Team
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
Phillip Niblo, CFP®
Associate Financial Advisor
Phillip Niblo, CFP®An Associate Financial Advisor with FLC Capital Advisors, Phillip utilizes his experience providing wealth management advice and building long-term relationships to assist clients with custom strategies for...
Nancy Samaan
Director of Client Services
Brian Ekstrom
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...
Diana Harris
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...
Zach Flores
Client Services Administrator
760-779-8112
As Client Service Administrator Zach utilizes his extensive service background in financial services and banking, coupled with his professional acumen and demeanor to provide clients and advisors a seamless and efficient experience at...