2018. During his time at Virginia Tech he was an active member in the school and the community.
Anthony began his financial planning career serving as an intern for an asset management firm in Washington D.C. At Lodestar Anthony is focused on delivering an unmatched client experience, offering calculated recommendations combined with true care for his client’s short and long term financial health.
Anthony was born and raised in Connecticut where he spent time volunteering and caring for his two younger brothers. As he settles into California, Anthony plans on continuing his passion for helping others. In his free time Anthony enjoys playing golf, snowboarding, and spending time with friends.
Kelly is an invaluable part of our client service team. She enhances client experience with efficient and excellent service. Working closely with Angela in many of the operational duties of the firm, Kelly handles much of Lodestar’s client-servicing and advisor-supporting responsibilities. Luckily for our clients, she is usually the first person seen when they walk into our office.
Angela coordinates the delivery of financial services to the firm's high net worth clients and ensures that the office is running smoothly and efficiently. As part of our client-centered team, Angela supports all client communications and paperwork. Please call Angela if you have questions about your account documentation, the status or holdings in your account, or if you need to withdraw funds.