Michael Kelly
Managing Director
Michael brings nearly three decades of experience in the financial industry, with a focus on long-term planning and goal-based strategies. He works with individuals and families to develop customized financial plans and help navigate the complexities of investment management. Michael emphasizes client education and strives to provide consistent, professional guidance through changing markets.
Over the course of his career, he has built strong relationships grounded in trust and personalized service. Michael leverages his deep industry knowledge to create thoughtful strategies that align with each client's financial goals and values.
Michael began his career at Prudential Securities and later held a position at Wells Fargo before joining Wedbush. He earned his BA in Economics from California State University, Chico, in 1992, and became a registered financial advisor in 1994. Michael lives in Honolulu with his wife, Corry-Lyn, and in his free time he enjoys skiing, surfing, golfing, and spending time with family.
RECOGNITIONS AND MEMBERSHIPS
He is also a member of the Wedbush President’s Club.
Steve Pitchkolan
Managing Director
Steve has more than 40 years of experience in the financial industry, specializing in the development of custom financial plans and investment portfolios. He is dedicated to delivering long-term value through a highly personalized and strategic approach. Steve works closely with clients to align financial decisions with life goals, offering clarity and confidence throughout the planning process.
Known for his client-centric mindset and deep market knowledge, Steve takes pride in fostering relationships built on trust, transparency, and continued service. His consistent focus on tailored solutions and ongoing communication has earned him long-standing client loyalty.
Steve earned a Bachelor’s degree in Business Administration from Western Colorado University in 1976. He holds Series 7, 63, and 65 licenses. He has been married to his wife, Margaret, for over 37 years. Outside the office, Steve enjoys running, golfing, and traveling.
RECOGNITIONS AND MEMBERSHIPS
- Member, Wedbush President’s Club
- Board Member, Matthews Foundation
Bradley Swain
Customer Relations Coordinator & Associate Broker
Brad brings over 26 years of experience in the financial industry, having worked at leading firms including Morgan Stanley and UBS Financial Services. He specializes in investment strategy, financial planning, and wealth management. Brad supports clients with a thoughtful, disciplined approach that emphasizes long-term goals and risk-managed solutions.
His work is grounded in a commitment to high standards and an understanding of the ever-changing financial landscape. Brad takes pride in providing clarity and confidence to clients through each stage of the planning process.
Brad holds a Master of International Management with a concentration in Marketing from Thunderbird School of Global Management and also studied at Arizona State University and Prescott College. He holds Series 7, 31, 63, and 65 licenses and insurance licenses in multiple states. Brad resides in San Diego with his wife Linda, where he enjoys spending time with his grandchildren and traveling in his time off.
Dina Garza
Client Service Associate
Dina Garza has more than 30 years of experience supporting financial advisors and managing operational processes within the financial industry. She is known for her organizational skills, attention to detail, and dedication to delivering seamless administrative support. Dina plays a key role in ensuring that advisors can focus on client service by maintaining efficient office operations.
Her experience spans multiple firms, where she has contributed to the overall client experience by managing day-to-day administrative tasks, compliance support, and account processing. Dina’s commitment to operational excellence helps maintain high service standards across the team.
She earned her Business Office Administration certificate from Bakersfield College and Grossmont College in 1989. Before joining Wedbush, she worked at Thomas Green San Diego Securities. Dina lives in San Diego with her husband Joe, where she enjoys visiting the beaches and local hiking trails.
Lisa Hohl
Financial Consultant
Lisa brings over 18 years of diverse experience in the financial services industry, with a background that spans investment planning, insurance, and client advisory. She works with individuals and families to build financial strategies that support long-term growth and security. Lisa is committed to providing clients with consistent insight and clear financial guidance.
Her professional journey includes wholesaling and advisory roles, which have given her a comprehensive view of the industry and a strong foundation for client-focused planning. Lisa emphasizes clarity, transparency, and education in every interaction.
Lisa earned a BA in Psychology from Point Loma Nazarene University in 2005. She became a registered financial representative in 2020 and holds Series 7, 63 and 65 securities licenses, along with state insurance credentials. She lives in San Diego with her husband, Zack, and their daughter, Evie. In her spare time, she enjoys spending time outdoors and with family.
RECOGNITIONS AND MEMBERSHIPS
She is also a member of the Wedbush President’s Club.
Makenna Kelly
Financial Consultant
Makenna works closely with individuals and families to build customized financial strategies. She is passionate about providing clients with the information, tools, and resources needed to make confident financial decisions. Her approach emphasizes strategic planning, education, and personalized service.
Makenna brings valuable professional experience from her previous role as a Finance Team Specialist at FuelPositive Corporation. There, she supported financial operations and corporate planning initiatives, building a strong foundation for her current role in financial consulting.
She earned her Bachelor of Commerce degree in Economics and Finance from the University of Guelph and became a registered financial representative in 2025. Makenna lives in San Diego with her husband, Matt. Outside of work, she enjoys traveling, staying active, and spending time with friends and family.
