Broker Check

FLC Capital Advisors

(760) 779-8110 | Contact Us Today!



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...

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Daniel A. Neil, CFP®

Sr. Vice President

As a partner and Senior Vice President, Dan’s primary role for the last 12 years has been the design of custom wealth management strategies for our high net worth clientele. He specializes in providing comprehensive wealth management....
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Daniel Brush, CFP®

Investment Advisor Representative

Dan joined FLC Capital Advisors in 2001 following his tenure on the highly respected Financial Industry Regulatory Authority ( FINRA) Board of Arbitrators where he worked extensively in dispute resolution, successfully arbitrating...
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Nancy Samaan

Director of Client Services

Nancy has been an instrumental part of FLC Capital Advisors since 2000. She manages many of the everyday communication channels that, collectively, create a seamless and efficient interaction between our firm, our clients, and our...
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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...

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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...

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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...

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