Our Team

Brian Damiani, CFP®

Owner and Principal

Investment Advisor Representative with Signator Investors, Inc.

Wealth Management Associates

400 Main Street, Suite 200

Pleasanton, CA 94566

800.770.0881 or 925.462.6007

925.462.6008

briandamiani@wealth-mgt.net

Wealth-Mgt.net

Brian Damiani is the Owner and Principal of Wealth Management Associates, an independent financial services company. As Owner and Principal Brian works directly with the firm’s impressive and loyal clientele, creating trust through impeccable service and unbiased advice. As a Financial Planner, WMA clients enjoy direct access to Brian who offers a diverse range of investment services and advice.

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Jon Sullivan CFA, CFP®

Investment Advisor Representative with Signator Investors, Inc.

Wealth Management Associates

400 Main Street, Suite 200

Pleasanton, CA 94566

800.770.0881 or 925.462.6007

925.462.6008

jonsullivan@wealth-mgt.net

Wealth-Mgt.net

Jon Sullivan is an Investment Advisor Representative who has been with WMA since 2006. Jon initially started with the firm in the back-office capacity with trades, portfolio design and client support. Currently Jon is our pension plan professional and specializes in helping business owners create an investment platform that best meets their needs

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Kim Damiani

Investment Advisor Representative with Signator Investors, Inc.

Wealth Management Associates

400 Main Street, Suite 200

Pleasanton, CA 94566

800.770.0881 or 925.462.6007

925.462.6008

kimdamiani@wealth-mgt.net

Wealth-Mgt.net

Kim Damiani is an Investment Advisor Representative with Signator Investors, Inc. and has been a member of the Wealth Management Associates team since 2011. Kim holds the Series 7 and Series 66 securities registrations, and is studying for several other licenses including her CFP. Kim gets great satisfaction from helping clients gain a better understanding of the seemingly complex world of finance and helping individuals and families reach their financial goals.

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Andrew Eakin, ChFC®

Investment Advisor Representative with Signator Investors, Inc.

Wealth Management Associates

169 Front Street, Suite 203

Danville, CA 94526

800.770.0881 or 925.462.6007

925.462.6008

andreweakin@wealth-mgt.net

Wealth-Mgt.net

Andrew Eakin is a Financial Planner who joined Wealth Management Associates in 2011 following a successful career with a prestigious South Bay financial planning firm.

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Mark Allen

Investment Advisor Representative with Signator Investors, Inc.

Wealth Management Associates

2280 E. Bidwell Street, Suite 200

Folsom, CA 95630

916.358.7374 (office)

530.672.9725 (fax)

markallen@wealth-mgt.net

Wealth-Mgt.net

A member of the WMA family since 2001, Mark operates his daily business out of Wealth Management Association’s Cameron Park office, though he often spends time meeting with clients both locally in Sacramento as well as in the Bay Area—A Bay Area native, Mark relocated to El Dorado Hills in 2002.

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Schuyler Cayton, CFP®

Investment Advisor Representative with Signator Investors, Inc.

Wealth Management Associates

355 S Teller Street, Suite 200

Lakewood, CO 80226

303.205.7878 (office)

719.651.5242 (fax)

scayton@signatorfn.com

Wealth-Mgt.net

Schuyler Cayton is a Financial Planner who joined WMA in 2012 after working as a Financial Advisor for a major wire-house brokerage firm. Prior work experience includes time spent in the Custom Home Building and the Real Estate industry. Schuyler lives and works in Denver, Colorado where he is proud to offer holistic financial planning services to a diverse array of clients including Business Owners, Retirees, Pre-retirees and Young professionals.

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Lucy Callahan

Client Services

Wealth Management Associates

400 Main Street, Suite 200

Pleasanton, CA 94566

800.770.0881 or 925.462.6007

925.462.6008

lucycallahan@wealth-mgt.net

Wealth-Mgt.net

Lucy Callahan began her career with Wealth Management Associates in 1994 under WMA’s founder Wendell Cayton. Prior to working at Wealth Management, Lucy held positions in the banking industry as well as with the San Mateo Times in display advertising, and administrative support.

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Heidi Maher

Administrative Assistant/Client Services

Wealth Management Associates

400 Main Street, Suite 200

Pleasanton, CA 94566

800.770.0881 or 925.462.6007

925.462.6008

HeidiMaher@wealth-mgt.net

Wealth-Mgt.net

Heidi joined WMA in 2015 with an extensive background in administrative services. She is responsible for appointment scheduling, new account set-up and maintenance and all other general service needs.

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