Our Team
Angela Martin
Financial Advisor
Angela brings over 20 years of experience in the financial industry to the work she provides. Beginning her career for AAA, she also trained at Morgan Stanley and has since experienced a multitude of achievements. Angela proudly puts...
Chris Jalonen
Financial Advisor
(858) 558-2021
Christopher DeSaulniers, Esq.
Registered Assistant
cdesaulniers@sagepointadvisor.com
Chris has been securities registered since April of 2006 with SagePoint Financial, Inc. In addition to his securities registrations, Chris works in the Human Resources Department at UCSD. Registrations General Securities...
Dave Osachoff
Financial Advisor
dosachoff@sagepointadvisor.com
David has been working in the securities industry since 1992 and with SagePoint Financial since 2000. He maintains a clear regulatory record and is an investment advisor representative in the state of California. David provides...
David Brookes
Financial Advisor
(858) 558-2021
dsbrookes@sagepointadvisor.com
Dave is a registered representative and investment advisor representative with SagePoint Financial, Inc. He has been engaged in the investment banking or securities business since 1990. Prior to making a career switch to the securities...
Dennis Brewster, M.B.A.
Branch Manager
(858) 558-2021
After growing up in New Hampshire and going to colleges in Boston and Denver, I decided I wanted to live in a warmer climate. I moved to San Diego shortly after finishing graduate school. Not long after arriving in San Diego, I started...
Gordon Gilbreath, M.A.
Registered Representative
(858) 558-2021
ggilbreath@sagepointadvisor.com
I became securities registered in 1991 and have broad experience in the field of investments and retirement planning. The focus of my practice is helping investors generate the most income from their portfolios while...
Helen Brewster
Registered Assistant
(858) 558-2021
Helen has been securities registered since January of 1984 and helped start their branch with Sage Point Financial, Inc. with her husband Dennis in early 2000. Helen has been a licensed tax professional for over 30 years and...
Jeff Johnson, C.F.P., E.A.
Financial Advisor
Thomas Minegar
Registered Representative
Thomas J. Minegar, founder and president of Minegar Financial in Carlsbad, California has a long and distinguished history of helping clients preserve and protect their wealth. Tom achieves this goal through a variety of financial...