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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.
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Meet some of the key individuals at Anchor Bay Capital, Inc.
Jeran Van Alfen, CFP®, President, CEO
Jeran Van Alfen, originally from San Luis Obispo County, is a graduate of the University of Utah where he holds a Bachelor of Science degree in Economics. He also played intercollegiate football for the Utes. Jeran began his career in financial services immediately after graduation and has over 10 years of experience assisting corporations and individuals as they plan for financial security. As a CERTIFIED FINANCIAL PLANNER™ professional, Jeran has completed extensive industry training and education requirements. In working with Jeran, clients at Anchor Bay Capital, INC. enjoy a planning process that adheres to the highest ethical standards as set by the CFP® Board. Outside of the office, Jeran and his family maintain an active lifestyle in nature. They enjoy traveling, sports, and great food and entertainment.
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"
Matt Large, Chief Operations Officer
Matthew Large is a graduate of San Diego State University with a BS 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 and Investment Advisor
Tanner Wrisley recently graduated from Harvard University where he achieved a Bachelor of Arts in Economics. 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. Tanner has a passion for finance and is excited to get started on his career in this industry. 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.
Tim Lackey, Investment Advisor
Tim Lackey of Carlsbad attended Business College in California and Phoenix, Arizona focusing on Business Administration. After college he became an American Board of Optometry certified optician and spent 5 years in the optical industry exceeding industry standards in service. In 1993 Tim changed careers and began work in the fitness industry, working directly with an industry pioneer Ray Wilson and the Family Fitness Centers. Tim helped the company transition from a local chain to a nationwide powerhouse that we now know as 24 Hour Fitness. After years as a general manager Tim in 2001 entered the financial services industry as a financial consultant with Morgan Stanley. After several years of earning positive returns for his clients, Tim relocated his practice to Anchor Bay Capital, INC. to offer his clients the flexibility and service they deserve. Mr. Lackey always strives to provide the best client service and support as well as taking time for himself in the gym as well as fishing, kayaking and golf.
Sophie Bills, Business Operations Development
Sophie is a graduate of San Diego State University with a Bachelor of Art’s Degree in Psychology. During her time at SDSU, she worked as a Research Assistant in SDSU’s Center for Behavioral Teratology and the Translational Emotion Neuroscience and Development Laboratory. Additionally, she worked as a Behavioral Therapist for children with Autism. Before attending college, Sophie served four years in the United States Marine Corps as a Supply and Administrative Operations Specialist. She completed one deployment and received various awards and commendations while in the military. On her free time, she enjoys hiking, swimming, reading and playing the piano.
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. For the past sixteen years she has been 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.
Melissa Turner, Financial and Operations Principal
Melissa Turner is a graduate of California Polytechnic State University, San Luis Obispo, in Business Administration with a concentration in finance. Upon graduation, Melissa worked for a non-profit organization where she created and maintained a financial tracking system. There she developed a desire for managing accounts, forecasting budgets, and performing administrative duties. Outside of Anchor Bay Capital, Melissa enjoys spending time with her husband and children, traveling, and participating in many recreational activities.
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.