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Sexton Advisory Group is an ensemble retirement practice company serving San Diego and Riverside counties. Our mission is to assist our clients in achieving the goals and objectives that are most important to them by integrating all areas of retirement planning. We assist our clients by helping to provide clarity in a world of increasing complexity by serving as our client’s personal CFO.

Understanding that no one can be “all things to all people,” we utilize an ensemble approach of investment professionals to address every one of our clients’ investment goals and retirement objectives. Depending on your circumstances, we may elect to bring in CPAs, attorneys, long-term care specialists, and even outside portfolio managers to ensure your needs are addressed at the highest level.

Sexton Advisory Group uses financial professional, Steve Sexton, and our ensemble of skilled professionals to help clients strategize toward total wealth optimization. With the ensemble’s experience in the financial planning industry, clients may find themselves freed from the chains of financial worry. They can determine what is important to the client and use it to help support their retirement objectives.

Steve Sexton | President

Sexton Advisory Group

Steve earned his degree in management sciences from Pepperdine University. He spent eight years developing business for investors overseas until 1994. Upon returning to the U.S., he began his career in the financial industry at the Automobile Club of Southern California.

Over the last nine years, Steve has developed his own financial planning business, and now his team at Sexton Advisory Group serves clients between three offices throughout Riverside and San Diego counties. He believes in helping clients take control by asking questions that most people do not think or know to ask, along with identifying issues that could be costing clients thousands of dollars in taxes, unidentified fees and expenses, estate problems and unknown risks.

Steve was named the “Financial Expert” for the CW’s Daily Living Show, “Money Minute,” and for Entertainer & Lifestyles Television. He is the resident financial advisor to the local magazine, San Diego Entertainer & Lifestyles Magazine and the host of the popular radio show, “Winning in Life with Steve Sexton” airing Sunday morning’s at 9 a.m. on AM 1170 KCBQ.

In addition, Steve works with charities such as Pat Boone’s Ryan’s Reach, and Hospice Of The Valleys. Steve is supported by a wonderful team of nine at Sexton Advisory Group. He had been married for 15 years to his wife, Lora, has two children Connor and Paige, and a beagle dog named Harry.

Jack Keeter | Comprehensive Wealth Manager

Sexton Advisory Group

At Sexton Advisory Group, we have teamed with Jack Keeter, President of Jack Keeter & Associates, Estate and Retirement Planning. When it comes to the approach of Comprehensive Wealth Management, Jack handles all securities and investments on our team with a fee-based approach to the capital market.

Jack is known as one of America’s experts when it comes to managing money as recognized by Senior Market Advisor Magazine. He is one of the skilled few in the business of advice. Securities and advisory services are offered through Charles Schwab. Jack is a Registered Investment Advisor.

*Jack Keeter & Associates, Inc. is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients when Jack Keeter & Associates, Inc. and representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Jack Keeter & Associates, Inc. unless a client service agreement is in place.

Brittany Rutherford | Paraplanner

Sexton Advisory Group

Brittany is currently an unwavering asset to our team as an exemplary Paraplanner. Her career in the financial services industry started with Sexton Advisory Group in 2009 while she was studying at Chapman University. She has since earned a bachelor’s degree in psychology and a master’s degree in education. These achievements aside, Brittany has also finished the educational requirements needed to serve as a licensed insurance agent and is currently completing the necessary course work required to become a certified financial planner. She is very family-oriented with a strong aptitude for helping others in need. This is evident in her volunteer work with Habitat for Humanity and her family life. Brittany recently became a new mom with her husband, Tim, to their precious baby boy, Bruce. Her interests include reading a multitude of books, teaching ballet, and an invariable desire to keep learning.

Tim Koch | Chief Compliance Officer / Investment Advisor

Sexton Advisory Group

Tim is a graduate of Fullerton State University and began his career with Jack Keeter at Merrill Lynch. Tim is a licensed Investment Advisor. During the past 14 years, Tim’s role within the company has developed in to managing the daily operations and serving each of our families with great integrity and professionalism. He also serves as the Chief Compliance Officer, ensuring the company’s day-to-day operations and state filings are compliant with the current state laws. Tim is married to his wife, Cindy, and together they have two children, Mason and Morgan.

*Jack Keeter & Associates, Inc. is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients when Jack Keeter & Associates, Inc. and representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Jack Keeter & Associates, Inc. unless a client service agreement is in place.

Eric Domingues | Investment Advisor Representative

Sexton Advisory Group

After graduating from California State University Fullerton in 2007 with a business and administration degree, Eric began his career with Jack Keeter and Associates. Since then, he has been involved in all day-to-day activities of the firm, including client management, financial planning, and building portfolios. Over the last 5 years, Eric’s knowledge for managing clients’ accounts and financial plans has grown exponentially and he serves all clients with professionalism and care. Eric is happily married to his wife, Samantha.

*Jack Keeter & Associates, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients when Jack Keeter & Associates, Inc. and representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Jack Keeter & Associates, Inc. unless a client service agreement is in place.

Sandi Rutherford | Client Relations Team

Sexton Advisory Group

Sandi studied liberal arts at California State University, Fullerton. She has 10 years of customer service experience. She is happily married to her husband, Randy. They have one daughter who is attending UCLA majoring in business economics. Sandi enjoys reading, travelling, and spending time with her family.

Dayrin Magadan

Sexton Advisory Group

Jennifer Piranio

Sexton Advisory Group