Daniel is a Southern California native, originally from Fullerton in Orange County. In September 2001, he worked as a wealth manager for Edward Jones Investments and, in 2005, founded his first investment management company, Redwood Investments. From Redwood Investments’ success grew the Golden State family of companies; firms built to empower fellow advisors through supported independence, asset management, and practice ownership. As well as acting as the personal Chief Financial Officer for successful families across the country, he serves as Chief Executive Officer of Golden State and has over 20 years of industry experience. He was recently named a Top 40 Financial Advisor Under 40 by Investment News.

John is a Southern California native, born in San Diego and raised in South Orange County. After graduating from the University of Southern California, Marshall School of Business, John began his career in financial services as an Internal Wholesaler for Metlife Investors in 2001. He was soon promoted to External Wholesaler and has worked with financial advisors in Philadelphia, New York City, and Los Angeles. In addition to his role as a wealth manager, John oversees both firm growth and advisor growth initiatives. He recognizes opportunities to work with and help advisors achieve their vision, paying close attention to their personal and business goals. From the initial recruiting process to completing a successful transition, and forward-looking business planning, John remains attentive to each member of the Golden State team.

Kyle serves as the company’s Chief Investment Officer and oversees the asset management 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 Bachelors Degree in Finance with a minor in Economics.

Jennifer serves as Golden State’s Chief Marketing Officer and is responsible for all marketing efforts for the company. Born and raised in Los Angeles county, Jennifer has spent over 20 years in financial services between Orange County , CA and New York City.

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 for 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 within the financial services industry and has a knack for creating collaborative team environments.