San Diego, CA Willow Creek Road Office

Stephen Widner is a financial advisor at Navy Federal Investment Services, LLC with 34 years of industry experience. He holds the Series 63 designation and has worked at Navy Federal Investment Services since 2020, following two decades at CUSO Financial Services, L.P. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services through model portfolios managed by third-party firms on the Envestnet platform.

Patricia Flores is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at CUSO Financial Services, LP and Linsco Private Ledger. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses third-party portfolio managers on platforms such as Envestnet and provides ongoing account monitoring and due diligence.

David Hammond is a financial advisor at Navy Federal Investment Services, LLC with 16 years of industry experience. He holds a Series 66 designation and has been with Navy Federal Investment Services and Navy Federal Financial Group since 2017, following two years at Cuso Financial Services, LP. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers and provides account monitoring, rebalancing, and optional tax and impact overlay services.

James Jackson is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. His prior experience includes roles at W&S Brokerage Services and Western Southern Life. Outside of his advisory work, he is a compensated bass guitar player in the Revival Time Church of God in Christ choir and a member of the Rotary Club of Southeast San Diego. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm delivers investment advice through model portfolios managed by third-party subadvisers and provides ongoing account monitoring, rebalancing, and optional overlay services.

Lisa Aubel is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and 28 years of industry experience. She has worked at Navy Federal Financial Group and Navy Federal Investment Services since 2017 and previously held positions at Garrett J Bleakley, Garrett T. Bleakley, Northwestern Mutual Investment Management, and Arizona State University. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers and provides ongoing account monitoring, rebalancing, and optional overlay services.

Michael Des Camp is a Series 66-licensed financial advisor with Navy Federal Investment Services, LLC in San Diego, CA. He has two years of industry experience, including prior roles at Northwestern Mutual and Navy Federal Financial Group. His background also includes work outside finance in the golf and boating industries and time as a student at the University of Oregon. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through both advisory programs and brokerage channels. The firm uses third-party portfolio managers on the Envestnet platform and offers multiple service features including overlay and private wealth consulting programs.

Arturo Pulido is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66 and Series 63 licenses and eight years of industry experience. His prior roles include positions at TD Ameritrade, Mission Federal Credit Union, San Diego County Credit Union, and Evolution Hospitality. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm employs third-party portfolio managers via the Envestnet platform and combines advisory and brokerage services within its credit-union-affiliated structure.

Frank Gutierrez is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Wells Fargo Clearing, Equitable Advisors, and Bank of America. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers on platforms such as Envestnet, providing ongoing account monitoring, rebalancing, and optional tax and impact overlay services.

Jacob Benson is a financial advisor with Navy Federal Investment Services, LLC and holds a Series 66 designation. He has been with Navy Federal entities since 2021, including roles at Navy Federal Credit Union and Navy Federal Financial Group. His prior experience includes positions at Solidago Management and University of Nebraska. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party subadvisers and provides account monitoring, rebalancing, and optional tax and impact overlay services.

Sarah Sealey is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Navy Federal Investment Services, LLC since 2018. Her prior experience includes roles at USAA Financial Advisors Inc and Usaa Investment Management Company. Outside of her advisory work, she is an active owner of Hacienda Adobe Vineyards, a grape farming and sales business. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through both advisory and brokerage channels. The firm utilizes third-party portfolio managers and offers various overlay services, combining advisory assets with brokerage and insurance products.

Abigail Mc Daris Woods is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 credential and four years of industry experience. Her prior work includes roles at First Command Insurance Services, First Command Advisory Services, and a seven-year tenure in the United States Navy. Outside of financial advising, she is a landlord managing rental property through a property management company. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through both advisory and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and offers specialized services including a Private Wealth Consulting program for high-net-worth clients.

Sofia Biggs is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior roles include positions at Primerica Advisors and XP Securities LLC. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses model portfolios managed by third-party portfolio managers and provides ongoing account monitoring, rebalancing, and optional tax and impact overlay services.

April Pantaleon is a Series 66-licensed financial advisor with seven years of industry experience. She has worked at Navy Federal Investment Services, LLC and Navy Federal Financial Group, LLC since 2026, following a 19-year tenure at LPL Financial LLC. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm uses third-party portfolio managers on the Envestnet platform and offers specialized services such as overlay tax and impact strategies as well as a Private Wealth Consulting program for high-net-worth clients.

Denise Kamel is a Series 66 licensed financial advisor with 12 years of industry experience. She is currently with Navy Federal Investment Services, LLC and Navy Federal Financial Group, LLC, having joined in 2026. Prior to this, she spent nine years at Commonwealth Financial Network and five years at CUSO Financial Services, LP. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm utilizes third-party portfolio managers and offers overlay services and a Private Wealth Consulting program for high-net-worth clients.