Our Team

Investment Advisor Representative, The Pacific Center for Financial Services 
OSJ Branch Manager, Cetera Advisor Networks LLC., 
Investment Research Director, The Pacific Center for Financial Services

CA Insurance License #0688002

Steve has provided financial planning services since 1985. He has conducted hundreds of seminars on financial planning, estate planning and retirement strategies for employees of companies such as Pacific Bell, SBC, AT&T and Chevron.

• Certified Financial Planner (CFP), College for Financial Planning, since 1985
• Bachelor of Science, Financial Planning, Golden Gate University
• Member of a professional team of financial planners

Steve enjoys his time off with his wife Gloria and sons Tony and Dan.

Investment Advisor Representative, The Pacific Center for Financial Services 
Registered Representative, Cetera Advisor Networks LLC.

CA Insurance License #0B64607

Brad has been in the financial services industry for more than 23 years.  He has conducted numerous corporate seminars on financial planning and retirement strategies for major companies such as Pacific Bell/SBC, AT&T, Chevron, and Kaiser.

Brad enjoys mountain biking and traveling with his wife Rose. They enjoy spending their time off with their son’s Pierce and Will and daughter Bella.

Registered Representative, Cetera Advisor Networks LLC.

CA Insurance License # 0D72861

Chad joined our firm in 2001. He earned a degree from Cal State East Bay in Business Administration with an option in finance. He holds the Series 7 and Series 66 registrations as well as a California Insurance and Real Estate license. 

Chad enjoys his time outside the office with spouse Becky, and children Kyle, Kevin, and Kalee. Favorite activities include snowboarding, mountain biking, fishing and boating.

Registered Representative, Cetera Advisor Networks LLC.

CA Insurance License # 0G13135

Ashley joined our firm in 2004. She is the director of trading, compliance associate and helps in the managing of client portfolios. She holds a degree from Cal State East Bay in Business Administration with options in both finance and corporate management. She holds a Series 7 and Series 66 registrations as well as a California Insurance license. 

Ashley enjoys spending time with her husband Dustin, 2 kids, Hudson and Harper and two dogs. Her favorite activities include coaching and rooting on her kids in sports, bike riding, reading, hiking and spending time with family and friends.

Neither Cetera Advisor Networks LLC nor any of its affiliates may give legal advice. For a comprehensive review of your personal situation, always consult your legal advisor.  

Rose joined the firm in 2015 as an office assistant. She attended California State University, Sacramento, and graduated with a Bachelor of Arts degree with a Special Major in Journalism and Graphic Design. She worked in book publishing for a number of years before deciding to stay home with her three children. 

Rose enjoys spending time with family and friends, traveling, and pursuing outdoor activities, including mountain biking, hiking/backpacking, and water sports.

Andy has recently graduated from college with a bachelor's degree in business administration and a concentration in Finance from University of California, Riverside. Andy is new in the finance industry and excited about all there is to learn. Andy has spent his time volunteering for a refugee organization, during college, teaching English to kids in Lebanon as well as Myanmar.

Andy enjoys spending his free time with his family and friends. He also enjoys traveling, golfing, and watching soccer.

Mylene joined the PCFS team in 2019. She is our Director of Client Services. Mylene has a bachelor's degree in Sociology that she earned from UC Berkeley.  She has nearly 10 years of client service experience  through previous employers that ranged from small businesses to large corporations.  She also spent her time doing volunteer work at UC Berkeley while completing her degree.  She is also a Notary Public.

Mylene enjoys spending her free time with her husband, Josh, and daughter, Leah. She also enjoys traveling, reading, and lazy days at home.

Pierce joined the team in 2021 as an administrative assistant. He recently graduated from Northern Arizona University with a Bachelor of Science degree in Business Administration, Finance.

Pierce enjoys spending time reading, watching movies, listening to music, and being around friends and family.