Our Team
Quick Links (Alphabetical by Last Name)
Jillian Grace Andrews
Accounting/Compliance
(858) 724-6058
Victoria Chau
Staff Accountant
(858) 724-6057
Catalina Cherny-Santos
Client Services Manager
(858) 724-6053
Danny Cung, CFP®, CIMA®
Portfolio Manager
(858) 724-6045
Erin Gaan
Client Services
(858) 724-6051
Robert Gaan, CFP®
Managing Director
(858) 724-6043
Danae Gill
Client Services
(858) 724-6061
Christina Guiang
Client Services
(858) 724-6056
Georgia Hayashi
Client Services
(858) 724-6052
Jill Hayashi
Property Manager
(858) 724-6079
Tyler Hewes, CFP®
Financial Advisor
(858) 724-6047
Michael Hubbert, CIMA®
Portfolio Manager
(858) 724-6060
Sandra Korwek
Contracts & Insurance Manager
(858) 724-6054
Anna Mesholzadeh
Real Estate Property Manager
(858) 724-6064
Jens K. Neelsen
Senior Managing Director
(858) 724-6075
Macy A. Olivas
Executive Director
Weil Family Foundation
In-house Philanthropy Steward
(858) 724-6058
molivas@cweil.com
Jon Strauss, CFP®
Financial Advisor
(858) 724-6049
Mary Elizabeth Strauss
Client Services - Advisory
(858) 724-6077
Laura (Gordon) Sword
Chief Financial Officer/
Chief Compliance Officer
(858) 724-6055
Kara Turner
Client Liaison
(858) 724-6059
Caitlin Weil
Social Media & Collateral Manager
(858) 724-6076
Christopher Weil
Chairman of the Board
(858) 724-6041
Matthew Weil, Esq.
Managing Director
(858) 724-6044
John Wells
President & CEO
(858) 724-6042
Kit-Victoria Wells
Culture & Communications Officer
(858) 724-6046
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