About Us

CFP®

BS Economics Cal Poly '13

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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.

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.

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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.

CFP®

BS Business Administration; Finance

University of Connecticut ‘10

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After completing his degree in Finance at the University of Connecticut, Rasheem began his career in Massachusetts at Fidelity Investments. His career took him to Los Angeles, where he continued to develop his expertise, working with clients to provide financial planning and investment consulting. He is a Certified Financial Planner™ with over 13 years in the industry focused on advising clients. He is dedicated to understanding the needs of his clients and partnering with them to co-create plans which put them on the best path for financial success.

 

Rasheem lives in the Boston area with his wife Meghan and two daughters Addison & Colette. The family enjoys sunny beach days in the summer and skiing in the winter.

Masters, Harvard University Graduate School of Design, 2011

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Meredith earned her undergraduate degree from Columbia University’s Barnard College and went on to receive a Master’s in Architecture from Harvard University in 2011.

By 2013, her passion for helping others led her to a new path in the financial services industry. Drawing on her diverse background, Meredith brings a well-rounded perspective to all sides of finance. She particularly values connecting with clients—ensuring they feel heard, understood, and supported in reaching their financial goals.

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Meredith lives in San Luis Obispo with her husband, Gil, and stepson. She and Gil share a deep love of music and are often spotted DJing local events around town. She also loves to travel and is fluent in Spanish.

Camryn Goodwin was born and raised in San Luis Obispo, and a proud graduate of San Luis Obispo High School. She went on to earn her B.A. in Communication Studies at the University of San Francisco, where she honed her skills in storytelling, media strategy, and public engagement. 

 

Before joining SLWA, Camryn built a strong foundation in communication and government relations while working in San Diego, California, where she collaborated with a range of clients and developed a reputation for strategic communication, problem-solving, and research. She brings the same passion and professionalism to her role at SLWA, while residing in Southern California, and is committed to serving the community she has always called home.

MBA Cal Poly '94

BA Political Science Cal Poly '91

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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.

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Brad lives in San Luis Obispo with his wife, Trischa. They are proud parents to three children (Camryn, Hayden, and Cade). He enjoys surfing, mountain biking and brazilian jiu-jitsu.

CFP®

MS Business Analytics Cal Poly '21

BS Finance Cal Poly '20

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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 a Certified Financial Planner™. In addition to providing research and data analytics for SLWA, he is focused on providing high quality advisory and retirement plan services for his clients. By working closely with Brad and Luke, he is blending his 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.

CFP®

BS Business/Finance Cal Poly ‘03

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Originally from the Yuba-Sutter area of Northern California, Jenni grew up riding horses competitively and working on her family’s ranch—experiences that shaped her strong work ethic and deep appreciation for community. She moved to San Luis Obispo to attend Cal Poly, where she earned an Honors degree in Business with a concentration in Finance in 2003. Jenni began her career in the San Francisco Bay Area and brings over 20 years of experience in financial services, passionately advocating for her clients’ long-term success. She is excited to be part of the San Luis Wealth Advisors team, where she has the support and resources to continue empowering individuals and families to build more secure financial futures. Jenni and her husband, Dan, reside in San Luis Obispo with their three boys. Together, they enjoy exploring the outdoors, staying active, and making the most of their family time.

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.