Meet Our Team

Our Wealth Advisors and Service Specialists work directly with you to ensure a smooth transition during the account set up period and are ready to answer any questions you may have along the way. We work hard to establish a relationship built on integrity, experience, teamwork & results.

David La Pointe | Founder & LPL Registered Principal

David La Pointe, Founder of La Pointe Wealth Management, has been helping families and businesses throughout the Temecula Valley pursue their financial goals for over 30 years. David is a well-known, LPL Financial Chairman’s Council Advisor and LPL Registered Principal in Temecula, CA.

David prides himself on a client centered approach that aligns with your needs, your time frame and your goals. In addition to objective and independent investment advice, his goal is to ensure that ethics are the cornerstone of La Pointe Wealth Management. His caring team works together to provide a high level of personal service and attention throughout the wealth management process.

David provides objective advice with a comprehensive blend of quality, non-proprietary financial products and services. His tactical investment strategy aims to let you meet your retirement needs, reduce your exposure to taxes, and successfully transfer your wealth to your children, grandchildren and/or charities. He strives to maintain frequent communication with all of his clients throughout all market conditions, giving him the ability to fine-tune individual financial management strategies in response to the changes in the business cycle or changes in the client’s lifestyle.

David earned his Bachelor of Business Administration with an emphasis in finance from Cal State Fullerton and his M.B.A. from Pepperdine University, in Malibu, CA. He holds Series 7, 63, 65, 24 securities registrations through LPL Financial. He is licensed in 43 different states.

As the former host of "Money Matters" radio show for over 13 years, David has helped individuals throughout the entire United States. David is an advisory board member of S.A.F.E., a community organization fighting domestic violence. He is also involved with Men’s Power Ministry and the Thompson/Tansky Memorial Foundation. In his spare time he enjoys spending time with his lovely wife, nine kids & two grandbabies, and traveling.

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Karen La Pointe | Branch Operations Manager, AIF®

Karen has been working with La Pointe Wealth Management for over 14 years and brings many talents to the team. Prior to joining our group, she has had extensive experience in the care of others, having served as a Critical Care Nurse and a Mother to nine. She graduated from Azusa Pacific University with her Bachelors of Science in Nursing in 1981 and achieved her board certification in Critical Nursing (C.C.R.N.) in 1983. She has spent the last 30 years involved in many areas of Nursing ranging from ICU/Trauma, Nurse Preceptor, Education, Research and Case Management. After years of Team leading and caring for her patients medical needs, she has transitioned into caring for the financial needs of others. Her goal is to help new and existing families define and succeed in their financial planning goals and dreams.

Karen holds Series 6, and 63 securities registrations through LPL Financial, her AIF® designation, as well as her California Life and Health license. In addition to her operational responsibilities; her goal is to ensure that our clients experience the highest quality of service in each aspect of their wealth management relationship with our firm.

In her spare time, Karen enjoys spending time with her husband and friends, enjoying her nine children & 2 grandchildren, and serving others through Church and Philanthropic work. Karen is involved with “S.A.F.E.” that supports women and children of domestic abuse. She devotes her time & energies to Women Organizing Women (W.O.W.) whose mission is to help Women in need, with mentoring programs (Oak Grove) and women support services( U.S. & Africa). Her love of others is further demonstrated by her attention & outreach to the non-profit “Project Touch,” which serves our communities’ homeless and “The Rose Again Foundation,” that nurtures orphaned and foster children. She is also a founding board member of the charitable organization Charity for Charity that benefits Temecula Valley residents. Karen is privileged to hold a current positon on the Board of Governors at Temecula Valley Hospital. Her role is to oversee the safety & quality of services that are provided at the hospital and is honored to represent Temecula Valley Hospital to the community it serves.

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Bryce Street | Branch Office Manager

Bryce has been a part of the La Pointe Wealth Management team for more than 12 years. He is an LPL Registered Principal, having his Series 7, 66, & 24 securities registrations through LPL Financial. His background is in Computer Science & Engineering, which he studied at San Diego State University. Bryce is an integral part of the research and analysis that the team utilizes in making investment decisions, often employing his custom built spreadsheets to simplify processes and provide solutions to complex questions. Bryce is also responsible for managing the day to day operations of the firm. He works directly with David La Pointe to ensure his clients are provided with exceptional service. As the resident IT expert, Bryce is an invaluable resource in troubleshooting technical issues for staff and clients alike.

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Allyson J. Trantum | LPL Financial Advisor, CFP®

Allyson J. Trantum, CFP® has been serving the financial needs of Temecula Valley businesses, executives, and professionals for over 19 years. Formally with Edward Jones, Allyson has brought her financial planning experience and expertise to La Pointe Wealth Management in order to provide a wider range of acclaimed financial services to her valued business and personal wealth clientele.

Allyson prides herself on putting the client first, and she ensures that their needs and interests are the primary driver in their relationship. She works individually with each of her clients to create a strong, personalized financial plan with the goal of achieving a rising income during their retirement years, maximizing social security benefits, planning for long term care and wealth transfer through life insurance.

In business for over 15 years as a Certified Public Accountant (CPA) before transitioning over to financial planning, she has an intimate understanding of the needs and challenges of being a business owner. Allyson specializes in assisting business owners, executives, and other professionals, within 10 years of retirement. She will work closely with your CPA, attorney, and other financial professionals to customize and implement a retirement plan designed to help you keep more of your hard earned money.

Allyson has been a CERTIFIED FINANCIAL PLANNER Professional since 2006, and she holds Series 7, 6, 63, and 65 securities registrations through LPL Financial, as well as life and long-term care insurance licenses.

Allyson has been happily married to her husband, Andy, for over 23 years and has two children, Ryan and Nicole. She is an active member of the Rotary Club of Temecula.

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Gail Croteau | LPL Financial Advisor

Gail has been a financial advisor since 1983 and has always provided her clients with the highest level of integrity, professionalism and personal service. Specializing in comprehensive investment and retirement planning, she believes a proper asset allocation, consistent with risk tolerance, enhances personal wealth. Gail is passionate about listening to her clients’ needs and providing them with the investment resources and service to help each of them pursue their personal financial goals. After defining goals and priorities, Gail will structure a plan and review it regularly to help clients stay focused on life changes.

Gail is a graduate of the University of Southern California, Marshall School of Business Administration. She holds the Series 7, 65, and 63 Securities Registrations, and a life/annuity insurance license. After 26 years at a large national brokerage firm, she joined La Pointe Wealth Management, LPL Financial because she wanted to provide her clients with better service and objective research.

Away from the office, Gail participates in various community activities and philanthropic organizations. Gail and her husband, Jack, enjoy travel, cooking, wine tasting, music and Trojan football. They relocated from Long Beach to Temecula in 1997 and love the casual lifestyle here.

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Craig Carper | LPL Financial Advisor, AAMS®

Craig is pleased to have joined La Pointe Wealth Management in March 2010. He spent the prior 11 years as a Financial Advisor with Edward Jones Investments in Temecula. Craig believes that each client’s situation is unique and requires personalized, individual planning. He combines his experience with that of the La Pointe Wealth Management team to develop strategies that allow clients to pursue their financial goals while remaining mindful to minimize exposure to taxes and excessive risk.

Craig has earned a Bachelor of Engineering degree in Electrical Engineering and Mathematics from Vanderbilt University. He was commissioned an officer in the United States Marine Corps, spending eight years on active duty as a CH-53E Helicopter Pilot. Craig has also earned a Master of Arts degree in Computer Resource and Information Management from Webster University. He holds Series 7, 63, and 66 securities registrations through LPL Financial, as well as life and long-term care insurance licenses. Craig also holds an Accredited Asset Management Specialist (AMMS®) designation granted by the College for Financial Planning.

Craig has lived in Temecula since 1998 and has two daughters. He strongly believes in the value of serving the community as evidenced by his membership in the Rotary Club of Murrieta, serving as President in 2014-2015. He was awarded Rotarian of the Year for the Club in 2012. Craig is also a Past President of the TVHS Girls Basketball Booster Club (3 yrs.) and a Past President of the Kiwanis Club of Temecula-Murrieta.

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Jennifer T. Go | LPL Financial Advisor, AAMS®

Jennifer T. Go, AAMS has been a financial advisor since 2001 and has built her business by understanding her long-term clients' unique goals and needs. Formerly with Edward Jones Investments for over 15 years, Jennifer joined the La Pointe Wealth Management team in 2016 in order to best serve her valued clients.

Working closely with you, and when necessary, your CPA or attorney, Jennifer can help determine the most appropriate financial strategy for your situation. She has dedicated her practice to educating members of the community and provides objective advice and practical financial strategies ranging from retirement preparation and income preservation for seniors, workplace retirement plans to reduce taxes for business owners, and insurance (Life, LTC & Disability) planning for families in the local community.

Exclusively referral-based, Jennifer prides herself in taking a personal, caring and hands-on approach to working with her valued clients whom she has the honor to serve. Jennifer's mission is to help families, one generation at a time.  

Having received her Bachelor's degree at University of California San Diego and Master's degree at the University of Minnesota, Jennifer holds her Series 7, 63, and 66 securities registrations through LPL Financial, as well as annuity, disability, life and long-term care insurance licenses. She also holds an Accredited Asset Management Specialist (AAMS) designation through the College of Financial Planning.

Jennifer has been married since 2001 to her wonderful and supportive husband, Paul. They enjoy traveling to the Caribbean, going on cruises, exercising and spending time with loved ones. Jennifer aspires to help your family reach your long-term financial goals and looks forward to providing you with the highly personalized care and service, financial guidance and attention that you deserve.

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James Glenister | LPL Financial Advisor

James joined La Pointe Wealth Management as a Financial Advisor in 2015 having previously worked at Merrill Lynch in La Jolla. He believes that the wealth management process is grounded in having deeply rooted, sincere, and trusted relationships with clients and their family members. By keeping abreast of their changing circumstances and needs, while also utilizing the vast experience and resources of La Pointe Wealth Management and LPL Financial, he is able to give objective advice that is always directed towards the client’s best interests and the pursuit of their family’s long term goals. He holds Series 7 and 66 securities registrations through LPL Financial, along with life and long-term care insurance licenses. James is also currently pursuing his CFP designation.

James studied Economics at University in London before embarking on a career in publishing on the News and Sports desks at The Sunday Times of London. In 2004 he fulfilled a lifelong dream when he moved to San Diego, California to pursue a career teaching golf. He subsequently became a golf professional and PGA apprentice at the Four Seasons Aviara Resort in Carlsbad.

Outside of work, James enjoys spending time with his wife Vanessa and their three very energetic boys; twins Henry and Simon, and their brother Liam. James grew up in the UK and South Africa, so in addition to being an avid golfer, he is extremely passionate about promoting the game of rugby locally in San Diego. He coaches both sports and participates occasionally as a member of the Kwazulu Old Crocs Rugby Team and Torrey Pines Men’s Club.

James is actively involved in a variety of philanthropic activities in the local San Diego area. One event that is especially close to his heart, having lost his mother to breast cancer in 2009, is Pedal the Cause - an annual two-day ride from San Diego to Temecula that benefits UC San Diego Moores Cancer Center, Sanford-Burnham, the Salk Institute, and the Rady Children’s Hospital – San Diego.

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Thomas Sandkamp | LPL Financial Advisor

Tom joined La Pointe Wealth Management in 2016 as an LPL Financial Advisor. He has been serving the needs of his clients throughout the Inland Empire for the last 15 years. Having previously worked at Wells Fargo, Tom wanted to provide his clients with objective research, free from banking conflicts of interest. He prides himself on focusing on individual needs and big picture goals as well as risk management and a passion for the world markets.

He became interested in financial planning in high school and worked part-time with two brokers with Dean Witter Reynolds in Glendale, California from 1985 to 1987. After high school, Tom left for basic training in Fort Dix, New Jersey and then on to Fort Eustis, Virginia for AIT. Tom spent 3 years in the U.S. Army at Fort Campbell, KY as a Crew Chief on a UH-60 Black hawk helicopter. Upon leaving the military, he returned home and started his career at Shearson Lehman American Express where he focused on conducting retirement seminars for employees of Lockheed Martin. Tom studied at the University of Phoenix. He holds Series 7, 63, and 65 Securities Registrations through LPL Financial as well as Life and Annuity insurance licenses in the States of California and Arizona.

Tom is originally from Glendale, CA and moved to the Inland Empire in 1998. He currently lives with his wife Amanda in Canyon Hills and they have 5 children and 2 grandchildren. Outside of the office, he and his wife enjoy traveling to concerts and spending time with their kids. He finds great joy in seeing the world through their eyes. He is also active in the local Masonic Lodge as well as CrossFit, shooting, and mountain biking.

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Reem Moussa | Client Service Specialist

Reem joined La Pointe Wealth Management in April of 2011. Prior to joining our firm she spent six years assisting an LPL Financial advisor in Northern Virginia. She recently moved to California to join her husband, who is a Sergeant in the United States Marine Corps and is stationed in Camp Pendleton. Reem graduated from George Mason University in 2010 with a Bachelor of Science degree in Finance and currently holds Series 7 and 66 Registrations through LPL Financial.

With her extensive background with LPL Financial, Reem assists in streamlining our daily activities including administrative and client support for our team. She is also responsible for Wealth Vision, technology and marketing support. With her positive attitude and daily smile, she ensures an exceptional client experience.

In her spare time, Reem enjoys spending time with her husband and dog, going to the gym, shopping, dancing and spending time at the beach.

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Linda Lake | Client Service Associate

Prior to joining LPL Financial in 2006, Linda has 22 years’ experience in the Securities business which includes time with Prudential and Wachovia Securities as a Senior Sales Assistant. She also worked as the operations manager for 15 brokers at Centex Securities.

Linda brings to our team a wealth of experience in organization skills, administrative support and extensive experience in client service. With her positive, cheerful, optimistic attitude each day she services our clients efficiently and quickly. She ensures that all clients receive the outstanding signature service for which the firm has been known for.

Outside of work, Linda has a son named Ben and has been married for 10 years to her husband, Bill Lake. Linda enjoys volunteering, dancing, exercising, traveling, reading, sewing and spending time with family and friends. She is also a big Charger fan!

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Christie Maranville | Client Service Associate

Christie joined the La Pointe Wealth Management team in early 2014 as a client service associate. Prior to joining our firm, she worked as an administrative assistant at Linfield Christian School. She brings with her, many years of experience in customer service and administrative support.

Providing a level of excellence in the area of client service is Christie’s strength. She assists in the day-to-day activities and works closely with our advisors and clients to ensure exceptional service. With her warm demeanor and personal approach, people have an instant connection with her.

When not at work, Christie enjoys quality time and laughter with her husband, Cameron of 24 years and sons, Austin, Calvin and Clay. A few of her passions include hot yoga, cooking, shopping, the beach, and her pugs, Mochi & Miso!

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Aldo Santana | Client Service Associate

Aldo joined the La Pointe Wealth Management team in early 2016. Prior to joining our firm, he spent six years working as a Client Service Analyst at the headquarters of LPL Financial in San Diego. He brings with him many years of customer service experience as well as an extensive background in financial operations. He and his wife made the move to Temecula in 2010 looking for a great place to start a family.

With many years of working with LPL Financial’s operations and service departments, Aldo brings to our team a vast knowledge in operational account management. He assists in our day-to-day workflows, and ensures our clients have an exceptional service experience.

Outside of work, Aldo enjoys spending time with his wife, daughter, and miniature schnauzer. They love the outdoors and can usually be found at the local playgrounds and dog parks around town.

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Brittany Gray | Client Service Associate

Brittany joined La Pointe Wealth Management in 2016 as a client service associate. She brings over 15 years of experience with customer service and administration. She recently moved from Roseville, CA to live closer to family. Prior to joining our firm, she worked as an Operations Manager for Wells Fargo Advisors.

She truly enjoys working with people while striving to give the highest level of service. It is her friendly demeanor and attention to detail that has earned her the trust, respect, and friendships of clients. She is committed to providing daily client support and is highly skilled with account processing and maintenance. Brittany is also a licensed Life and Health Insurance agent and Notary Public.

In her spare time, Brittany enjoys spending time with her husband, Eric. Her interests include wine-tasting, bike riding, and nature walks with her miniature schnauzers.

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Skip Massey | Airline Client Relations

Skip has been working with La Pointe Wealth Management since 2005. With Skip’s reputation and determination to help his peers and former colleagues, La Pointe Wealth Management has been able to provide airline employees with sound retirement planning.

Skip received his Bachelor of Business Administration from University of North Texas in 1967. He served in the United States Marine Corps for 11 years, serving as a Naval Aviator in both Fighters and Helicopters. Skip performed a combat tour from 1969-1970. Skip went on to fly commercially as an airline Captain for Jet American and Alaska Airlines where he logged over 21,000 hours of accident free flight time.

In his spare time Skip enjoys spending time with his wife Kathy and his two boys Cole and Landon. Skip also enjoys hunting, fishing, as well as playing tennis and golf.

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