San Clemente, CA Office

Stephen Swensen is a Series 65-licensed financial advisor with Ignite Planners LLC, based in San Clemente, CA, and has three years of industry experience. He has held roles at multiple firms, including Prestige Wealthwide, LLC and Atlas Investment Management. Ignite Planners serves a diverse client base ranging from individual and high-net-worth investors to trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm offers discretionary asset management and financial planning with tailored portfolios that incorporate stocks, bonds, ETFs, options, and private investments, using a volatility-responsive strategy and tax-efficient management techniques.

Joel Slatter is a financial advisor with Ignite Planners LLC and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including roles at Purshe Kaplan Sterling Investments, Amazon, Foresight Wealth Management, and Bruce A. Lefavi Securities. Ignite Planners serves a diverse client base that includes individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm offers discretionary asset management, financial planning, and consulting, employing a volatility-responsive investment approach that incorporates public and private investments, derivatives, and tax-efficient strategies.

Gregory Cooley is a CFP® with 29 years of industry experience, currently serving at Ignite Planners LLC. His prior experience includes roles at StoneX Securities Inc and Cetera Advisor Networks LLC, as well as co-owning Cooley and Labas Financial Advisors. Outside of financial advising, he holds a leadership role at First United Methodist Church of Corinth and has volunteered with the Corinth Rotary Club for over 20 years. Ignite Planners serves a diverse client base ranging from individuals to sovereign wealth funds, offering discretionary asset management, financial planning, and consulting services. The firm employs a volatility-responsive investment strategy that includes public and private investments, with distinctive features such as managing private pooled funds and using performance-based compensation for qualifying accounts.

Maureen Tsu is a CFP® professional with 44 years of experience in the financial industry. She is currently with Ignite Planners LLC and has previously worked at Western International Securities, Inc. and NPB Financial Group, LLC. Her credentials also include the Series 63 designation. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm offers discretionary asset management, financial planning, consulting, and manages portfolios with a range of public and private investments, incorporating a volatility-responsive VEGA strategy and tax-efficient techniques.

Charles Conners is a CFP® with 42 years of industry experience, currently serving at Ignite Planners LLC since 2025. He previously worked at Western International Securities, Inc. and NPB Financial Group, LLC. He also holds licenses as an agent for accident and health, life, and variable insurance. Ignite Planners serves a diverse client base including individuals, high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm offers discretionary asset management, financial planning, and consulting, utilizing a volatility-responsive VEGA strategy and managing private pooled funds alongside traditional portfolios.

Leonard Moulin III is a CFA® charterholder and holds a Series 66 license with 18 years of industry experience. He currently works at Ignite Planners LLC and has previously been associated with Stonex Securities Inc, Rincon Pacific Management, Cetera Advisor Networks, and Girard Securities. Outside of his primary advisory role, he provides financial modeling and corporate strategy consulting services. Ignite Planners LLC serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm employs a tailored investment approach using a mix of public and private securities, manages private pooled funds, and offers discretionary asset management and financial planning services.

Jaxson Allred is a financial advisor at Ignite Planners LLC with two years of industry experience. He holds a Series 65 designation and has been associated with Ignite Planners, LLC dba Atlas Investment Management since 2019. In addition to his advisory role, he serves in the United States Marine Reserves and has minority ownership in a meal prep company. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm offers discretionary asset management, financial planning, and consulting services, employing a volatility-responsive strategy that incorporates a variety of investment types and tax-efficient management.

David Allred is a financial advisor with Ignite Planners LLC in San Clemente, CA, holding Series 63 and 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Foresight Wealth Management, Purshe Kaplan Sterling Investments, and Girard Securities, Inc. Outside of his advisory work, Allred is involved in tax preparation and insurance services through business activities under Allred Synergy, Inc. and Proactive Tax. Ignite Planners serves a diverse client base including individuals, high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm offers discretionary asset management, financial planning, managed held-away accounts, and advisory services to private pooled funds, utilizing a volatility-responsive VEGA strategy and tax-efficient asset management techniques.

Andrew Tsu is a financial advisor with Ignite Planners LLC in San Clemente, CA, holding a Series 65 designation and five years of industry experience. Prior to joining Ignite Planners, he worked at Western International Securities, NPB Financial Group, and practiced law at Spach, Capaldi & Waggaman, LLP for over a decade. He also maintains a legal practice, performing sporadic non-investment-related legal work. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm offers discretionary asset management and financial planning with a tailored approach using a mix of public and private investments, employing strategies such as volatility-responsive overlays, tax-efficient asset location, and performance-based compensation structures.

Gavin Fronk is a Series 65-licensed advisor at Ignite Planners LLC with one year of industry experience. Prior to joining Ignite Planners, he worked at JB Accounting and Tax, where he provides tax accounting services. He has also held roles at Vivint Smart Home, Roolee, and Golden Spike Powersports. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm offers discretionary asset management, financial planning, and consulting, using a volatility-responsive VEGA strategy and tax-efficient asset management tailored to client goals and risk tolerances.

Andrew Labas is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Ignite Planners LLC and has held prior roles at StoneX Securities Inc, Cetera Advisor Networks LLC, and Girard Securities, Inc. Outside of his advisory work, Labas serves on several nonprofit boards including a church board of deacons, the Corinth Gas and Water Board, and the Economic Development Commission, and he owns a private plane rental business. Ignite Planners serves a diverse client base that includes individuals, high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm offers tailored investment portfolios combining individual securities and derivatives, discretionary asset management, financial planning, and advisory services for private pooled funds, employing strategies such as volatility-responsive overlays and tax-efficient rebalancing.

Hunter Jefcoat is a financial advisor at Ignite Planners LLC with a Series 65 designation and three years of industry experience. He has worked previously at Zavation Medical Products and M6 Capital Management. Jefcoat is based in San Clemente, CA. Ignite Planners serves a broad range of clients, including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm employs a volatility-responsive VEGA strategy with a mix of public and private investments and offers discretionary asset management, financial planning, and advisory services to private funds.

Dominick Zizzo is a financial advisor with Ignite Planners LLC in San Clemente, CA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at firms including Prestige Wealthwide LLC, Stonex Securities Inc., Cetera Advisor Networks LLC, and Girard Securities, Inc. Outside of his advisory role, he owns DZ Tax Solutions, providing tax preparation and bookkeeping services to individuals and small businesses in his community. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, and sovereign wealth funds. The firm offers discretionary asset management, financial planning, and consulting, utilizing a volatility-responsive strategy that incorporates stocks, bonds, ETFs, options, and private investments tailored to client objectives and risk tolerances.

Chace Adams is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Ignite Planners LLC and has previously worked at Prestige Wealthwide, Foresight Wealth Management, Purshe Kaplan Sterling Investments, and Girard Securities. Adams also owns Proactive Tax, a tax preparation business. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm offers discretionary asset management, financial planning, and consulting, with portfolios tailored to client objectives using a range of public and private investments and a volatility-responsive strategy.

Kwintone Houberg Lawton is a financial advisor at Ignite Planners LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors and Girard Securities, Inc. He is also the owner of a marketing organization, Nexus Obligatus Business Services. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, and sovereign wealth funds, offering tailored portfolios that utilize stocks, bonds, ETFs, options, and private investments with an emphasis on volatility-responsive strategies and tax-efficient management.