Meet The team

Align Every Aspect Of Your Wealth

What makes our San Diego based team different is how we work together. With CFP® professionals leading a multi-generational group of advisors, we combine a legacy of experience with genuine care. Every conversation is clear, every strategy intentional, and every commitment followed through. You will always know your wealth management plan is in capable hands.

David R. Bretz, CFP®, CKA®

CERTIFIED FINANCIAL PLANNER™

(619) 878-1577 ext. 1

bretzd@ceteranetworks.com

David R. Bretz, CFP®, CKA®, MBA, is the founder and lead advisor of the firm and an independent financial planner at Everstead Financial Group. He specializes in comprehensive financial planning and investment management, w

Laura A. Taylor, CFP®, CKA®

CERTIFIED FINANCIAL PLANNER™

(619) 878-1577 ext 7

laura.taylor@ceteranetworks.com

Laura Taylor, CFP®, CKA® is a CERTIFIED FINANCIAL PLANNER™ and has been with the firm since 2014. She works closely with clients to develop and implement comprehensive financial plans, provides ongoing planning guidance,

Elizabeth Manuel

Client Service Manager

(619) 878-1577 ext. 6

manuele@ceteranetworks.com

Liz joined the team in 2018 as a Client Service Manager. She is responsible for client correspondence, preparing account paperwork, and processing money movements. She also supports clients and advisors with meeting preparation and...

Karena Dickerson

Operational Administrative Assistant

(619) 878-1577 ext. 0

dickersonka@ceteranetworks.com

Karena joined the team in 2016 as our Operational Administrative Assistant. Karena is the first friendly voice you will hear when you call and will welcome you when you visit our office. She also assists clients and team members with...

Elise Ballard

Administrative Associate

(619) 878-1577

Elise joined the team in 2013 and supports the advisory team with meeting preparation and research. She brings 12 years of industry experience and plays an important role in supporting advisors and ensuring clients receive thoughtful,...

Nico Amodeo

Client Services Assistant

(619) 878-1577

Nico joined the team in 2024 as a Client Services Assistant and supports the advisory team with meeting preparation, financial plan development, and research. He works closely with advisors to ensure recommendations are thorough,...

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