Our Team

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Jessica McConnell CRPC®, CRPS®

 Managing Partner, CCO, Rule 144 Consultant

Prior to joining the Capital CS Group, Jessica was a Senior Vice President and member of the UBS Directors...

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Todd Carbone CRPC®, CRPS®

 Managing Partner, Senior Portfolio Manager, Rule 144 Consultant

Todd consistently strengthens his Team’s practice by being a cut above the typical investment advisors. Innovation is at the...

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Amy McGinnis

 Financial Advisor, Marketing Director

As a Financial Consultant, Amy is committed to providing clarity, confidence, and advice necessary to plan for comprehensive management...

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Shad Lamm CRPC®

 Strategic Partner

Shad Lamm is an Owner, Partner and Senior Financial Advisor with Keystone Private Wealth. Shad specializes in wealth management,...

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Mark Thatcher CRPC®

 Strategic Partner

Mark Thatcher is an owner, Partner and Senior Financial Advisor with Keystone Private Wealth. Mark specializes in wealth management,...

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John Wong

 Strategic Partner

John Wong serves as an Associate with Keystone Private Wealth. As an Associate, John is responsible for a wide...

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Lisa Beaty

 Financial Planner

Lisa Beaty provides financial planning and related services to independent financial advisors. Lisa’s goal is to enhance the client-advisor...

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Chris Rick, CFP®

 Strategic Partner

As a CERTIFIED FINANCIAL PLANNER™ Professional, Chris believes every client should have a financial plan they understand which is...

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Michael Mortenson, CFP®

 Strategic Partner

Michael Mortenson, CFP® serves as an Executive VP & Senior Financial Advisor with Keystone Private Wealth. He is a...

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John “JP” Polovick

 Strategic Partner

John serves as a Senior Financial Advisor with Keystone Private Wealth.  John has over a decade of experience working...

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Joseph Alcon

 Strategic Partner

As a Senior Financial Analyst, Joseph brings a blend of entrepreneurial experience with 15 years in the financial investment...

Strategic Partnerships

Serendipity Payroll
Tom and Tara Neja

Office: 949-216-7777

Offering payroll services nationwide, as well as Health and Workers’ Compensation insurance for California businesses.

Serendipity Payroll provides a personal level of service to small and medium sized business owners, who deserve to be treated not just as a number, but a treasured relationship.

Contact

Modern Lending Team

Office: 951-595-3495

“Bringing the mortgage industry to a completely new level.”

Specializing in: Conventional Loans, FHA, VA, USDA, Jumbo and first time Homebuyer

Contact

E.G. Sanchez & Associates

An Accountancy Corporation
Office: 951-303-1105

“Providing you with the knowledge you need and the time you deserve.”

Contact

Keller Williams
Lori Soliz

Lori: 951-733-7351

“Professional service and exceptional care put into every transaction. I provide years of experience in navigation and negotiation with the highest of integrity, to get you from where you are to where you want to be.”

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Keller Williams
Gene Pucelli

Gene: 909-499-7262

“I help buyers navigate today’s real estate market. I help sellers in today’s challenging real estate market get top dollar for their current home. ”

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Realty Masters & Associates
Linda Hilbert

Linda: 951-454-4858 text/call

“Expert Realtor dedicated to giving clients “First Class” professional service and honest advice, enabling them to make sound financial decisions in the sale and purchase of real estate.”

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