Jamie C. Smith, JD

Founder & President

(619) 557-8263

(619) 300-7250

jamie@lockstepwealth.com

Wendie Hernandez, MBA

Registered Sales Assistant

(619) 744-5820

(619) 540-4221

wendie@lockstepwealth.com

John S. Steccato, RICP

Managing Partner

(760) 893-8928

john@lockstepwealth.com

Kelly Clayton

Administrative Assistant

(760) 893-8790

kelly@lockstepwealth.com

Brian L. Bickford, CFP®

Senior Vice President

(619) 557-8258

brianb@lockstepwealth.com

Debra M. Patterson, CFP®

Financial Advisor

(619) 557-8215

(619) 559-7112

debra@lockstepwealth.com

Jody Cadieux

Administrative Assistant

jody@lockstepwealth.com

Brian Duckworth

Financial Consultant

(619) 557-8214

briand@lockstepwealth.com

Randle Schumacher

Financial Advisor

randle@lockstepwealth.com

John "JJ" Steccato

Financial Advisor

(619) 557-8265

(760) 525-6356

jj@lockstepwealth.com

Wyatt Montague

Financial Advisor

(619) 557-8279

(619) 980-3526

wyatt@lockstepwealth.com

Stephanie Silcott

Administrative Assistant

(619) 557-8285

(619) 696-7043

stephanie@lockstepwealth.com