Mike Bornstein

Mike provides wealth management services for successful professionals, families and corporations by taking a tax-centric approach to strategies, helping clients focus on maximizing income in retirement, while also addressing the transfer of wealth to subsequent generations and charitable endeavors.

Mike seeks to prepare uniquely designed strategies that help address his client’s financial goals and objectives. He tells every client with whom he works, “I want to help you protect, preserve and grow what’s most important to you.”

Mike helps his business clients attract, retain and reward employees by designing and implementing benefit programs including tax qualified retirement plans such as 401(k) plans and deferred compensation plans.

Prior to his financial services career, Mike owned a sales and distribution company where he learned first-hand how to build a business from the ground up and take it from start-up to success. He is intimately familiar with the financial issues business owners face daily and is skilled at helping them balance running the day-to-day operations by creating financial strategies for the long term.

A Santa Monica native, Mike attended John Thomas Dye School and Harvard-Westlake School, followed by the University of California, Santa Barbara. He and his wife Tiffany live with their two children in El Segundo.

Glenn T. Crawford

Glenn T. Crawford holds a Series 65 Investment Advisor Representative distinction, is a Certified Divorce Financial Analyst (CDFA®) and is also a licensed insurance agent. His mission is to seek to support better financial outcomes for clients by educating, enabling and empowering them to make sound decisions about their financial well-being. He has also dedicated a significant part of his practice to advisory work regarding the financial aspects of divorce. Prior to entering the wealth management industry, Glenn enjoyed a career in information technology and was a partner in a $65 million consultancy firm.

Glenn holds a B.S. in General Business Administration from Arizona State University, where he was also a member of the 1975 SunDevil 12-0 Fiesta Bowl Championship football team.

As an active member of the community, Glenn has coached hundreds of youth sports teams over the years. He currently serves on the boards of the Arizona State University Alumni Association, Angel’s Nest Transitional Living Program, Pasadena Child Development Agency and the National Association of Insurance and Financial Professionals Los Angeles.

Aleksander Glebov

Aleksandar Glebov started his financial services career in the year 2000. Originally from Northern California, Aleks moved to Southern California to attend college at UC San Diego. After graduating with a management science degree, he immediately started his career in financial services. Aleks has always been passionate when it comes to helping people and managing money. He takes pride in helping his clients, aiming to provide his clients with sound advice when it comes to investment, insurance, business and estate planning. He strives to provide his clients with the best possible client experience as they navigate the difficult tasks of preparing themselves, their families, and their businesses for a successful financial future. With over 16 years of experience, Aleks knows how to find the best solutions to the needs and challenges that his clients will face now and in the future. Aleks has earned various honors over his career, including top 10 in production for Northwestern Mutual in 2002, as well as top 50 sales manager for Mass Mutual in 2006.

Aleks lives in Irvine and enjoys outdoor actives with his dog Kona. He also continues to play competitive soccer and recently his team won the national title for men over 30. He enjoys being on the Orange County Bar Foundation and spends time helping “at risk” youth prepare for college applications and interviews.

Corina Gutman

Born in Argentina to European immigrants, Corina has lived in Albuquerque since 1983, where she raised three children and developed a thriving financial practice, which she started in 1986.

Fluent in both Spanish and Italian, she also holds the following industry certifications: CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Accredited Estate Planner and Chartered Life Underwriter.

Since 1991 she has devoted her professional practice to helping small and medium size businesses, as well as non-profit organizations, navigate the process of developing and managing qualified retirement and executive compensation plans for the purpose of attracting and retaining quality employees. Corina also assists her clients in the design and implementation of business continuation plans that support the long-term viability of their business.

Christina Lawrence

Christina’s multigenerational wealth management practice draws inspiration from her 22 years of professional experience in New York City, Silicon Valley and Madrid, Spain. Her strategic thinking, communication skills, industry resources and inclusionary approach help guide her team to deliver enduring solutions that support her clients’ best interests and long-term vision.
Christina specializes in multigenerational wealth transfer with a focus on philanthropy. Together with her team, she assesses where her clients are “today” and provides ongoing financial advisory services including tax & estate planning and investment strategies that seek to balance expectations for return and risk inherent to all investing.
As a third-generation Financial Services professional, Christina puts a strong emphasis on facilitating communication between a client’s family members. She enthusiastically encourages her clients to actively participate in important decisions, such as defining a purpose for their family wealth, philanthropic grant-making and each member’s role in the management of family assets. Particular emphasis is placed on preparing “Next Gen” as stewards of their family’s future.

Christina is an advisory board member for the Institute for Family Governance (IFG) where she supports education and participates in thoughtful conversations surrounding the management of closely held businesses, complex wealth scenarios, asset protection , succession planning and the importance of family governance.

Having lived abroad in Madrid, Spain, Christina is fluent in Spanish. A graduate of The American University in Washington, D.C., with a B.A. in Spanish Studies and Psychology, she also earned her MBA at Thunderbird School of Global Management in Phoenix, AZ.

Christina is a longtime volunteer photographer and planning committee member for “Hedge Fund Rocktoberfest” concerts that feature rock bands made up of financial services professionals and benefit A Leg To Stand On (ALTSO). Founded in 2002, ALTSO is a global non-profit organization that brings life-changing prosthetic limbs and corrective surgery to children with disabilities in developing countries.

Together with her husband, Piers Lawrence, a professional guitarist, she recently relocated from New York City to San Diego, CA, where she enjoys spending her free time traveling the beautiful SoCal coastline, entertaining at home and networking at The University Club in downtown San Diego.

Michelle Mai

Michelle Mai is a licensed Investment Adviser Representative who provides comprehensive financial planning to families and has a specialty in college funding. After moving to San Diego 13 years ago, she began working with families to educate them on the importance of creating a strategic financial plan that is tailored to their unique needs. It was then that she recognized the negative impact that insufficient planning can have on a family’s financial future. She has since pledged to help families understand these deficiencies and has been working with families to develop secure and confident financial plans that aim to minimize their costs for college and maximize their lifetime savings.

With over 1,200 families she’s helped over the years, she continues to maintain her pledge of educating others daily. Over the last few years, she has made it a point to give back to the community through educating its members on various financial planning topics. Michelle stays involved on many levels with the financial planning industry by currently serving on the board for N.A.I.F.A. (National Association of Insurance and Financial Advisors) and providing financial literacy workshops regularly.

Michelle lives in San Diego, California, and spends the time away from her office with her family, running, biking, and enjoying all that San Diego has to offer.

College planning services are provided by Michelle through College Planning Source and are independent of the  services of Signature Resources Capital Management.

Kevin Messenger

I find individuals and business owners work with me for a range of reasons, with each seeking advice tailored to the values, needs, goals and problems they’d like to address. The results create a more organized and secure financial foundation through a thoughtfully designed and judiciously implemented financial plan that seeks to secure financial wellness and build generational wealth.

We further help entrepreneurial clients shape their businesses as they imagine them. Our work looks to shoulder the focus on personal wealth and legacy, allowing owners to concentrate on business operations and growth. Seeking to design and implement strategies to attract and retain top talent, we develop formal financial wellness programs designed to reduce employee financial stress, with the intention to develop a more productive and profitable work environment.

Your financial situation, plans and goals are unique. We look to embrace those distinctions to develop an approach that exclusively focuses on your best interest and optimal financial outcomes.

Keegan Rowe

Keegan Rowe is an alum from Chapman University with a Finance and Economics background. His college education includes a semester in which he circumnavigated the globe and experienced different cultures from around the world.

Formerly a Mortgage Professional, Keegan transitioned into the financial services industry in 2018 to take a more holistic approach to financial planning.  He is an Investment Advisor Representative with an insurance license and works with individuals and businesses seeking to both build and protect their wealth.

Russ Siadatian

Russ Siadatian is a Series-65 licensed Investment Advisor Representative with Signature Resources Capital Management. Russ began his career in the industry in 2016 after working in entertainment finance. His practice focuses on retirement, business and estate planning for both individuals and businesses. Through personal family experiences, Russ realized from an early age the importance of working with a Financial Advisor with a professional and process-driven approach.

Russ was born in Salt Lake City and was raised in Los Angeles since he was 10 years old. He attended Indiana University, where he held numerous leadership positions and received a Bachelor’s Degree in Legal Studies. Russ currently is studying for his Certified Financial Planner designation through UCLA. In his free time, Russ enjoys spending time with family, reading thrillers, spending time outdoors and playing sports with friends.