A Team of Financial Experts You Can Trust
![MARY DEAN MARY DEAN](https://drrwealth.com/wp-content/uploads/2021/10/MARY-DEAN.jpg)
Mary Dean MBA (Finance UCLA), CPA, PFS, CFP®
Portfolio Manager, Founder
As a college student, my goal was to combine the ethical with the practical. “Fee-only” (solely paid by the client) financial planning did not exist at that time. Despite that, it became my career goal.
I enjoy perceiving and analyzing client needs then developing structures to meet as well as continually monitor those needs. That means a close professional relationship with each client where their concerns become my concerns as well.
For fun, I enjoy swimming, hiking, or almost any sport. That is when there is time. My teenage daughter keeps me busy!
![MARC ROLAND MARC ROLAND](https://drrwealth.com/wp-content/uploads/2021/10/MARC-ROLAND.jpg)
Marc Roland MBA (Fin. and Tax Planning SDSU) CPA, CFP®
Managing Partner, Portfolio Manager, Chief Compliance Officer
In my former life as an engineer, I enjoyed the analytical aspects of the job, but there was simply no personal contact. I found myself continually helping family, friends, and coworkers with financial and tax issues. I knew what I wanted to do. So, back to school I went.
I truly enjoy working with people to help them determine their goals and helping them get there. I am able to use both my analytical skills and personal skills to make the complex financial world simple. I am one of those people that can honestly say that I love what I do!
When I am not working, I enjoy anything outside where I can spend time with my wife and two boys.
![ANDREW RUSSELL ANDREW RUSSELL](https://drrwealth.com/wp-content/uploads/2021/10/ANDREW-RUSSELL.jpg)
Andrew Russell MBA (Accountancy, CSUS) CFP®
Managing Partner, Portfolio Manager
I began my career in the financial services industry in the late 1990s. I worked for an institutional broker-dealer that supported independent investment advisors. It was there that I learned about a small group of advisors who put their clients’ interests ahead of their own. They were held to a fiduciary standard. It was at that moment that I decided I wanted to work as an independent fee-only investment advisor.
Outside of work, I stay busy as a volunteer in my community. I have coached many youth soccer, football, and baseball teams in the Rancho Penasquitos community. I have also served as a member of the board of directors for many local nonprofits.
In my spare time, I enjoy biking, walking, golf, and, of course, spending quality time with my wife and two boys.
![JANE INGALSBE JANE INGALSBE](https://drrwealth.com/wp-content/uploads/2021/10/JANE-INGALSBE.jpg)
Jane Ingalsbe BA with Honors in English – California State University Northridge
Office Manager since 1998
Being a trustworthy, accurate, and accessible source of portfolio information for clients provides me with a sense of accomplishment. It also allows me to interface frequently with clients which brightens my day!
![ELIZABETH DYSON ELIZABETH DYSON](https://drrwealth.com/wp-content/uploads/2021/10/ELIZABETH-DYSON.jpg)
Elizabeth Dyson BA UCSD Economics,
MA Chapman University
Portfolio Administrator
Although the center of my life is my family, a husband, and four children, as well as my church, working as a part-time trader expands my intellectual horizons and provides me with the opportunity to plan trades and check that they are completed accurately. I find the enormous amount of energy involved in planning for the future fascinating! Helping the firm as well as the clients is all the more rewarding when I have the opportunity to meet each one of them!