The Fullerton Team

Stephanie and Steve Fullerton founded Fullerton Financial Planning to make a difference in the lives of others, helping clients realize the financial futures they deserve. The two have poured their hearts into their business and their team, all of whom seek to create those same strong relationships with clients.

Stephanie Fullerton

President and Co-Founder, Investment Advisor Representative

Steve Fullerton Sr.

Co-Founder, Investment Advisor Representative

Joshua Becker

Chief Operation Officer

Alex Becker

Director of Marketing

Caryn Bort

Service Team Associate

Blane Curry

Salesforce Administrator

Terri Faust

Department Supervisor

Michelle Foard

Assistant to Lead Advisor

Dallas Fox

Investment Advisor Representative

Steve Fullerton Jr.

Senior Director of Servicing

Blaize Gatti

Compliance Officer

Ashlee Gibbs

Accounting Associate

Ryan Heck

Wealth Advisor

Penny Hermans

Assistant to Lead Advisor

Katie Isaac

Scheduling Associate

Alex Jennings

Digital Content Creator

Tia Keicher

Service Team Associate

Samantha Keleman

Service Team Associate

Amy Lander

Service Team Associate

Lisa Long

Marketing & Media Associate

Michelle Lorts

Seminar and Event Manager

Jeannine Marmo

First Impressions Concierge

Bethany May

Service Team Associate

Ronda Mayes

First Impressions Team Supervisor

Cindy Montana

Estate Planner

Tyler Price

Investment Advisor Representative

Debbie Ramirez

Service Team Associate

Dianne Sackrider

Director of Finance

Gina Saldana

Service Team Associate

Melanie Schissel

Marketing Events Manager

Kileigh Swinton

Scheduling Associate

Matt Tobey

Director of Operations

Zach Tobey

Investment Advisor Representative

Anthony Trindade

Service Team Associate

Brooklynn Trotter

First Impressions Concierge

Connie Whetstine

Department Supervisor

Tori White

First Impressions Concierge

Leslie Winchester

Wealth Advisor