Our Team

Financial Sense® Advisors, Inc.
Director of Operations

Tom joined Financial Sense® Wealth Management in 2016. He received his B.A. in Public Administration with an emphasis in Economics from San Diego State University. Tom’s role with Financial Sense® Advisors, Inc. is Director of Operations. Tom holds a Series 99 Operations Professional designation and has spent years in the industry with executive experiences in corporate banking and brokerage operations. A San Diego resident for over 30 years, Tom is also a member of the Screen Actors Guild, enjoys all things outdoors: snowmobiling, hiking, trail running, sailing, and escaping to the mountains when he can.

Financial Sense® Advisors, Inc.
Senior Lead Wealth Advisor
Financial Sense® Securities, Inc.
Registered Representative
BrokerCheck

Aaron joined Financial Sense® Wealth Management in 2019. He received his Bachelors of Business Administration with an emphasis in Finance and Marketing from Wisconsin Lutheran College in Milwaukee and has been a resident of the San Diego area since 2002. Aaron has spent his entire career in the financial services industry and became a Certified Financial Planner™ in 2011. His professional registrations held with Financial Sense® Securities, Inc. include FINRA Series 7, Series 24, Series 66, and Life-Only, Accident and Health, and Variable Contracts insurance licenses (California insurance license #0D92710). Besides helping our clients make smart choices with their financial decisions, Aaron enjoys traveling, playing basketball and cheering for his hometown Wisconsin sports teams.

Financial Sense® Advisors, Inc.
Lead Wealth Advisor
Financial Sense® Securities, Inc.
Registered Representative
BrokerCheck

Crystal joined Financial Sense® Wealth Management in 2016 and became a Certified Financial Planner™ in 2020. She received her B.A. in Economics at California State University-San Marcos. Crystal’s role with Financial Sense® Advisors, Inc. is Lead Wealth Advisor and she previously worked as our Administrative and Operations Assistant. Her professional registrations include Certified Estate and Trust Specialist™, Certified Tax Specialist, FINRA Series 7 & Series 66 licenses, Life-Only, Accident and Health insurance licenses (California insurance license #4014082). Crystal enjoys being outdoors and spending time with friends and family.

Financial Sense® Advisors, Inc.
Wealth Advisor
Financial Sense® Securities, Inc.
Registered Representative
BrokerCheck

Josh joined Financial Sense® Wealth Management in 2016. He holds the Chartered Financial Consultant® designation and earned his Bachelor of Science in Financial Services from San Diego State University (SDSU) where he also received his Certificate in Personal Financial Planning. Today, Josh's role with Financial Sense® Advisors, Inc. is a Wealth Advisor. His professional registrations include FINRA Series 7, Series 66 and Life-Only, Accident & Health, Variable Contracts insurance licenses (CA insurance license #4222598). Josh enjoys yoga, cross-fit exercising, making music, and spending time with his close friends and family in Encinitas, CA.