Our Team
The Fullerton Family
You Will Be Treated Like Family by Experienced Professionals You Can Trust.
Fullerton Financial Planning
Stephanie Fullerton
President and Co-Founder, Investment Advisor Representative
Steve Fullerton Sr.
Co-Founder, Investment Advisor Representative
Joshua Becker
Chief Operation Officer
Advisors
David M. Eldridge, CRPC®
Wealth Advisor
Dallas Fox
Investment Advisor Representative
Elijah Gallardi
Wealth Advisor
Ryan Heck
Wealth Advisor
Cindy Montana
Estate Planner
Zach Overweg
Wealth Advisor
Tyler Price
Investment Advisor Representative
Zach Tobey
Investment Advisor Representative
Leslie Winchester
Wealth Advisor
Matthew Zuccaro, MS, CFP®, CWS®
Investment Advisor Representative High Net Worth Specialist
Leadership
Alex Becker
Director of Marketing
Jamison Davis
Sr Director of Business Development
Steve Fullerton Jr.
Senior Director of Servicing
Dianne Sackrider
Director of Finance
Matt Tobey
Director of Operations
Team
Caryn Bort
Service Team Associate
Blane Curry
Salesforce Administrator
Terri Faust
Department Supervisor
Jacqueline Filizetti
First Impressions Concierge
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
Isabel Luna
First Impressions Concierge
Jeannine Marmo
First Impressions Concierge
Bethany May
Service Team Associate
Ronda Mayes
First Impressions Team Supervisor
Debbie Ramirez
Service Team Associate
Gina Saldana
Service Team Associate
Melanie Schissel
Marketing Events Manager
Kileigh Swinton
Scheduling Associate
Anthony Trindade
Service Team Associate
Brooklynn Trotter
First Impressions Concierge