Mortgage Broker/Company
David Pennington,
Cross Country Mortgage
619.994.9723
crosscountrymortgage.com
Jonathan Jerotz,
Synergy One Lending
760.522.2298
s1l.com
Accountant
Wastvedt & Company, CPA
858.201.6850
wastvedtco.com
Art Wankel & Associates
858.259.8803
artwankelcpa.com
Insurance Agent
Lauren Bottger,
American National Insurance
Company
858.216.6039
americannational.com
Jim Coleman, State Farm
858.755.6794
jimcolemaninsurance.com
Family Law
Van Dyke & Associates
619.344.0977, vdalaw.com
Office of William R. Fuhrman
760.479.2525, sdiegolaw.com
Personal Injury and/or
Civil Litigation Firm
Frantz Law Group
855.735.5945
frantzlawgroup.com
Marino & Tye LLP
760.741.7643
personalinjuryattorneysescondido.com
Readers' Choice, Best Wealth Manager:
The Rancho Santa Fe Group at Morgan Stanley
Readers trust The Rancho Santa Fe Group at Morgan Stanley in securing
their financial future and multi-generational wealth with personalized
financial planning and portfolio management services. The Rancho
Santa Fe Group, comprised of Jason Mubarak, CFP, Brant Rustick, CFP,
CPWA, Jon Schmauss, and Steve Finley (photographed, L-R), has been
working with high net worth families for many generations and has
navigated many market cycles. The team delivers comprehensive,
integrated strategies that leverage their collective experience and the
vast resources of Morgan Stanley. fa.morganstanley.com/rsf
OCTOBER 2023 81