Our Wealth Management Philosophy
Customize portfolios to meet the true goals of the assets
Stay aware of current economic trends while keeping a long term focus
Diversify across multiple asset categories to reduce volatility
Invest directly in stocks, bonds, ETFs, and cash to eliminate much of the costs associated with expense burdened investments
For clients who want more tangible investments, we are well versed in finding, financing, and managing investment properties. We can assist with identifying investment opportunities in private, early stage companies.
Independence means freedom to choose an open platform so we can select the best custodian for our clients assets, the best technology for trading, research & performance reporting, and best-in-class investment solutions.
Meet The Team
BS Economics Cal Poly '13
Upon his graduation from Cal Poly in Business Economics, Luke began a career in finance at Fidelity Investments in Los Angeles, CA where he earned the marks for his Certified Financial Planner™ license. Before running San Luis Wealth Advisors, he was an Associate Vice President at Wells Fargo Advisors where he focused the majority of his attention on asset management and all things financial planning. During his time at Wells Fargo Advisors Luke continued his education on traditional financial assets, but also dedicated himself to learning and helping his clients with alternative investments like real estate and private equity. Luke now focuses the majority of his attention on financial planning, asset management, developing deeper client relationships, and running the firm.
Luke lives in San Luis Obispo, CA with his wife and two kids.
Founding Partner, CEO
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Joy has been a critical part of our practice's success, tirelessly delivering excellent client service. She has over 20 years experience as a Client Service Associate. She is a true client advocate.
In addition, to making everything in our practice run smoothly, she is a mother of four. She and her husband, Tino, live in San Luis Obispo.
Client Relations Manager
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MS Business Analytics Cal Poly '21
BS Finance Cal Poly '20
Gavin joined our team as he was finishing up his graduate studies, earning a master’s degree in Business Analytics from Cal Poly in 2021. Gavin did his undergraduate studies at Cal Poly as well, receiving a BS in Finance. Gavin is a licensed advisor and is currently working on getting a CFP designation. In addition to providing research and data analytics for SLWA, he is focused on providing high quality advisory services for his clients. By working closely with Brad and Luke, he is blending his graduate education with industry experience. Gavin is particularly interested in the alternative investment space and looks forward to bringing those opportunities to his clients.
Gavin moved to San Luis Obispo for college and never wanted to leave. He enjoys golfing, traveling, and cooking/wine.
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Marissa has seven years of banking experience starting at Strata Credit Union in 2016 before moving to Valley Republic Bank in 2019, which merged with Tri Counties Bank in 2022. Marissa spent most of her banking career working in construction lending before joining the team at San Luis Wealth Advisors as a Client Associate in late 2023. In her free time, Marissa loves to attend concerts with her husband Cody and spend time with their two sons Hunter and Tristan.
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MBA Cal Poly '94
BA Political Science Cal Poly '91
After receiving his MBA from Cal Poly in '94, Brad began his career at Merrill Lynch. Prior to founding San Luis Wealth Advisors, he was a Managing Director at Wells Fargo Advisors. In addition to a career of being a Series 7 licensed securities broker, Brad has gained valuable experience in real estate investing. His focus has been primarily on the multi-family market. Further, he has also been active in private equity as an investor, as well as a consultant to capital raise campaigns for early stage companies.
Brad lives in San Luis Obispo with his wife, Trischa. They are proud parents to three children (Camryn 20, Hayden 17 and Cade 13). He enjoys surfing, mountain biking and brazilian jiu-jitsu.
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BS Business Administration '09
Prior to graduating with a BS in Business Administration in 2009, Joel entered the commercial financing industry – working primarily as a Financial Analyst and Commercial Loan Officer until 2014. He was a member of the team that launched Valley Republic Bank as a publicly traded bank in 2009 during the height of the Great Recession. Capitalizing on his experiences, Joel became a Financial Advisor with Edward Jones in 2014 – focusing his abilities with business owners, executives, and key employees. During his time there he also earned his Certified Financial Planner® designation. In 2022, he joined San Luis Wealth Advisors to increase his ability to continue meeting complex and evolving client needs and goals.
Joel lives in Bakersfield, CA with his 2 children (Stella & Beau) family enjoys traveling, kids sports schedules, live music, racing, and their 3 dogs.
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Kayla has eight years of banking experience as a branch supervisor at two credit unions. She joined Joel at Edward Jones in 2021 as a Branch Office Administrator, and has now joined him at San Luis Wealth Advisors as a Client Associate in our Bakersfield office. Kayla lives in Tehachapi with her husband Dalton, her son Hudson, and her two dogs Ellie and Oliver.
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Katie Kelley graduated from Cal Poly in 2010 with a B.A. in Political Science, International Affairs.
Over the years, while working in the tech and marketing industries, Katie found her passion as an Executive Assistant. Her experience in the investment industry has positioned her to provide excellent service to both clients and colleagues at SLWA.
Katie lives in SLO with her family.
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