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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, Director of Financial Planning & Financial Advisor – Tustin Office
Jim Allen our Director of Financial Planning and Sr. Advisor has over 30 years of experience in all areas of wealth management. He is a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP) and a Certified Divorce Financial Analyst (CDFA). In addition to his professional credentials, he has a Masters Degree in Financial Services with an emphasis on taxation and estate planning and is a registered tax preparer with the state of California. He is actively involved in the industry as a CFP mentor, has taught CFP courses at the University of California Irvine, is a co-author of the book “The Tools & Techniques of Charitable Planning” and currently serves on the board of the Financial Planning Association of CA. In his free time he enjoys spending time outdoors surfing, paddle boarding, hiking or trail running.
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.
Jonathan L. Chatfield, CFA, Senior Portfolio Strategist
Mr. Chatfield, Portfolio Manager, has over 20 years of experience in the investment management industry. He currently serves as Senior Portfolio Strategist of Anchor Bay Capital, Inc. developing and implementing the firm’s investment strategy across individually managed accounts. He has served previously as a portfolio manager and investment management consultant focusing on asset allocation strategies for clients and specialized equity strategies and portfolios. Along the way he developed portfolio management software for independent RIAs. Mr. Chatfield holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Diego and the CFA Institute. He received a BS in Agricultural and Managerial Economics from the University of California, Davis.
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.
Kathryn Spiering, Client Services Manager
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.
Danielle Ramirez, Assistant Manager
Danielle served as an Executive Administrative Assistant for five years in the United States Marine Corps aboard Camp Pendleton, CA. She supported the daily operations of the Avionics Logistics Squadron, while managing 300 Marines. Following an Honorable discharge, she completed a Bachelors of Science degree from Platt College in San Diego, in the field of Web Design with a focus in Marketing. During and after college, she worked as an Executive Assistant to the CEO at Starre Lines Inc., while also running a Personal Training/Holistic business of her own. In 2018, Danielle filled the General Manager of Operations role at the Pacific Views Event Center on Camp Pendleton. There, she oversaw the operations of 4 facilities in the Food, Leisure, and Hospitality Services department with Marine Corps Community Services. When she isn't working, Danielle enjoys downtime at home with her family and dogs. She loves to paint, cook, go camping, and enjoys the occasional karaoke night.
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.