Meet The Team

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Wealth Strategist

  • Investment strategy and asset allocation
  • Financial planning
  • Trust & Estate planning

sandeep.v@atsfinancial.com
858-643-5757

Sandeep Varma

Wealth Strategist

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Operations Manager

  • Client relationships
  • Financial Advisor
  • Account Updates

nisha.v@atsfinancial.com
858-643-5757

Nisha Varma

COO & Director of Operations

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Wealth Strategist

  • Investment Strategy and asset allocation
  • Financial planning
  • Trust & Estate planning

phylip.s@atsfinancial.com
858-643-5757

Phylip Simmons

Wealth Strategist

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Wealth Strategist

  • Medicare Planning
  • Financial Planning
  • Trust & Estate planning

steve.m@atsfinancial.com
858-643-5757

Steve Musser

Medical Specialist

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Clients Services Coordinator

  • Account Servicing
  • Client Relationships

Adam.s@atsfinancial.com
858-643-5757

Adam Sevier

Associate Wealth Strategist

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Director of Research

  • Asset allocation
  • Equity Research

david.f@atsfinancial.com
858-643-5757

Dr. David Fogel

Director of Research

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Business Operations Manager

  • Client Relations
  • Operations
  • Account servicing

dana.l@atsfinancial.com
858-643-5757

Dana Losbog

Operations manager

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Client Services Coordinator

  • Account Servicing
  • Client Relationships
  • Marketing

isabella.s@atsfinancial.com
858-643-5757

Isabella Smith

Client Coordinator

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Client Relations Coordinator

  • Account Servicing
  • Client Relationships

jonathan.v@atsfinancial.com
858-643-5757

Jonathan Valle

Client Coordinator

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Client Services Manager

  • Account Servicing
  • Client Relationships

wendy.q@atsfinancial.com
858-643-5757

Wendy Quijas

Client Coordinator

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Director of First Impressions

  • Account Servicing
  • Client Relationships

rosanne.l@atsfinancial.com
858-643-5757

Rosanne Lashgari

Director of First Impressions

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Director of First Impressions

  • Account Servicing
  • Client Relationships

rosanne.l@atsfinancial.com
858-643-5757

Ashni Varma

Wealth Management Intern

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