Max Briggs, CFP®
President and Chief Executive Officer
As co-founder of FLC Capital Advisors, Max’s primary role is managing the strategic outlook for the investments of all of the firm’s clients. With more than 27 years of financial services experience in the Coachella Valley, Max has...
Daniel A. Neil, CFP®
Sr. Vice President
Daniel Brush, CFP®
Investment Advisor Representative
Director of Client Services
Chief Compliance Officer & Director of Operations
Brian joined FLC Capital Advisors in 2002 and has brought expertise in a wide variety of roles. Brian’s primary role supports the Chief Compliance Officer in conducting regulatory, policy, and compliance audits for management to...
Maria R. Bautista, CIPM®, CIMA®
Associate Portfolio Manager
Maria R. Bautista, CIPM®, CIMA® As Associate Portfolio Manager, Maria’s primary role with the firm’s investment advisory business includes the trading and rebalancing of client portfolios. She joined FLC Capital...
Client Services Administrator
Diana provides administrative and back-office support for the firm, as well as helps with client service. Working closely with FLC’s senior leadership and staff, she continues to develop and manage many of the office protocols that...