Our mission is to help mitigate risk while seeking to enhance your financial lifestyle.
We work to accomplish this by helping you develop a relevant and insightful wealth management plan, centered on your goals and priorities. In carrying out our mission, we intend to serve you as we would wish to be served, if our roles were reversed.
We consider our mission accomplished when you are enthusiastic about our process, with a full understanding of your investment strategy and its implementation. Through the years, we’ve helped families of diverse backgrounds navigate a variety of market conditions and have counseled them through good times and bad. We appreciate the opportunity to earn your continued trust and confidence and look forward to our continued relationship with you.
About Me
Rob has more than30 years of financial services experience. As a member of The Compass Pointe Group, Rob works closely with a select group of families and leverages Stifel’s financial planning platform to lead all aspects of their financial planning experience. His investment planning background enables him to integrate clients’ investment, tax planning, insurance, legacy, and family objectives into a comprehensive wealth management plan. A lifelong student of the markets, Rob believes that while markets and returns are important, helping clients identify priorities, pursue their goals, and preserve their legacies is what matters most.
Prior to joining Stifel, Rob served as Vice President with Morgan Stanley from 2010 to 2015 and a Wealth Management Advisor with Merrill Lynch from 1995 to 2010. He earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination. He is also a member of the Financial Planning Association.
Born and raised in San Diego, Rob is a graduate of San Diego State University and holds a Bachelor of Science and Master of Science in Business Administration. In his spare time, he enjoys hiking, traveling, and spending time with family. Rob is also an avid animal lover and volunteers with and supports various animal causes, including Best Friends Animal Society, Cat House on the Kings, and the San Diego Humane Society.
About Me
Alex launched his investment industry career in 2007 with Thornburg Investment Management in Santa Fe, New Mexico. In 2011, he joined Morgan Stanley, further expanding his knowledge and skills in wealth management. In 2015, the opportunity to help expand Stifel’s presence in the San Diego area presented itself with the opening of the firm’s second office in the area.
Alex is a founding partner of The Compass Pointe Group, a full-service wealth management team dedicated to serving high-net-worth families, institutional endowments, and foundations. He and his team provide comprehensive wealth planning and investment strategies tailored to each client’s unique goals. Alex focuses primarily on developing customized asset and liability management strategies, while also consulting in areas that include business succession planning, liquidity events, alternative investments, equity and interest rate risk management strategies, family dynamics, philanthropy, and wealth transfer strategies.
Alex earned a Bachelor of Science in Business Administration from the University of Redlands. While in college, he was selected to attend the School of Economics at the University of East Anglia in Norwich, England. Alex attained the Accredited Investment Fiduciary® designation and holds Series 7, 63, and 65 securities licenses. Alex was named to the Forbes’ Best-in-State Next-Gen Wealth Advisors list in 2024.
Beyond his professional life, Alex is deeply engaged with the community. He enjoys coaching youth sports and keeping up with his four children and two stepchildren. Passionate about giving back, he is an active member of the La Jolla Golden Triangle Rotary Club, where he served as president in 2017 and 2018. In his free time, Alex enjoys traveling with his family, playing golf and pickleball, and hiking around San Diego County.
Forbes’ Best-in-State Next-Gen Wealth Advisors rankings are based on the 12-month period ending March 31 of the year of publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.
About Me
Debbie has more than 30 years of investment industry experience. She enjoys building a close rapport with clients and believes that quality service is an essential part of the total client experience. Her focus on providing outstanding service enables her to form strong relationships with clients, and she is committed to working closely with The Compass Pointe Group and leveraging her extensive experience to promptly and efficiently handle client requests and address problems.
Debbie holds Series 7 and 65 securities licenses and earned a Bachelor of Science in Business Administration from San Diego State University. She enjoys spending time with family and friends and exploring the great San Diego outdoors.
About Me
Laurie has more than 35 years in the financial services and mortgage industries. Her background includes employee training and development, sales management, and banking, and she is committed to serving clients with outstanding care and attention. Laurie graduated from the University of California, Irvine, with a B.A. in Psychology.
Originally from Indianapolis, Laurie now considers Southern California home. She and her husband, Mark, live in Fallbrook, and they enjoy exploring the wildlife and nature that surrounds them with their dogs and horses. They also enjoy traveling with their son and daughter, both of whom are recent college graduates. Laurie enjoys volunteering her energy and time to P.E.O., a philanthropic educational organization that raises money for women’s scholarships.