SPECTRUM WEALTH ADVISORS - Key Persons
Job Titles:
- Client Operations Manager
Bekky rejoined the team in 2021 and brings with her 20+ years of client service experience in the financial services industry. She holds a Bachelor of Science degree in Business from CSU Chico. Bekky is primarily responsible for onboarding our new clients and client new account set up.
Bekky married her high school sweetheart, Tony and they have two girls. Bekky loves camping with her family, watching her girls play softball, and traveling any chance she gets.
Job Titles:
- Chief Operating Officer
- Senior Leader
Bev is an experienced senior leader with a diverse background in financial operations and strategic support. She joined the team in 2019, bringing over 30 years of experience in large-scale transaction processing, financial controls, and client services.
Bev provides strategic operational support to Spectrum including marketing, compliance support, developing and implementing process improvements, and automation strategies.
Bev calls the beautiful Shenandoah Valley in Amador County home, where she lives with her husband of 39 years, Keith. On weekends, you'll likely find them exploring the area's 50+ wineries, tapping their toes at a bluegrass festival, or hitting the road in their RV. When she's not out and about, Bev enjoys spending time as a bonsai artist.
Gail is perfectly suited as our Event Coordinator. We love to host our families at several educational and social events each year. Gail has a diverse background ranging from dental hygienist to residential real estate to CEO of the Christie household.
Gail enjoys cycling on her road bike and peddling her cruiser around town with basket and bell included. Gail loves to travel and has visited far-flung destinations including Africa and Machu Picchu.
Gail loves to spend time with Ken and their two children Konner and Kennedy anywhere they can be together. But she especially treasures time spent with her family at their Lake Tahoe cabin. Gail has a Golden Doodle named Mitt who can be found at the Spectrum office on weekdays and a bossy Tea Cup Yorkie named Brandy.
Jason joined the Spectrum Wealth team as a wealth advisor in 2024. As the son of an accountant, Jason grew up in a family where financial literacy was taught and modeled. The world of finance is challenging. Jason hopes to help clients achieve financial success while wholeheartedly enjoying the process.
Jason comes from a life of full-time church ministry to now serving families to help meet their financial goals. He has his Master's in Business Administration from North Dakota State University and holds his Series 7 and Series 66 registrations through LPL Financial. He is also a licensed life, accident, and health insurance agent in the state of California.
Ken has provided financial legacy building, education, and services to a vast array of individuals and businesses, since 1991. His focus is to assist families with risk management, asset strategy, retirement planning, and wealth transfers. He implements simple, result-driven strategies by exploring and analyzing each client's unique situation.
Ken earned his Bachelor of Science in Finance at California State University, Chico. He holds his Series 6, 7, 24, 63 registrations through LPL Financial and the Series 66 with LPL Financial and Spectrum Wealth Advisory Group, LLC. He earned the Charter Financial Consultant® (ChFC®) designation from The American College. Ken serves as treasurer on the Bayside Church Board of Directors.
Ken and his wife, Gail, have been happily married for over 25 years and together have two amazing children, Konner and Kennedy. He enjoys spending his spare time exercising, golfing and vacationing in Tahoe.
Konner is a wealth advisor located in our San Diego office, focused on constructing wholistic financial plans and tailored investment solutions to executives, families, and business owners. Prior to joining Spectrum Wealth Advisors, Konner previously served as a financial counselor at Goldman Sachs for Fortune 500 corporate executives. His background provided great insight into strategic benefit planning and supporting high-net-worth families.
Konner earned his Bachelor of Science in Business Administration from Biola University. He holds the CFP® designation alongside the series 7 and 66 registrations through LPL Financial.
Outside of work, Konner thrives when he is staying active. At the moment, he enjoys the challenge of surfing and golfing. He is happily married to his wife Tanna and looks forward to traveling the world with her for many years ahead.
Linda is our Client Services Manager. She provides our clients with ongoing support for service-related needs and scheduling, maintains our client records, manages payables and keeps the office running smoothly.
Linda has been with Spectrum Wealth Advisors for 13 years. Prior to that, Linda managed a dental office for many years and was a Registered Dental Assistant.
Linda loves to spend time with her three adult children and her grandson. She enjoys gardening, boating with friends, and relaxing on the waterfront.
Michael joined Ken and the Spectrum team in 2011. In this complicated financial world, he aims to help clients create and achieve their personal goals using strategies they can understand and feel confident in.
Michael earned his Bachelor of Science in Business Management and Economics at Keene State College in New Hampshire. He holds his Series 7 registration through LPL Financial and Series 66 registration with both LPL Financial and Spectrum Wealth Advisory Group, LLC. He is also a licensed life, accident and health insurance agent in the state of California.
Michael and his wife Hannah, enjoy traveling, hiking and camping with their daughter Charlotte, son Grayson and Goldendoodle, Finn. He is also an avid snowboarder and musician.