Senior Managing Director

Mr. Thornhill is responsible for developing and managing overall client investment plans advising investment management, retirement planning, insurance reviews, education planning and estate planning issues. Mr. Thornhill has over 25 years of professional experience in the financial services field and has been with the firm since 1998. Mr. Thornhill is in charge of managing the relationships with the firm’s referral programs throughout the San Diego area. 

Mr. Thornhill holds a Bachelor of Science in Business Administration in 1988 from Chapman University. He is a member of the Financial Planning Association (FPA), Orange County Chapter and has completed the Personal Financial Planning Certificate. 

Phone: 
(949) 622-3719