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Meet The Financial Services Industry Experts at Anchor Bay Capital, Inc.
Our team of experts meet the highest standards for professional competency, comprehensive financial planning and fee-only financial compensation.
As fee-only advisors, the members of our management team are rewarded for achieving your objectives rather than on a commission basis. Anchor Bay Professionals take the time to understand your financial needs and goals and offer non-biased financial advice as well as warm, personalized service.
Interested in joining our team? Click Here
Meet some of the key individuals at Anchor Bay Capital, Inc.
THE FLEET, Anchor Bay Capital's Softball Team
Top Row from the Left: Matthew Spiering, Jon Chatfield, Tim Lackey, Scott Spiering, Tim Wrisley, Matt Large, Jim Allen, Paul Rutledge, Christian Chapman Bottom Row from the Left: Jake Baccay, Eli Cullinen, Chris Spiering, Tanner Wrisley
Scott Spiering, Founder and Chief Investment Strategist
Scott Spiering has worked in the financial services industry since 1987. He has earned impressive returns for clients as a Senior Vice President and Portfolio Manager for Prudential Securities and Vice President and Portfolio Manager for Kidder Peabody, and successfully matched a variety of corporations and high net worth individuals to independent money managers for Merrill Lynch. Mr. Spiering has also had diverse life experiences including a combat tour in Vietnam and post-graduate work at the prestigious Brooks Institute. In addition, Mr. Spiering is a speaker and an author. His book, The Frugal Investor, has been helpful to thousands of investors all over the country. Click Here for more information on "The Frugal Investor"
James R. Allen, CFP®, ChFC®, CDFA, EA, President, Senior Advisor, & Director of Financial Planning– Tustin Office
James Allen has been helping clients plan for, and work towards, their financial goals for over 30 years. As Director of Financial Planning and a Principal of Anchor Bay Capital, his mission is to use his extensive experience and knowledge to work in partnership with his clients – all the while adhering to the highest levels of fiduciary standards. Prior to joining Anchor Bay, Jim was a partner in an Orange County independent advisory firm. Jim also spent 14 years as Vice President and National Director of the Wealth Advisory Group for MetLife Investors. An accomplished speaker and writer, Jim is a three-time winner of the prestigious Kenneth Black Author Award from the Society of Financial Service Professionals. He is also a former instructor of the CFP program at the University of California Irvine, and serves on the boards of the Financial Planning Association of California and Orange County. He has extensive experience in many areas including: Retirement & Income Planning, Tax Planning and Preparation, Divorce Financial Planning & Analysis, Social Security Planning, & Charitable Planning. Jim obtained his Bachelor of Arts Degree from Cal State Fullerton and his Master’s Degree in Financial Planning & Taxation from the American College in Bryn Mawr, PA. He is a Certified Financial Planner (CFP®) and has earned many other professional credentials including: Certified Divorce Financial Analyst (CDFA), Chartered Financial Consultant (ChFC®), Chartered Advisor in Philanthropy (CAP®), and Retirement Income Certified Profession (RICP®). He is also an Enrolled Agent (EA) admitted to practice before the IRS and a registered tax preparer with the State of California. A Southern Californian native, Jim, his wife, and two children all enjoy the beauty of living in the southland. When he’s not providing financial advice or spending time with family and friends, Jim is also passionate about the great outdoors. Some of his favorite activities include: trail running, surfing, and mountain climbing.
Matt Large, Chief Operations Officer
Matthew Large, Chief Operations and Compliance Officer, is a graduate of San Diego State University with a Bachelor of Science Degree in Business Administration, Marketing emphasis and Psychology Minor. While attending SDSU, he competed on the Aztec Track and Field and Cross Country teams. After college he worked for Road Runner Sports where he developed a shoe fit, shoe analysis and selection system for customers and developed running training software and services. Matt then spent 10 years as a Merchant/Buyer for HD Supply in the Electrical and Communications categories and the final 4 developing and managing a new business/product category division, Hospitality Supply, growing it to over $75 million. Matt left in 2006 to start his own business in the surface repair field and coach Track and Cross Country at the High School and Middle School levels. Outside of the office, Matt enjoys spending time with his wife, Kelly and their 3 children at their many activities and sports and coaching Track and Cross Country.
Tanner Wrisley, Associate Portfolio Manager, Financial Advisor & CFA candidate
Tanner Wrisley received a Bachelor of Arts in Economics from Harvard University. He is originally from Carlsbad and went to Carlsbad High School where he was a Captain on the Varsity Baseball and Varsity Football teams. He then went on to play Division I football at Harvard where he and his teammates won 3 Ivy League titles, in 4 years. For Anchor Bay, Tanner works on the Investment Committee where he helps to initiate and execute portfolio strategies, along with his investment advising duties. He has multiple years of experience in the industry and is currently working to achieve the Chartered Financial Analyst, CFA designation. Outside of the office, Tanner likes to spend his free time playing sports casually as well as going to the gym. He also enjoys the beach, hiking, and in the winter, snowboarding.
Blake Pinyan, CFP®, Certified Financial Planner & Associate Advisor
Blake Pinyan is a CERTIFIED FINANCIAL PLANNER™ and alumni of San Diego State University. He received a BS degree in Business Administration, majoring in Financial Services and minoring in communications. His degree in Financial Services was paired with a Certificate in Personal Financial Planning, to where he also graduated Summa Cum Laude with a 3.86 GPA. He has been working in the industry since 2017 and is an active member of both the NexGen and Financial Planning Associations. For Anchor Bay, he is one of the lead Financial Planners and also prepares tax returns for our clients as a California Registered Tax Preparer. Outside of the office, you can find Blake camping, snowboarding or watching football.
Danielle Ramirez, Office Manager / Operations / Compliance
Danielle Ramirez is a Marine Veteran. From 2007-2012, she served as the Operations Manager in Avionics at Camp Pendleton - overseeing a division of 300 Marines. From there, she graduated from Platt College with a B.S. in Web Design and a focus on Marketing. While she worked remotely as an Executive Assistant for a small trucking company, Starre Lines, Inc., she also worked as an independent Massage Therapist and Personal Trainer. Prior to working for Anchor Bay Capital, Danielle was the General Manager of Pacific Views - an event center on Camp Pendleton; overseeing 3 bars, a Starbucks, and a fully staffed kitchen. When Danielle isn't working, she enjoys spending time with her family, playing with her dogs, painting, and being outdoors.
Kathryn Spiering, Client Services / Operations
Kathryn attended Arizona State University and worked at American Express Platinum Travel Services as a travel consultant. After a two year business travel management program, she received her CTC certification. She then purchased Crossroads Travel in Scottsdale, AZ where she functioned as the business owner and manager. Before joining Anchor Bay Capital, she spent sixteen years as a full time Mom raising her three children. She could frequently be found volunteering in her children’s classrooms. She served five years on the PTA, two years as President. Additionally, she spent two years on the Carlsbad Pop Warner board where she also coached cheer. She enjoys sports and traveling with her family.
OUR ADVISING COMMITTEE.
Our distinguished board of directors are all community and business leaders who act as our advisors.
Bill Sewell, President of Williams & Sewell HR Consulting
Bill Sewell is the President of Williams & Sewell HR Consulting in Carlsbad, a provider of contract recruiting specialists and HR consultants. He co-founded the company in 1999 after a career in human resources management and consulting in San Diego’s high tech market. His industry experience includes semiconductors, wireless, consumer electronics, software, fuel cells, LED’s and defense electronics. Bill spent his first 12 years at Hughes Electronics in Carlsbad where he was the Human Resources Manager at a semiconductor R&D Center. He then pursued a career in HR consulting, working directly with clients including Sony, Titan Corp., DENSO Wireless, Wolfson Microelectronics, EXCELLSIS and Bitfone to develop and implement strategic staffing plans to meet aggressive growth plans. Williams & Sewell HR Consulting is a proud supporter of the Wounded Warrior Battalion on Camp Pendleton. We conduct workshops for injured Marines, preparing them for their job search in the civilian world. Bill has a BS degree in Business Administration from Rochester Institute of Technology and a Certificate in Employee Relations Law from Applied Institute of Management..
Tim Wrisley, Owner, Wheelhouse Media
Publishers of Carlsbad & Encinitas Magazines
Publishers of Carlsbad & Encinitas Magazines
Tim Wrisley was born and raised in Carlsbad having gone through the Carlsbad school system then going on to get his Bachelors Degree in Journalism at Northern Arizona University and completing the Stanford School of Publishing Course. After college, Wrisley began his professional career with the San Diego Padres in their Sales & Marketing Department. After a short stint with the Padres, Wrisley was hired by a small action sports publisher called TransWorld Skateboarding Magazine. Over his tenure there, they launched a snowboarding magazine, surf magazine, and a host of other ancillary titles. TransWorld grew to a $40 million company and Wrisley eventually took over as Group Publisher in charge of 120 employees. After a 15-year career at TransWorld, the company was sold to Time Inc. and Wrisley departed to start his own business. Wrisley launched Carlsbad Magazine in 2004 and they just celebrated their 10-year anniversary.
Stan Stark, Business Development Manager for iServe Residential Lending
Stan Stark has over 31 years experience in the real estate and finance industry. He currently serves as Business Development Manager for iServe Residential Lending, one of the nation’s leading home loan lenders. In addition to his professional roles Stan has devoted countless hours as a community volunteer. Stan is a graduate of the Carlsbad Citizens Academy and has held numerous leadership roles in many local non- profits and youth sports organizations. Stan and his wife Kim are local Carlsbad Residents and have two children, Stephanie who graduated from Chapman University and a son Josh who is currently attending Northern Arizona University.