Thomas Wynn is the sole advisor at Wynn Capital Management, LLC in Santa Cruz, CA, holding a Series 66 designation with 23 years of industry experience. He has led Wynn Capital Management since 2002. Outside of his advisory role, Wynn is a member of Angels by the Sea, an investment group focusing on early-stage start-ups in the Santa Cruz area. Wynn Capital Management serves individuals, families, trusts, and various organizations with comprehensive financial planning and discretionary wealth management. The firm’s investment approach emphasizes broadly diversified, global portfolios using low-cost mutual funds and ETFs, incorporating institutional funds and customizable strategies such as options and socially responsible mandates.

Susan Landry is a CFP®-certified financial advisor with four years of industry experience. She is currently with Wynn Capital Management, LLC and was previously with Affinity Capital Advisors. Prior to her financial career, she worked as a journalist and writer. Wynn Capital Management serves individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and business entities with comprehensive financial planning and discretionary wealth management. The firm employs a research-based investment approach focused on broadly diversified, global portfolios using low-cost mutual funds and ETFs, and incorporates institutional fund options and defined options strategies to manage risk and income.