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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 then spent eight years developing business for investors overseas until 1994. Upon returning to the U.S., he began his career in the financial industry with the Automobile Club of Southern California. For the past eleven years, Steve has developed his own financial planning business. He now works with the support of his team at Sexton Advisory Group to serve clients out of three office locations throughout Riverside and San Diego counties. He believes in helping clients take control by asking the questions that most people do not think or know to ask. His focus is on identifying issues that could be costing clients thousands of dollars in taxes, eradicating unidentified fees and expenses, solving estate problems, and eliminating any unknown risks. Steve has been a financial contributor and expert for CNN, ABC, NBC, CBS, FOX, THE CW, plus more, appearing locally and nationally more than 700 times over the last 5 years. USA Today also recognized Steve as a Financial Trendsetter for 2012 followed by recognition from The Wall Street Journal as a Financial Best Selling Author in 2013 for his contributions to the book “How to Get More out Of Life and Business with Better Results”. Steve is the former financial expert for the American Dream TV show on COX channel 4 as well as the former host of the very popular radio show, The Silver Hair Tsunami, on KCBQ 1170AM. Furthermore, Steve works with charities such as Pat Boone’s, Ryan’s Reach, and Jacob’s House Valleys. He has been married for 17 years to his lovely wife Lora. Together they have 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 | Director of Operations

Sexton Advisory Group

Brittany is currently an unwavering asset to our team as the Director of Operations. She 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 Teaching. 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.

Dayrin Magadan | Client Relations Team

Sexton Advisory Group

Dayrin is an integral part of our client relations team here at Sexton Advisory Group. With ten years of experience in banking and customer service, she is responsible for the processing of paperwork and client service requests ensuring the company’s day-to-day operations run efficiently. Dayrin has been happily married for eleven years with two beautiful children, Hailey and Jericho. Dayrin stays connected to our community by becoming involved with church activities.  

Melissa Sanchez | Director of First Impressions

Sexton Advisory Group

Melissa originally from San Francisco, was raised in New Orleans. Her Father was transferred to San Diego in 1980, and it has since been home for her family. Melissa enjoys hikes at the beach and kayaking in the ocean. She manages Parish Special Events at Our Lady of Mount Carmel Church, teaches 3rd Grade Religious Education at Church of Nativity. Melissa also manages a monthly Food for Family Program and can be found behind the camera photographing as needed.

She is delighted to be a part of the Sexton Team serving in our Rancho Bernardo Office.