MANAGEMENT TEAM
Meet the Financial Services Industry Experts at Anchor Bay Securities, LLC.
Our principles are experts in wealth and asset management who meet the highest standards for professional competency.
James R. Allen, President, RR
Jim Allen our Director of Financial Planning and Sr. Advisor has over 30 years of experience in all areas of wealth management. He is a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP) and a Certified Divorce Financial Analyst (CDFA). In addition to his professional credentials, he has a Masters Degree in Financial Services with an emphasis on taxation and estate planning and is a registered tax preparer with the state of California. He is actively involved in the industry as a CFP mentor, has taught CFP courses at the University of California Irvine, is a co-author of the book “The Tools & Techniques of Charitable Planning” and currently serves on the board of the Financial Planning Association of CA. In his free time he enjoys spending time outdoors surfing, paddle boarding, hiking or trail running.
Matt Large, COO, CCO, CFO, FINOP, RR
Matthew Large, Chief Operations and Compliance Officer, is a graduate of San Diego State University with a Bachelor of Science 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, Registered Representative
Tanner Wrisley received a Bachelor of Arts in Economics from Harvard University. 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, in 4 years. For Anchor Bay, Tanner works on the Investment Committee where he helps to initiate and execute portfolio strategies, along with his investment advising duties. He has multiple years of experience in the industry and is currently working to achieve the Chartered Financial Analyst, CFA designation. 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.
Blake Pinyan, Registered Representative
Blake Pinyan is a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent. He graduated from San Diego State University with a BS degree in Business Administration, majoring in Financial Services and minoring in communications. His degree in Financial Services was paired with a Certificate in Personal Financial Planning, to where he also earned Summa Cum Laude with a 3.86 GPA. He has been working in the industry since 2017 and serves on the boards of the Financial Planning Association of California and Orange County. For Anchor Bay, he is one of the lead Financial Planners and also prepares tax returns for our clients. Outside of the office, you can find Blake camping, snowboarding or watching football.
Scott Spiering, Registered Representative
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”
Danielle Ramirez, Office Manager, Client Relations Manager
Danielle Ramirez is a Marine Veteran. From 2007-2012, she served as the Operations Manager in Avionics at Camp Pendleton – overseeing a division of 300 Marines. From there, she graduated from Platt College with a B.S. in Web Design and a focus on Marketing. While she worked remotely as an Executive Assistant for a small trucking company, Starre Lines, Inc., she also worked as an independent Massage Therapist and Personal Trainer. Prior to working for Anchor Bay Capital, Danielle was the General Manager of Pacific Views – an event center on Camp Pendleton; overseeing 3 bars, a Starbucks, and a fully staffed kitchen. When Danielle isn’t working, she enjoys spending time with her family, playing with her dogs, painting, and being outdoors.