Register Now!
There is no reason that you can’t prosper during volatile market conditions!
Over the last two years, the stock market has gone both up and down dramatically. Unfortunately, this has likely produced a significant impact on your investment portfolio,and probably not for the better!
Click Here to Learn More
About Us
Join our team, click here for employment opportunities!
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 skill set is perfect for working with networks and groups that fit into our target demographics. She works with these groups to arrange educational workshops, association speaking events, charitable events as well client social events. Her responsibilities include arranging all of Steve Sexton Radio and TV appearance. Gina lives in Murrieta, CA with her husband Dave and their 3 dogs, Misty, Buddy and Penny.
Jack Keeter
At Sexton Advisory Group DBA Sexton Financial and Insurance Services, 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 business of advice. Securities and Advisory Services are offered through LPL Financial and its affiliates. A registered investment advisor, Member FINRA/SIPC
L. Bruce Bell
Bruce Bell came to Sexton Advisory Group as a consultant 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 works as a paid consultant to Sexton Advisory Group as well as services his existing clients from our Temecula office.
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.