Our Mission, Our Commitment, Our Firm
”Our mission is the same as it was the day we were founded: to assist our clients in every aspect of their financial lives.
Financial Guidance for Business Owners and Executives.
Upgrade your portfolio to business class.
what drives us
Our Core Values
At High Bluff Private Wealth, we embody a series of core values within our firm. We believe in serving both our clients and our communities through strong personal relationships, honest and open financial advice, and community engagement. Our team supports a number of causes as a whole, and through individual volunteer efforts.
Organizations We Support
We’re more than your financial firm, we’re your neighbors. We believe communities are made stronger through spirited engagement and assistance. High Bluff Private Wealth is proud to support charitable organizations helping people get the most from life here in San Diego, and beyond.
MEET THE TEAM
John P. Overland
Partner Emeritus
The Founding Partner, John has been helping individuals and businesses with financial planning since 1962.
Michael D. Shanahan, CFP®, AIF®
Managing Partner
As managing partner, Michael oversees a team of financial specialists who collectively meet the complex needs of our business owner and corporate executive clients.
David W. McQuade, MBA, CLU®, ChFC®, CASL®, RICP®
Wealth Advisor
With over 25 years’ experience in the financial services industry, David works with the legal community, in addition to all business owners, to address their complex corporate and financial planning needs.
Claire E. Shinholser, MS, CFP®, CRPC®
Wealth Advisor
In her role as Wealth Advisor, Claire brings her passion for helping others to our firm’s clients by assisting them in working towards their long-term financial goals.
Howard Meyerson, CRPC®, CLTC®
Wealth Advisor
As a wealth advisor, Howard adheres to a disciplined process that delivers a consistent yet customized wealth management experience. He focuses on serving retirees, families, business executives and C-suite executives
Gay M. Reeves, RICP®
Wealth Advisor
As a third-generation financial advisor, with over 35 years in the financial services industry, Gay brings an abundance of knowledge and dedication to her work at High Bluff Private Wealth.
Caleb Chen, CFP®, EA, MS
Wealth Advisor
In his role as Wealth Advisor, Caleb focuses on guiding clients to identify their financial goals and developing personalized plans to work towards achieving them.
Rebecca Shanahan
Director of Client Experience
As the Director of Client Experience, Rebecca is continuously improving processes and skill sets within the firm from a client-first perspective ensuring all client and prospect interactions are delivered with the highest level of quality and professionalism.
Cynthia Coleman
Office Manager
As office manager and operations specialist, Cynthia ensures that all High Bluff Private Wealth clients receive outstanding service.
Julia Long
Client Service Associate
As a Client Service Associate, Julia provides operational support and exceptional client service for all High Bluff Private Wealth clients.
Andrea Holstein
Director of First Impressions
As the Director of First Impressions, Andrea provides best-in-class customer service to our clients and invaluable support to the High Bluff Private Wealth team.
Felicia Ellis
Client Service Associate
As a dedicated client service associate, Felicia excels in providing seamless operational and administrative support to our clients and team of wealth advisors.