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Jeffrey Lysaught, CFP® Managing Director
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The desire to provide objective financial planning was the catalyst for
Jeffrey's formation of The Hunter Group in 1986. Prior to that
time, Jeffrey worked with General Motors, Citicorp, and Cigna Financial
Services where he gained valuable experience and insights into the
complexities of corporate and individual financial planning
issues. His certification as a Certified Financial Planner™
indicates Jeffrey has completed, and continues to complete, rigorous
education, experience, and examination requirements set forth by the
CFP Board of Standards. His clients are located worldwide and include
numerous executives with Fortune 500 companies and smaller public and
privately held firms, small business owners, retired and active
business executives, and a Nobel Prize winner. He has assembled a
team of top-notch financial planning experts on his staff and works
closely with an elite group of estate and tax attorneys, CPAs, and
pension specialists. |
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Ronald E. Floyd, CFP® Managing Director
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Ron’s
extensive experience in the financial services industry and high work
ethic bring to The Hunter Group a wealth of insights regarding every
facet of financial planning. He has been consistently ranked in the top
3% of wealth advisers with his previous firm, IDS/American Express
which later became Ameriprise Financial Advisors. His career began with
Lincoln National Life in 1977 and after creating his own agency he
joined Value Equities Corp. Ron gained additional valuable industry
knowledge while employed with FNIC. As a CFP, he has met the high
standards set by the Board and he continues to complete ongoing
continuing education requirements. Ron works with clients to design a
personal financial plan around their unique life goals. This strategy
focuses on helping them become more confident about managing their
financial objectives. It is designed to provide solutions to both every
day and long-term financial goals, and is personalized to meet the
needs of high-net-worth individuals and small business owners. With
over 30 years in the financial planning business Ron understands that
everyone’s situation is uniquely different and that priorities change
based on time horizons, and their long and short-term goals. |
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Jim Blommer, Managing Director
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Jim recently joined The Hunter Group as a Managing Director. He
has worked as a Financial Adviser in the La Jolla area for over thirty
years. Jim worked ten years with Prudential Securities and four
years for Merrill Lynch, Pierce, Fenner and Smith before joining
Spelman and Co in 1991. He was the office manager of the original
Spelman and Company office on Wall St in La Jolla. In 1997 he
started his own firm and continued to develop and expand his financial
services business in the ensuing years. Jim’s experience in the
financial services industry and expansive knowledge of key financial
segments enhance The Hunter Group’s ability to provide exceptional
client service. |
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Kevin King, CFA Portfolio Manager
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joined The Hunter Group in 2000 after five years as a Portfolio
Analyst for Provident Capital Corp. conducting research on individual
stocks and assisting in the management of over 100 individual stock
portfolios. While at Provident, Kevin earned the Chartered
Financial Analyst designation from the Association for Investment
Management and Research. Achieving the Chartered Financial Analyst
designation demonstrates Kevin's keen financial analytical acumen as
well as his commitment to being the best in his field. Kevin also
assisted in investment operations and research for San Diego Trust and
Savings Bank's proprietary mutual fund family. Presently, as
Portfolio Manager, Kevin researches market trends, analyzes the
performance of stocks, bonds, and mutual funds, forecasts market
changes, and, in coordination with the entire staff, makes
recommendations to the financial advisors to optimize the performance
of client portfolios. |
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Edwina Seiss, Practice Manager
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Edwina
began her financial services career in 1999 as a broker for Morgan
Stanley Dean Witter in La Jolla. She broadened her industry knowledge
by participating in their annual comprehensive training programs in New
York City. In 2001 she joined a boutique office of Sentra Securites
that would later be purchased by SunAmerica to become what is now AIG
Financial Advisors. For the last three years the La Jolla office was
sanctioned by The San Diego County Office of Education in assisting
local teachers to save in their 403(b), Roth 403(b), and 457 Plans.
Edwina held weekly educational seminars and assisted in navigating the
red tape of their retirement programs.
Edwina
graduated from the University of California San Diego with a BA in
Chemistry. She holds FINRA Series 7 and 66 securities registrations and
a California Insurance license. As Practice Manager she will
interface with clients and advisers on a daily basis to ensure timely
and accurate follow up on wealth management plans. She is
thrilled to be part of the team and working in an objective, full
service financial service firm. |
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Ryan Miyamoto, CFP® Case Manager
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Ryan brings several years of insurance and financial services
experience to The Hunter Group. He received comprehensive financial
planning experience with Ameriprise and in-depth knowledge of various
insurance products as Sales Director for a national insurance firm. His
focus is comprehensive regarding investment, insurance, and financial
issues. A graduate of the University of California, Davis, with a
degree in Economics, Ryan is a CERTIFIED FINANCIAL PLANNER™
professional and presently holds FINRA Series 7 and 66 securities
registrations and a California Insurance license.
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Miryana Trgo, Case Manager
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Miryana
graduated from the University of Croatia with a major in
Economics. She worked four years in the Jugobanka Bank and she
worked for the United Nations from 1993 to 1995. She is most
proud of helping to supervise the air food relief program in Sarajevo,
Bosnia for the United Nations where tens of thousands of people could
have starved. Upon relocating to the United States in 1997 she worked
for an investor and developed a keen interest in Financial
Planning. She joined forces with Jim Blommer at Girard Securities
in 2002 as a financial services coordinator and key client
liaison. She has recently earned her Securities License and looks
forward to serving The Hunter Group as a liaison between clients and
their adviser. |
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Meredith McCall, Administrative Manager
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Meredith
McCall joined The Hunter Group in 2002. As Administrative Manager she
focuses on client administrative issues and provides general and back
office support. Specifically, Meredith implements and coordinates
all documentation into our LaserFiche data imaging system, assists in
administering account activities revolving around client requests, and
is a direct liaison with any third-party providers. As a Notary she is
on-site to notarize documents for clients and forward to the
appropriate agencies for recordation.
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Beth Clarke, Administrative Manager
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As the Administrative Manager for Ron Floyd, CFP since 2000, Beth’s
expertise is coordinating the many details of managing client data,
scheduling appointments, processing paperwork and ensuring compliance
with regulatory matters. Beth’s extreme attention to detail, calm
demeanor and dedication to her work helped Ron consistently rank
among the top tier of Ameriprise planners. She looks forward to
broadening her financial services career by taking on additional
administrative duties for The Hunter Group’s Del Mar office. |
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Kathy Lysaught, Administrative Manager
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Kathy
Lysaught assists The Hunter Group in several arenas. Handling client
administrative issues, coordinating appointments and upcoming events,
providing general and back office support, and operations are just a
few of her responsibilities. As a Notary, Kathy provides notary
services for client documents and coordinates the recording with
appropriate agencies. As a licensed Realtor, Kathy provides
valuable insights, research, and resources in the real estate and
mortgage industries. |
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