Greg Kaltenbach
Mr. Kaltenbach brings over 16 years of experience in the wealth management arena. Greg started his career as an independent producer for Signature Resources Insurance and Financial Services focusing his practice almost exclusively in the areas of Estate Planning and Investment Management. He has been instrumental in the growth and development of Signature Resources Insurance and Financial Services. Greg is a partner in Signature Resources Capital Management.
Greg is a graduate of the University of Southern California with a degree in Political Science. He is actively involved in and supports the American Cancer Society and the Pancreatic Cancer Action Network.
Gary Kaltenbach
Gary celebrated with great passion the potential for each advisor to guide and improve client financial objectives and outcomes. With his immense experience within the wealth management arena—including founding two Independent Registered Investment Advisory firms, in addition to Signature Resources Insurance and Financial Services, an agency that has been a nationwide leader in the industry for over 35 years—Gary was the foundation of SRCM’s development and growth and, through the legacy of his immense knowledge, attention and care, remains to this day an ever-present guide to the firm’s decisions and contributor to its ongoing success.
Richard Tso
Wealth Management Advisor
Richard Tso began his professional career serving six years in the United States Navy as a Nuclear Operator aboard a Fast Attack submarine stationed out of Pearl Harbor, Hawaii. Working in the engine room of one of the Navy’s most technically demanding environments, Richard developed a deep appreciation for precision, discipline and operating effectively under pressure, qualities he brings directly to his work in financial planning.
After his service, Richard went on to earn his Bachelor of Science in Business Administration with a concentration in Finance from the USC Marshall School of Business, where he also completed a minor in Blockchain Technologies. He graduated in 2024 and immediately channeled his analytical mindset into helping clients navigate complex financial decisions.
Today, Richard works alongside professionals and high-earning individuals to help them build clarity and structure around their financial lives, from equity compensation and tax strategy to long-term goal alignment. He takes pride in being a steady, informed voice for clients facing high-stakes decisions that often don’t have easy answers.
Outside the office, Richard stays active through sweep rowing, golf, pickleball and tennis, and unwinds playing electric guitar.
Russ Siadatian
Wealth Management Advisor
Russ Siadatian is a Series-65 licensed Investment Advisor Representative with Signature Resources Capital Management. Russ began his career in the industry in 2016 after working in entertainment finance. His practice focuses on retirement, business and estate planning for both individuals and businesses. Through personal family experiences, Russ realized from an early age the importance of working with a Financial Advisor with a professional and process-driven approach.
Russ was born in Salt Lake City and was raised in Los Angeles since he was 10 years old. He attended Indiana University, where he held numerous leadership positions and received a Bachelor’s Degree in Legal Studies. Russ currently is studying for his Certified Financial Planner designation through UCLA. In his free time, Russ enjoys spending time with family, reading thrillers, spending time outdoors and playing sports with friends.
Kevin Messenger
Wealth Management Advisor
I find individuals and business owners work with me for a range of reasons, with each seeking advice tailored to the values, needs, goals and problems they’d like to address. The results create a more organized and secure financial foundation through a thoughtfully designed and judiciously implemented financial plan that seeks to secure financial wellness and build generational wealth.
We further help entrepreneurial clients shape their businesses as they imagine them. Our work looks to shoulder the focus on personal wealth and legacy, allowing owners to concentrate on business operations and growth. Seeking to design and implement strategies to attract and retain top talent, we develop formal financial wellness programs designed to reduce employee financial stress, with the intention to develop a more productive and profitable work environment.
Your financial situation, plans and goals are unique. We look to embrace those distinctions to develop an approach that exclusively focuses on your best interest and optimal financial outcomes.
Michelle Mai
Wealth Management Advisor
Michelle Mai is a licensed Investment Adviser Representative who provides comprehensive financial planning to families and has a specialty in college funding. After moving to San Diego 13 years ago, she began working with families to educate them on the importance of creating a strategic financial plan that is tailored to their unique needs. It was then that she recognized the negative impact that insufficient planning can have on a family’s financial future. She has since pledged to help families understand these deficiencies and has been working with families to develop secure and confident financial plans that aim to minimize their costs for college and maximize their lifetime savings.
With over 1,200 families she’s helped over the years, she continues to maintain her pledge of educating others daily. Over the last few years, she has made it a point to give back to the community through educating its members on various financial planning topics. Michelle stays involved on many levels with the financial planning industry by currently serving on the board for N.A.I.F.A. (National Association of Insurance and Financial Advisors) and providing financial literacy workshops regularly.
Michelle lives in San Diego, California, and spends the time away from her office with her family, running, biking, and enjoying all that San Diego has to offer.
College planning services are provided by Michelle through College Planning Source and are independent of the services of Signature Resources Capital Management.
Sam Lee
Wealth Management Advisor
I work with tech professionals and business owners navigating complex financial decisions, from equity compensation and concentrated stock positions to major liquidity events and long-term wealth planning.
Most of my clients aren’t starting from zero, they’re already doing well. The challenge isn’t access to opportunity; it’s seeking to make sure everything is working together.
My focus is simple: bring structure and clarity to moving pieces that often feel fragmented. That means aligning investment strategy, tax considerations and risk management into a coordinated plan designed to evolve as life and income change.
Many of the people with whom I work are in periods of rapid growth: building careers, businesses and balance sheets at the same time. The goal isn’t just optimization on paper, but creating a framework that allows them to make confident, intentional decisions without unnecessary complexity.
Planning isn’t just about optimizing spreadsheets. It’s about aligning money with values. That requires me to understand fears, ambitions, family dynamics and life experiences, not just inputs and outputs.
Outside the office I enjoy golfing, playing basketball, going to the shooting range and making sure my chocolate lab isn’t eating my socks (not sure if I actually enjoy this last part).
Brian Henderson, PhD, CFA
Wealth Management Advisor
A Unique Advisor with a Disciplined Approach
Brian believes his blend of academic knowledge and practical experience sets him apart as an advisor. He works earnestly to assist clients in pursuing their financial objectives and gaining greater comfort around their financial matters. His approach emphasizes discipline and transparency, offering clients steady guidance as they work toward their financial goals.
Comprehensive Experience and Client-Focused Solutions
Brian leverages his background as a Professor of Finance to develop investment solutions tailored to each client’s unique goals. His academic expertise is complemented by significant professional experience, including roles in investment management and as an expert witness in complex financial cases. Through his consulting work, Brian has refined his approach to portfolio design, aiming to prioritize the interests of investors while minimizing unnecessary expenses and complications.
Dedication to Investor Protection
Brian’s commitment to safeguarding investors has grown through his expert witness work, where he observed the tangible financial damage that can result from excessive fees, inadequate investment products, poor plan design, and delays in corrective action—particularly within 401(k) and 403(b) plans. These experiences have strengthened his dedication to collaborating with plan sponsors and individual investors, helping them implement solutions designed to support their interests. Brian seeks to serve as a thoughtful counselor to help clients feel more confident as they work toward their financial goals.
Simon Goldin
Wealth Management Advisor
Most people don’t need help picking stocks.
They need help making smart financial decisions consistently—especially when life gets complicated.
My clients typically are high-income professionals, engineers and business owners who are doing well financially but are asking bigger questions like:
“Am I investing the right way for my long-term goals?”
“How do I reduce my tax burden over time?”
“Will I be financially secure if I change careers, move or retire early?”
“Am I making decisions today that I’ll regret 10-20 years from now?”
That’s where comprehensive financial planning comes in.
I work with clients to bring structure and clarity to their financial lives by integrating:
Investment Management
Tax-Efficient Planning
Retirement Strategy
Estate Planning
Risk Management
Cash Flow & Liquidity Planning
The goal isn’t just to grow your portfolio—it’s to help you make informed decisions so your money might support your life, career flexibility and long-term security. As a CERTIFIED FINANCIAL PLANNER® professional, I focus on building long-term partnerships with clients who want a thoughtful, strategic approach to managing their wealth over time.
I earned my Bachelor of Science in Financial Planning & Services from San Diego State University. Outside of the office, I enjoy surfing, golfing, snowboarding and training for triathlons and marathons.
Aleksandar Glebov
Wealth Management Advisor
Aleksandar Glebov started his financial services career in the year 2000. Originally from Northern California, Aleks moved to Southern California to attend college at UC San Diego. After graduating with a management science degree, he immediately started his career in financial services. Aleks has always been passionate when it comes to helping people and managing money. He takes pride in helping his clients, aiming to provide his clients with sound advice when it comes to investment, insurance, business and estate planning. He strives to provide his clients with the best possible client experience as they navigate the difficult tasks of preparing themselves, their families, and their businesses for a successful financial future. With over 16 years of experience, Aleks knows how to find the best solutions to the needs and challenges that his clients will face now and in the future. Aleks has earned various honors over his career, including top 10 in production for Northwestern Mutual in 2002, as well as top 50 sales manager for Mass Mutual in 2006.
Aleks lives in Irvine and enjoys outdoor actives with his dog Kona. He also continues to play competitive soccer and recently his team won the national title for men over 30. He enjoys being on the Orange County Bar Foundation and spends time helping “at risk” youth prepare for college applications and interviews.
