Work With an Advisor
that Does What They're Advising

Our Founders

Jay Winship, CFA, CPA

FOUNDER & MANAGING PARTNER

Jay Winship, CFA, CPA

FOUNDER & MANAGING PARTNER

Michael Licosati

FOUNDER & MANAGING PARTNER

Michael Licosati

FOUNDER & MANAGING PARTNER

Jay Sitlani, CFA, CPA

CHIEF FINANCIAL OFFICER

Jay Sitlani, CFA, CPA

CHIEF FINANCIAL OFFICER
Jay Winship, CFA, CPA and Managing Partner at Pacific Point Advisors

Jay Winship, CFA, CPA

FOUNDER & MANAGING PARTNER

Michael Licosati Managing Partner at Pacific Point Advisors

Michael Licosati

FOUNDER & MANAGING PARTNER

Jay Sitlani, CFA, CPA and Chief Financial Officer at Pacific Point Advisors

Jay Sitlani, CFA, CPA

CHIEF FINANCIAL OFFICER

Our Advisory Team

Tim Nyland, CFA

DIRECTOR OF RESEARCH

Tim Nyland, CFA

DIRECTOR OF RESEARCH

Brandon Healy, CFP®, CPWA, CIMA

SENIOR WEALTH ADVISOR

Brandon Healy, CFP®, CPWA, CIMA

SENIOR WEALTH ADVISOR

Mariela Velasquez

CLIENT SERVICES MANAGER

Mariela Velasquez

CLIENT SERVICES MANAGER

Ian Dryer

ANALYST

Ian Dryer

ANALYST

Maria Pascua

LOAN PROCESSOR

Maria Pascua

LOAN PROCESSOR
Tim Nyland, CFA, Director of Research at Pacific Point Advisors

Tim Nyland, CFA

DIRECTOR OF RESEARCH

Mariela Velasquez -Headshot

Mariela Velasquez

CLIENT SERVICES MANAGER

Ian Dryer

ANALYST

Maria Pascua

LOAN PROCESSOR

Are You An Honest & Driven Advisor?

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