PRIVATE WEALTH MANAGEMENT

Michael specializes in providing comprehensive wealth management services for clients across investment management, retirement and estate planning, and tax compliance services.

Michael is a registered investment advisor representative and a Certified Public Accountant (CPA). His academic credentials include both a Master of Taxation and a 

Michael specializes in providing comprehensive wealth management services for clients across investment management, retirement and estate planning, and tax compliance services.

Michael is a registered investment advisor representative and a Certified Public Accountant (CPA). His academic credentials include both a Master of Taxation and a BBA from Texas Christian University (TCU). His expertise in finance and taxation aligns well with the unique needs of each client.

Before co-founding Copper Crest Capital, Michael was a senior tax strategist at Ernst & Young (EY). 

Mason is committed to tailoring financial solutions that address each client's unique personal, family, and business aspirations. Mason utilizes his financial expertise to craft strategies that navigate the increasing complexities of investment and retirement planning, tax laws, and wealth transfer regulations.

Mason is a registered invest

Mason is committed to tailoring financial solutions that address each client's unique personal, family, and business aspirations. Mason utilizes his financial expertise to craft strategies that navigate the increasing complexities of investment and retirement planning, tax laws, and wealth transfer regulations.

Mason is a registered investment advisor representative, a licensed Certified Public Accountant (CPA) and holds both a Master of Accounting and a BBA degree from Texas Christian University (TCU).

Before co-founding Copper Crest Capital, Mason worked at Ernst & Young (EY), where he specialized in financial reporting and accounting advisory. 

David works with clients to develop customized tax-efficient investment portfolios that maximize overall returns while minimizing downside risks. 

David is a registered investment advisor representative, holds the Charter Financial Analyst (CFA) designation, and is a licensed Certified Public Accountant (CPA). He has an MBA from the Univer

David works with clients to develop customized tax-efficient investment portfolios that maximize overall returns while minimizing downside risks. 

David is a registered investment advisor representative, holds the Charter Financial Analyst (CFA) designation, and is a licensed Certified Public Accountant (CPA). He has an MBA from the University of Southern California, a BA degree from Albion College, and is a Professor of Finance at the University of San Diego. 

Prior to joining Copper Crest Capital, David worked as a portfolio manager and investment analyst at Allianz Global Investors. 

Jeff is the firm’s lead estate planning strategist and provides portfolio management solutions.

Jeff provides comprehensive estate/trust, philanthropic and tax minimization planning strategies in the context of their overall wealth plan.

Jeff is a registered investment advisor representative, a licensed Certified Public Accountant (CPA) and

Jeff is the firm’s lead estate planning strategist and provides portfolio management solutions.

Jeff provides comprehensive estate/trust, philanthropic and tax minimization planning strategies in the context of their overall wealth plan.

Jeff is a registered investment advisor representative, a licensed Certified Public Accountant (CPA) and has a BS degree from Kansas State University. 

Jeff has extensive experience in investment management, securities and commodity trading, and public accounting.

Hal has fifty-years of experience in the financial and investment industry. Hal is a retired partner and Senior Managing Director with The Blackstone Group. In 1998, Hal was named the Chief Investment Officer (CIO) of the Blackstone alternative group where he was responsible for growing Blackstone’s Hedge Fund Solutions Group from $1 bill

Hal has fifty-years of experience in the financial and investment industry. Hal is a retired partner and Senior Managing Director with The Blackstone Group. In 1998, Hal was named the Chief Investment Officer (CIO) of the Blackstone alternative group where he was responsible for growing Blackstone’s Hedge Fund Solutions Group from $1 billion in partner’s capital to a $60 billion, global bellwether. Prior to joining Blackstone in 1997 Hal also served as the head of global risk management and proprietary trading at Bear Stearns Co Inc.

Charles began his career building mortgage derivative portfolios, first as the portfolio manager of a regional bank in northern California, and later as part of a boutique investment advisory firm assisting government, commercial and investment banks in the creation and management of multi-billion dollar mortgage securities portfolios. Ch

Charles began his career building mortgage derivative portfolios, first as the portfolio manager of a regional bank in northern California, and later as part of a boutique investment advisory firm assisting government, commercial and investment banks in the creation and management of multi-billion dollar mortgage securities portfolios. Charles was also a founding principal of the commodity-trading firm Tucson Asset Management, which traded commodity futures using proprietary algorithms on behalf of institutional and high-net-worth clients. Charles retired in 2016, but continues to actively manage and trade his own portfolio assets, including hedge funds, common stocks, fixed-income securities, and commodity futures accounts.

Scott has been in the insurance business for over 30 years. He started his career with MetLife in 1988 and subsequently worked with them for 13 years. Scott managed the Del Mar, California office of MetLife and later served as Senior Vice President at Willis (Now Willis Towers Watson) before leaving to open his own agency in San Diego, JS

Scott has been in the insurance business for over 30 years. He started his career with MetLife in 1988 and subsequently worked with them for 13 years. Scott managed the Del Mar, California office of MetLife and later served as Senior Vice President at Willis (Now Willis Towers Watson) before leaving to open his own agency in San Diego, JS Tucker Insurance. Scott has personally placed over $1 billion of insurance premiums over his career and has worked on some of the largest deals in San Diego. He is also a Certified Financial Planner (CFP) and has earned a BBA in Accounting and an MBA in Finance. 

John spent more than 20 years at Cendant Corporation, helping to grow it from a start‐up venture to a $15 billion multi‐national public company. Then, in 2001, John was named Chairman and CEO of MyPoints, the largest publicly traded Internet loyalty company in the world at the time. After a period under John's leadership, this company was

John spent more than 20 years at Cendant Corporation, helping to grow it from a start‐up venture to a $15 billion multi‐national public company. Then, in 2001, John was named Chairman and CEO of MyPoints, the largest publicly traded Internet loyalty company in the world at the time. After a period under John's leadership, this company was successfully sold to United Airlines. Currently, Fullmer does private consulting with a number of companies, specializing in marketing and new business development.