The Fullerton Team
Stephanie and Steve Fullerton founded Fullerton Financial Planning to make a difference in the lives of others, helping clients realize the financial futures they deserve. The two have poured their hearts into their business and their team, all of whom seek to create those same strong relationships with clients.
Alex Becker
Director of Marketing
Blane Curry
Salesforce Administrator
Jamison Davis
Sr Director of Business Development
David M. Eldridge, CRPC®
Wealth Advisor
Terri Faust
Department Supervisor
Jacqueline Filizetti
First Impressions Concierge
Evan Fodness
Business Development Representative
Dallas Fox
Investment Advisor Representative
Steve Fullerton Jr.
Senior Director of Servicing
Caryn Bort
Service Team Associate
Elijah Gallardi
Wealth Advisor
Blaize Gatti
Compliance Officer
Ashlee Gibbs
Manager of Finance and HR
Trinity Grace
Wealth Advisor
Ryan Heck
Wealth Advisor
Penny Hermans
Assistant to Lead Advisor
Katie Isaac
Scheduling Associate
Alex Jennings
Digital Content Creator
Tia Keicher
Service Team Associate
Samantha Keleman
Service Team Associate
Amy Lander
Service Team Associate
Lisa Long
Marketing & Media Associate
Michelle Lorts
Seminar and Event Manager
Isabel Luna
First Impressions Concierge
Jeannine Marmo
First Impressions Concierge
Bethany May
Service Team Associate
Ronda Mayes
First Impressions Team Supervisor
Cindy Montana
Estate Planner
Zach Overweg
Wealth Advisor
Tyler Price
Investment Advisor Representative
Debbie Ramirez
Service Team Associate
Dianne Sackrider
Director of Finance
Gina Saldana
Service Team Associate
Melanie Schissel
Marketing Events Manager
Kileigh Swinton
Scheduling Associate
Matt Tobey
Director of Operations