Brett Everhart
(619) 656-7059  |  email Brett
5898 Copley Drive, San Diego, CA 92111

Brett began his financial services career in 1981 and has been associated with North Island since 1999. Brett has been a CERTIFIED FINANCIAL PLANNER^® since 1986 and is an industry arbitrator for FINRA. He serves on a variety of industry boards and earned his undergraduate degree from the University of Kansas. CA Insurance LIC# 0654652

Carl Federici
(619) 656-4027  |  email Carl
Branch locations: El Cajon, La Mesa

Carl began his professional career in the financial services industry in 1984 and has been associated with North Island since 1999. Carl, a CERTIFIED FINANCIAL PLANNER^® and Certified Retirement Financial Advisor (CRFA), believes strongly about the role of taxes in financial planning. He has an "Enrollment to Practice before the Internal Revenue Service" designation, and earned an undergraduate degree from Notre Dame and a Master's degree, with honors, at the College for Financial Planning. Carl also served in the Navy for eight years as a Naval Aviator and has taught at the College for Financial Planning and at Rollins College. CA Insurance LIC# 0775165

David Daubenspeck
(619) 591-7631  |  email David
Branch locations: Carlsbad, Vista

David began his career in the financial services industry in 1994 with MML Investors Services, Inc., and has been associated with North Island since 2006. David, a Certified Funds Specialist, concentrates on individual and small group business retirement plans and investments. He was twice named as the Vista Chamber of Commerce "Volunteer of the Year", and in 2007 was recognized as a "Five Star Best in Client Satisfaction Wealth Manager" by San Diego Magazine. David holds a Bachelor's degree in Communications as well as a Master's degree. He has also completed the "Life Underwriter Training Council Fellow" series. CA Insurance LIC# 0B32405

Debby Knapp
(619) 656-4075  |  email Debbie
Branch locations: Centre City, Santee

Debby began her career in the financial services industry in 1980, with experience in Operations, New Accounts, and Brokerage. Debby has been associated with North Island since 2000. Debby holds an insurance license as well as Securities licenses in Series 6, 7 & 63. Debby's motto is to "educate and coach my members to financial health and early retirement." CA Insurance LIC# 0B48902.

Greg Bond
(619) 656-4039  |  email Greg
Branch location: Chula Vista, Eastlake

Greg began his professional career in the financial services industry in 1984 and has been associated with North Island since 1993. Greg, a Certified Fund Specialist, concentrates on long-term investment planning and tax-advantaged investing. He holds a Bachelor's degree in business and a Master's degree in finance. CA Insurance LIC# 0A64729

Josephine Anacleto
(619) 591-7388  |  email Josephine
Branch locations: North Island Naval Air Station, Rancho San Diego

Josephine began her professional career in the financial services industry in 2002, and has been associated with North Island since 2004. Josephine has a background in securities, annuities and life insurance. In addition, as a Federal Government Benefits Specialist, Josephine provides guidance to federal employees struggling to understand their retirement benefits in order to plan for their financial future. Josephine is a graduate of Marquette University where she earned her first Bachelor's degree. She also holds a second Bachelor's degree as well as a Master's Degree from the University of Wisconsin. CA Insurance LIC# 0D62704.

Kron Littleton
(619) 656-4038  |  email Kron
Branch locations: Imperial Beach, South Bay

Kron began his professional career in the financial services industry in 1995 and has been associated with North Island since 1999. Kron, a graduate of the Morgan Stanley Dean Witter Securities Training Program, uses his securities and investments experience to help members reach their goals. Prior to his financial services career, Kron had a distinguished Navy career as the Commanding Officer of a Helicopter Combat Squadron. In addition, he also served in Desert Storm and was a lecturer at the Naval Postgraduate School. CA Insurance LIC# 0B43521

Tina Tjong-Link
(619) 656-4037  |  email Tina
Branch locations: Kearny Mesa Spectrum, Clairemont Square

Tina, a Qualified Financial Planner, Chartered Retirement Plans Specialist®, and Certified Financial Educator®, began her career in the financial services industry in 1994 and has been associated with North Island since 1999. Tina specializes in investment and retirement planning for individuals and companies, as well as income tax and estate planning for advanced financial planning cases.
 
Tina holds a Masters of Science in Financial Planning from the College of Financial Planning, and a Bachelors degree from the University of California, Davis. She is also a veteran of the U.S. Naval Reserves. CA Ins. Lic # 0B39542.

Tracie Markson
(619) 656-4033  |  email Tracie
Branch locations: Mira Mesa, Scripps-Poway

Tracie began her professional career in the financial services industry in 1987 and has been associated with North Island since 1999. Tracie has a background in securities, variable annuities, and life and disability, which make her well prepared to help her clients plan their financial future. Tracie, a graduate of San Diego State University, has a B.S. in Business Administration, with an Emphasis in Finance. CA Insurance LIC# 0A67914