Executive Leadership

  Brian Damiani, CFP®   Chief Operating Officer Chief Investment Officer  Pleasanton, California

Brian Damiani, CFP®
Chief Operating Officer
Chief Investment Officer
Pleasanton, California

  Mike Kelly  Chief Recruiting Officer Chief Marketing Officer  Annapolis, Maryland

Mike Kelly
Chief Recruiting Officer
Chief Marketing Officer
Annapolis, Maryland

  Tim Kerrigan JD, MBA  Chief Legal Officer Chief Financial Officer  Scottsdale, Arizona

Tim Kerrigan JD, MBA
Chief Legal Officer
Chief Financial Officer
Scottsdale, Arizona

  Jon Sullivan, CFA, CFP®   Chief Compliance Officer  Pleasanton, California

Jon Sullivan, CFA, CFP®
Chief Compliance Officer
Pleasanton, California


Home Office

  Alina Lee Santiago  Vice President of Operations  Rendondo Beach, California  asantiago@continuumadvisory.com 925.237.9265

Alina Lee Santiago
Vice President of Operations
Rendondo Beach, California
asantiago@continuumadvisory.com
925.237.9265

  Mike Kelly, Jr. CFP®   Delegate OSJ  Annapolis, Maryland  mkellyjr@continuumadvisory.com 410.349.3806

Mike Kelly, Jr. CFP®
Delegate OSJ
Annapolis, Maryland
mkellyjr@continuumadvisory.com
410.349.3806

  ShaRaya Scovil  Operations Specialist  Eagle, Idaho  sscovil@continuumadvisory.com 208.425.1018

ShaRaya Scovil
Operations Specialist
Eagle, Idaho
sscovil@continuumadvisory.com
208.425.1018

  Chas Bell  Billing & Accounting Specialist  Eagle, Idaho  cbell@continuumadvisory.com 208.401.3724

Chas Bell
Billing & Accounting Specialist
Eagle, Idaho
cbell@continuumadvisory.com
208.401.3724


 

The executive leaders bring together aspects of Clark Street Financial, Wealth Management Associates, and Kelly Financial Advisors, creating Continuum Advisory LLC.

  Clark Street Financial   www.clarkstreetfinancial.com   7600 North 16th Street, Suite 105A Phoenix, AZ, 85020

Clark Street Financial
www.clarkstreetfinancial.com

7600 North 16th Street, Suite 105A
Phoenix, AZ, 85020

 
  Wealth Management Associates   www.wealth-mgt.net   400 Mainstreet, Suite 200 Pleasanton, CA, 94566

Wealth Management Associates
www.wealth-mgt.net

400 Mainstreet, Suite 200
Pleasanton, CA, 94566

 
  Kelly Financial Advisors   www.getkbi.com   810 E. College Parkway Annapolis, MD, 21409

Kelly Financial Advisors
www.getkbi.com

810 E. College Parkway
Annapolis, MD, 21409