Kyle serves as Chief Investment Officer for Golden State Asset Management and oversees the investment operations. He began his career in 2005 working for Investors Bank & Trust and State Street where he focused on institutional investing. Kyle later partnered with Redwood Investments where he continues to practice wealth management. Shortly thereafter, he assumed the additional role with Golden State. He holds a Bachelor’s Degree in Finance with a minor in Economics.

Living on the Mendocino Coast in which he is a 4th generation native with his family, Kyle enjoys spending time with his two children and their many activities, including golfing and mountain biking.

Jennifer serves as Golden State’s Chief Marketing Officer and is responsible for all marketing efforts for the company. Born and raised in southern California, Jennifer has spent most of her life between Los Angeles and Orange counties. She has over 20 years’ experience in the financial services industry.

Before joining Golden State in 2019, Jennifer was Vice President of Marketing for Griffin Capital where she was responsible for all marketing and public relations efforts for the parent company as well as the distribution arm for their alternative investments. Prior to her role at Griffin Capital, Jennifer spent nearly 10 years in New York City supporting annuity distribution for AXA Equitable and MetLife. Serving as Assistant Vice President at AXA Equitable, Jennifer was responsible developing and merchandising marketing material for new and existing products. She played a similar role at MetLife, but also focused two years of her tenure on global brand and advertising efforts during a key transitional time for the company. She boasts a wealth of brand, public relations and marketing knowledge that is specifically related to the financial services industry.

Jennifer lives with her husband John and son Jayden in Laguna Beach, CA. In her leisure time, you’ll find her on the water or skiing down a mountain with her family. She is a board member for El Morro Elementary (2023-2025) and a member of the Long Beach Yacht Club and Laguna Art Museum.

Jill joined Golden State in 2016 to assist with advisor transitions and on-boarding. During her tenure, she took on additional compliance responsibilities. Jill now serves as the Transition and Administrative Director and oversees all transitions. While moving multi-million-dollar books of business during the onboarding process, Jill coordinates the necessary activity between advisors, clients and custodian back office personnel to ensures a smooth, hassle-free experience. Additionally, Jill works directly with the firm’s advisors on issues relating to compliance oversight, regulatory reviews and audits.

Prior to joining Golden State, Jill traveled a unique career path that includes Executive Assistant to the President of Zaro’s Bread Basket in New York City and Sous Chef for a Sodexo Marriott corporate dining facility. As an active volunteer, she served as an executive board member for seven years in the PTA, ending her tenure as president and served on the executive board of the Temecula Valley Time Machine, a youth running club. Throughout her career, Jill developed and strengthened her commitment to customer service. Jill received her Culinary Arts diploma from the Institute of Culinary Education in New York and her BS in Social Sciences from California Polytechnic State University.

Jill resides in Orange County, California and when not working, she enjoys time with her family. Food still remains a huge passion and she is an avid and adventurous cook. Friends prefer her kitchen to restaurants! She also loves to knit and has many projects going at once.

Clint joined Golden State in 2015 during an integral time of the company’s growth. He has supported the firm in many capacities and was promoted to Systems Manager in 2020. He focuses on supervision of internal computer related-activities, information security and continually ensures hardware and software meet industry and regulatory standards. Additionally, he oversees client billing and advisor payroll.

During his tenure at Golden State, Clint completed his Bachelor of Arts in Business Administration at California State University, Fullerton in 2018. After studying an additional two years at St. Gregory the Great Seminary, he earned a second degree, Bachelor of Philosophy in 2020. His hometown is in Eureka, California and now resides in Powell, Wyoming.

When not working, Clint spends his time with his family around the Wyoming landscape. He enjoys cycling, running, and skiing. He also takes his computer skills to a charitable level and helps local Catholic parishes build their websites.