Live Your Life Inspired

Steve has many years of experience as a senior portfolio manager and is currently responsible for overseeing investment decisions. He also assists in the development of investment plans and day to day investment decisions.

Steve graduated from the University of Missouri in 1974 with a Bachelor of Journalism degree. Previously, he worked as a sports writer, sports editor, and managing editor for several newspapers. He also owned a railroad construction business and a video production company prior to becoming a Financial Advisor.

Additionally, Steve started The Wolff Family Endowment for Mental Health in order to raise money to benefit the mentally ill. The endowment is housed at the Rancho Santa Fe Foundation. Steve is an avid golfer and a member of Shadowridge Country Club. He has been married to Micki since 1976. Steve and Micki have two grown children, Brian and Danny, and two grandchildren, Gavin and Hannah

She then partnered with Steve Wolff and Cliff Wiese in 2004 while at Smith Barney and now serves as a CERTIFIED FINANCIAL PLANNER™ for Wolff Wiese Magaña, dba WWM Financial which she helped found in 2011.

Catherine graduated from Cal Poly San Luis Obispo with a bachelor’s degree in business administration. She enjoys walking/running in local 5K’s (Carlsbad 5000 and Encinitas 5K), learning how to play golf and spending time at Moonlight Beach with her family. Catherine enjoys new adventures. She has zip lined in the mountains, rock climbed, and has even walked through hot coals barefoot!

Catherine is active in local community service activities such as Holiday Baskets, Fill the Plate, and Backpacks for Kids. Catherine is well respected among other San Diego business professionals and participates in many organizations. She was awarded “2013 to 2025 Five Star Wealth Manager,” “2021 Carlsbad Chamber Champion Award,” “2018 Carlsbad Chamber Small Business Community Impact Award,” “2017 Carlsbad Chamber Committee Chair of the Year,” “2016 Carlsbad Chamber Small Business Awards for Women Owned Business,” “2016 Carlsbad Chamber Go Giver Award,” “NCPC Volunteer of the Year for The Carlsbad Charitable Foundation” and was a finalist in the 2016 San Diego Business Journal Women Who Mean Business awards.

She serves as a Board Member, Past Chair of the Board and Past Chair of the Government Affairs Committee for the Carlsbad Chamber of Commerce, is a Board Member for the Carlsbad Chamber Community Foundation, is a Member and the Past Chair of Board of Directors for the Carlsbad Charitable Foundation, is a Member and Past President for the Financial Planning Association of San Diego and Past President of the Financial Planning Association of California. Catherine attends Coastline Church in Carlsbad. She has been married to Joscelin since 2000. They have twins – a boy and girl, Phoenix and Madison.

Originally from Portland, Oregon, Kerry lived in Hawaii before settling in San Diego’s North County. She is responsible for compliance, daily operations, client service and account maintenance. Kerry has a certificate of completion for computerized accounting from Columbia College of Business in Clackamas, Oregon.

Kerry volunteers her time for many community service organizations such as Holiday Baskets, Fill the Plate, Military Outreach Ministry, and the Boys and Girls Club. Kerry attends Coastline Church in Carlsbad and serves as Treasurer of Soroptimist International Oceanside Carlsbad. Kerry won the 2015 Carlsbad Chamber of Commerce Workplace MVP Award. Kerry enjoys walking in local 5Ks, bike riding, reading and is learning to play golf. She is married to Mark and they have one grown son, Brandon.

After his time with Smith Barney, Greg joined UBS, where he specialized in risk management, retirement planning, and providing customized investment solutions. In 2008 Greg co-founded Sterling Global Strategies, a firm that specialized in developing and implementing proprietary tactical investment models, designed to mitigate volatility and downside market exposure.

Greg received his Bachelor’s Degree from Arizona State University, and now resides in Carlsbad with his wife and two children. Greg is an active supporter of the local community having served for 15 years on the Board of Directors of the Boys and Girls Club of San Marcos, including being the past Chairman of the Board.

He also has volunteered many hours coaching his children’s sports teams. In addition to his involvement with the community, he leads an active lifestyle which includes his passion for playing golf, snowboarding and participating in local athletic leagues.