How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
A. Sean Bailey, CFP®
Wealth Advisor
My mission is to assist families as they strive to acquire, accumulate and retain wealth in a tax efficient manner so they may live in retirement with confidence and dignity. When I’m not engaged in professional activities, you...
Sonya Jones
Senior Client Services Associate
I endeavor to provide excellent service to our clients and organizing processes and procedures to ensure our office runs smoothly. When not working, I enjoy spending time with my fiancé, Erik, and our two boys, Lukas and Archer...
Jessica Simmons
Wealth Advisor
jessica.simmons@baileywealth.org
Brady Mistler
Paraplanner
brady.mistler@baileywealth.org
Raschel Thompson
Client Services Associate
raschel.thompson@baileywealth.org
Oscar Bailey
Paraplanner
Oscar is our intern and a recent Finance graduate from San Diego State University. Outside the office, he enjoys spending time with friends and family, playing sports, and following his favorite team, the Seattle Mariners...