Our Team

Scot Landborg

Partner – Senior Wealth Advisor

Phone: (714) 592-7705 ext 3

E-mail: scot@sterlingwpartners.com

Scot Landborg is the Co-Founder, Partner and Senior Wealth Advisor for Sterling Wealth Partners in Tustin, California. Scot started working as a financial planner in 2000 with a desire to help those closest to him obtain quality financial advice. Since the beginning of his career, Scot has consistently and intentionally worked for independent financial planning firms so he could incorporate his commitment to serve his clients as an investment fiduciary and put his clients’ interests first. His philosophy is to advise his clients with the highest level of dignity, respect, and professionalism; and only make recommendations that he would make for his own family.

Scot is a former co-host of the nationally syndicated radio show Smart Money Talk Radio, and is now the host of his own recently launched podcast, “Retire Eyes Wide Open”, which is available on both iTunes and Google Play. The show airs weekly and provides tips and strategies to demystify the retirement process for those in or entering retirement.

Prior to founding Sterling Wealth Partners, he served as a senior wealth strategist and head of the investment committee for one of Orange County’s premier wealth management firms. In addition to his partnership at Sterling Wealth Partners, Scot’s additional experience includes his role as CEO of Bradley Investments and Briggs Development and his current role as CEO of Scot Strategy, Inc.

Scot has extensive experience in all facets of financial planning, including retirement planning, income planning, social security planning, charitable planning and legacy planning. In conjunction with this expertise, Scot also has comprehensive experience in taxes, real estate, and business. He is married to his wife, Shannon, and they have two boys. They enjoy traveling, especially to Scot’s childhood home in Minnesota, and to the Caribbean where they got married.

James R. Allen, CFP®, ChFC, RICP

Partner - Senior Wealth Advisor

Phone: (714) 592-7705 ext 2

E-mail: jim@sterlingwpartners.com

Jim Allen has been helping clients plan for their financial goals for over 30 years. As a Co-Founder and Senior Advisor at Sterling Wealth Partners, Jim’s mission is to use his extensive experience and knowledge to help clients chart their financial future, all the while conducting himself with the highest level of integrity. Immediately prior to forming Sterling Wealth Partners, Jim spent 14 years as Vice President and National Director of the Wealth Advisory Group of MetLife Investors.

An accomplished writer and speaker, Jim has presented at countless national-level, high-profile financial planning conferences on topics as varied as retirement income planning, financial estate planning, and charitable giving.

Jim obtained his Bachelor of Arts degree in Communication from Cal State Fullerton and his master's degree in Financial Services from the American College in Bryn Mawr, PA.

He is a Certified Financial Planner (CFP^®) and has earned many professional credentials including Chartered Financial Consultant (ChFC^®), Chartered Advisor in Philanthropy (CAP^®), and Retirement Income Certified Professional (RICP^®).

Jim lives with his wife, Brenda, in Orange, CA, and has two children. When he’s not providing financial advice or enjoying time with family & friends, Jim is passionate about the great outdoors. Some of his favorite activities include trail running, surfing, paddle boarding, and mountain climbing.

Susan Green

Wealth Strategist

Phone: (714) 592-7705 ext 7

E-mail: susan@sterlingwpartners.com

Susan Green is a professional Wealth Strategist at Sterling Wealth Partners. She focuses on helping families develop and implement customized financial strategies that address their unique challenges, concerns, and goals. Dedicated to leading clients through life’s inevitable transitions, Susan will develop a personalized financial roadmap for you and your family. Susan’s passion is in helping her clients understand the benefits of ongoing planning as their lives evolve.

Susan provides comprehensive financial and investment advice, retirement planning, investment management, and insurance strategies. Areas of focus include capital preservation, risk profile analysis, asset allocation, and income planning. Her financial planning process is designed to help clients preserve and protect wealth, address their key goals and aspirations, enjoy retirement income that keeps up with inflation, reduce the stress of making complex financial decisions, and avoid costly financial and investment mistakes. Providing ongoing education and guidance to her clients is a key goal of the process.

Susan is committed to providing her clients with the highest level of service. Through proactive planning and by providing the proper tools, information and education, her clients can move forward confidently.

She holds Series 7 and 66 registrations and is licensed to sell insurance. Her offices are in Northern and Southern California in order to serve her clients.

Listen to an audio interview with Susan Green

Joshua Coniglio, CFP®

Wealth Advisor – Financial Services Manager

Phone: (714) 592-7705 ext 4

E-mail: josh@sterlingwpartners.com

Josh Coniglio, CFP® is a Wealth Advisor and the Financial Services Manager for Sterling Wealth Partners. His focus at the firm is to provide support for clients including client service, portfolio analysis, plan design, investment research, investment processing, and advisor support.

Josh holds the Certified Financial Planner (CFP®) designation. He graduated from California State University, Fullerton with a bachelor’s degree in Finance and an emphasis in personal financial planning. After graduating, he worked with a premier financial planning firm that focused on advanced financial plan design, investment analysis, tax strategies, retirement planning, income planning, and financial estate planning strategies. Josh holds the FINRA Series 7 – General Securities Representative registration and FINRA Series 66 – Uniform Investment Advisor registration with Sterling Wealth Partners and USA Financial.

When Josh is not working with clients he enjoys dedicating time towards his personal passions. He enjoys spending time with his wife Stephanie and their dog, Cooper. While not in the office Josh loves to spend time outdoors fishing and camping and is also an avid golfer.

Brenda Allen

Director of Marketing & Client Experience, Notary Public

Phone: (714) 592-7705 ext 6

E-mail: brenda@sterlingwpartners.com

From a young age, Brenda has enjoyed creating memorable experiences for her family and friends, and has had a desire to serve others She holds a Bachelor’s of Arts Degree in Journalism and a Master’s Degree in Gerontology from Cal State Long Beach, along with a Professional Meeting Planner Certificate from Cal State Fullerton. Brenda is also a licensed Notary for the State of California.

Brenda has served as a meeting & event planner for over 25 years with roles as diverse as: Programs Coordinator for the City of Anaheim - organizing everything from “The Taste of Anaheim” to their Southland Senior Olympics; along with being a corporate meeting planner for an investment advisory firm, and she has worked as a coordinator for a firm which oversaw the monthly meeting activities of all of the major non-profits in both Los Angeles and Orange Counties. In addition to that, she's also owned her own event coordination business which proudly served clients such as: UPS, Kraft Foods, Sony Music, Coca-Cola, and Pepsi.

Brenda has also worked as a volunteer and/or fundraiser for countless organizations, including: schools, churches, Boy & Girls Scouts of America, American Cancer Society’s Relay for Life, and various cities’ Meals on Wheels programs - all which gives her the kind of “wealth” that brings her joy.

When she’s not planning her next client event, Brenda loves to spend time with her husband, their 2 children, her dogs and entertaining her family & friends - both at home and anywhere outdoors a bar-b-que and a picnic table can be set up. An avid enthusiast of the performing arts and the outdoors, she loves travel, the theater, and is now very proud to serve the clients of Sterling Wealth Partners.

Angela Jugon

Director of Marketing & Client Services

Phone: (714) 592-7705 ext 5

E-mail: angela@sterlingwpartners.com

Angela is the Marketing Coordinator and Financial Services Assistant at Sterling Wealth Partners. She coordinates many of our seminar marketing events in the community. Her other focus is to manage the client experience from the moment a client comes into the office, to the ongoing services they receive throughout the year. Additionally, Angela helps coordinate client events and helps fulfill requests clients may have with their accounts. She also manages our social media and other marketing campaigns.

Angela has extensive marketing and service experience and she holds a Bachelor’s in Fine Arts in Creative Photography from Cal State Fullerton.

When not taking family and event photos, Angela loves planning events personally and professionally. This ranges from birthday parties to informational seminars. She has volunteered for local organizations including the American Cancer Society’s Relay for Life, and the Eastvale Chamber of Commerce.

In her time off, Angela enjoys spending time with her boyfriend and fur babies. Also, a longtime Disney fan, she frequents Disneyland a few times per month. In addition to Disneyland, she enjoys going to movies and staying up-to-date with the latest Hollywood releases.

Tyler Thompkins

Financial Services Assistant

E-mail: tyler@sterlingwpartners.com

Tyler is a Financial Services Assistant at Sterling Wealth Partners. He is responsible for assisting experienced Advisors with daily tasks including market and portfolio analysis, preparing for marketing events, and managing office work.

Tyler currently attends California State University Fullerton. In the spring, he joined the Student Managed Investment Fund club. After joining, he decided to pursue a career as a Financial Advisor. He is currently enrolled in the Certified Financial Planner (CFP) pathway at CSUF and plans to take the CFP exam upon graduation.

Tyler has the ultimate goal of getting his master’s degree in Risk Management after 2-3 years of working full time as a Financial Advisor. He hopes to use the knowledge and experience at Sterling Wealth Partners to advance his career opportunities.

When Tyler is not in the office, he enjoys traveling and surfing. He recently visited Bali, Indonesia and plans to go to Europe and Costa Rica in the future. Tyler also loves working out, spending time with friends, and golfing.

Trevor Perez

Media Production Assistant

E-mail: trevor@sterlingwpartners.com

Ever since Trevor was a kid, he’s always known what he’s wanted to do. He has always enjoyed entertaining audiences, as well as his family and friends, whether it was through videos, filmmaking, or live performances and he’s grown up with a passion to work in the film industry.

From the time span of elementary to college, Trevor took a few acting and voice acting classes, performed in many stage shows, improv shows, and short films, and he took up an interest in directing and videography along the way. He is currently majoring in film studying cinema, television, and radio at Saddleback College.

Due to his social skills and videography work, Trevor has found a way to surround himself with film industry professionals and network with the people he’s always looked up to and dreamed of working with. He started as a videographer for DisneyExaminer in 2015 and since then has filmed countless special events for Disneyland, Walt Disney Studios, The Oscars, ASIFA Hollywood, The Annie Awards and more. Because of his drive for his passion and his connection with Disney and other industry friends, Trevor has also been able to do some personal work for people that he’s admired such as Richard M. Sherman (The Sherman Brothers), Tevin Campbell (“A Goofy Movie”), and more. He also earned himself the role of Dick Van Dyke’s (“Mary Poppins”) personal videographer for his shows and events.

When Trevor isn’t running around filming events, Trevor loves writing and coming up with new ideas for personal projects and short films that he’d like to accomplish in the near future when the time comes around. In his free time, you can find Trevor napping in his bed, enjoying trips to Disneyland, and spending time with his friends, family, and girlfriend.

Trevor is very excited to bring in some of his vision and entertain the clients of Sterling Wealth Partners and help them leave with a memorable experience.

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