About Us
Steve Sexton is the President of the Sexton Advisory Group in Temecula, California. Mr. Sexton has over 15 years experience in the financial services industry and holds multiple licenses and designations. He continues his knowledge base by attending several advanced planning industry meetings held throughout the year.
Each year, Mr. Sexton educates area investors by holding educational seminars open to the public. Topics include: taking money from Ira’s tax-free, stopping the unfair taxation on your Social Security Income, how to get long-term care protection without paying annual premiums, safe investment alternatives, protecting yourself from market losses, and much more.
Steve is a resident of Temecula and is happily married to his wife, Lora of 12 years. He enjoys spending time with his 2 children, Connor (10), and Paige (9).
Karen M. Martindale
Karen M. Martindale is our Tax Service Preparation Coordinator. She is an Orange County native and came to Sexton Advisory Group in July of 2007. Karen has been working in the Tax Law & Financial Accounting Industry for more than twenty-eight years.
In her spare time, she enjoys traveling adventures to scenic beaches, hiking & running, creating stained Glass windows, and spending quality time with her family.
Gina Fogelmanis
Gina Fogelmanis came to Sexton Advisory Group after 10 years working with a temporary staffing firm in Orange County. Gina’s passion has always been to work one on one with individuals and absolutely enjoys helping clients. Gina specializes in helping our clients with retirement planning, college saving plans for their children as well as Medicare Plans.
Gina has been married to Dave for 7 years, loves spending time with her three children, Mindy, Neal , Brianna and her dogs, Buddy, Misty and Penny.
Jack Keeter
L. Bruce Bell
Bruce Bell came to Sexton Advisory Group after enjoying a 30 year career as owner of a full service insurance agency located in the high desert city of Victorville California. Mr. Bell has experience in Estate and Retirement Planning and holds the Life Underwriter Training Council Fellow, LUTCF designation awarded by The National Association of Life Underwriters and The Life Underwriter Training Council.
Bruce and his wife Alice reside in Murrieta, California and enjoy living close to their daughter Melissa, son-in-law Scott and grandchildren Daniel and Elizabeth.