San Diego, CA Camino De La Reina Office

Vernon Eberly is a CFP® professional with six years of industry experience, currently serving at Focus Partners Wealth, LLC. He previously worked for HoyleCohen, LLC from 2014 to 2024 and joined The Colony Group, LLC in 2024. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Kyle Whisenhunt is a CFP® and holds a Series 66 license with nine years of industry experience. He currently works at The Colony Group, LLC and HoyleCohen, and has previously been with San Diego Wealth Management, Sagepoint Financial, Inc., and Wolters, Hagar, & Pratt Financial Planning, Inc. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Elisabeth Cullington is a CFP® with 25 years of industry experience and is currently with Focus Partners Wealth, LLC. She previously worked at HoyleCohen, LLC for 16 years and has been associated with CT. General Life Insurance Co. since 1984. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Rachel Luken is a CFP® with 23 years of industry experience, currently serving as an advisor at Focus Partners Wealth, LLC since 2025. She previously worked at The Colony Group, LLC and HoyleCohen, LLC and Inc. from 2003 to 2025. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Brooke Warner is a CFP®, CFA®, and Series 66-licensed financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. She has worked at several firms, including HoyleCohen, LLC, WheelerFrost-Wealth Managers, Equitable Advisors, and National Planning Corporation. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and financial planning services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Andre Tueros is a CFP® and holds a Series 66 license. He is currently with Focus Partners Wealth, LLC and has experience across several firms including Corient, Equitable Advisors, Mercer Advisors, and roles in education and service industries. He has been in the financial industry since 2023. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, incorporating both quantitative and fundamental analysis along with specialized tools and legacy strategies.

Colleen Gepp is a CFP® professional with 29 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, HoyleCohen, Mid Atlantic Financial Management, and FDx Advisors. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Ty Summerlin is a CFP® professional with 11 years of industry experience, currently serving at Focus Partners Wealth, LLC. He previously worked at The Colony Group, LLC and Hoylecohen LLC, with earlier experience at VOYA Financial Advisors. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Lucien Heilbronner is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds the Series 65 designation and has worked previously at The Colony Group, LLC, HoyleCohen, LLC, Brown Advisory, and Innovative Services and Solutions. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Eric Davis is a CFP® with six years of industry experience, currently advising at Focus Partners Wealth, LLC. He has previously worked at The Colony Group, LLC, HoyleCohen, LLC, Davis & Seiley Wealth Management, Inc., and Capital One Financial Corp. Davis is based in San Diego, CA. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.