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F.S.I. Support Staff

We are here to help! Whether you have:

  • a simple question
  • need to schedule an appointment with one of our advisors
  • update your beneficiaries or request funds from one of your accounts
  • you have a referral to send us and not sure what to do
  • or have any other service needs we are here for you!

These are just a few examples of what our support staff can help you with. Our amazing staff members are always willing to go the extra mile to make sure you are completely satisfied!

Call or email any one of our staff members below and they’ll make sure you get taken care of right away!

We strive for 100% satisfaction and are happy to service your financial needs!

Colton Punches

Senior Paraplanner

(619) 681-1911

(619) 681-1901

Colton has been living and moving around San Diego his whole life. He is a San Diego State alum and was involved in multiple organizations while on campus. He was the Vice President of Kappa Alpha Order, and was a member of the Trading...

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Maggie Russo

Director of Client Services


As the Director of Client Services, Maggie works closely with Paul and Darrin to ensure that client satisfaction is maintained through ongoing client interaction and general support. She helps to manage client accounts, process...

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