Wealth and investment management is more than buying and selling assets — you need to know what balance of investments allows you to reach your financial goals. You also need a strategy and plan to help ensure your investments continue to pay off.
SD Mayer’s team of investment planning consultants can help. We create custom financial management plans so you can have the resources you need to live the life you want.
Wealth management is individualized — no two plans should look alike. SD Mayer understands the need for customization and examines the financial goals and starting assets of each client before putting together a plan.
While the exact approach an investment consultant takes depends on your specific situation, the end goals of wealth management are often the same — to grow your wealth, pass it on to future generations and reduce your liabilities. Your advisor should take a holistic approach to your assets and financial plans so you can achieve your end goal.
Whether you are a self-made individual or you have an inheritance you plan on investing, you likely have a few questions about what to do with your money and assets:
SD Mayer helps you figure out what to do with your wealth. We’ll determine the use of your investments that makes the most sense to provide income to you now, in the future and to your loved ones after you’re gone.
The smartest investment plan takes a big-picture view of your financial situation. SD Mayer uses a holistic approach to wealth management. We examine where you currently stand with your investments, analyze your potential and explore your tax obligations to make tailored recommendations to you.
As a small financial advisory firm, we can provide each of our clients with individualized care and attention. You won’t find us using a one-size-fits-all template with our clients. We believe that results come about from knowing who each client is and what they want from their financial lives.
Contact Us
SD Mayer offers investment services near you and worldwide. Our offices are in the Bay Area, but we serve customers around the world. To get started with wealth management, contact us today.
Director
Menlo Park Office
With an association stretching nearly a decade at SD Mayer and over 25 years deep-rooted in the financial services arena, Thérèse stands as a beacon of knowledge, efficiency, and dedication. Anyone on the wealth management team would testify that Thérèse is truly the backbone of their operations. Without her meticulous attention to detail, vast experience, and commitment, navigating the financial maze would be a daunting task.
Among her extensive repertoire of roles, Thérèse masterfully prepares and assists with client meetings, ensuring each interaction is seamless and productive. Her proficiency extends to creating and maintaining comprehensive financial plans. She oversees the intricate process of applications for investments and insurance, deftly manages underwriting for insurance clients, and ensures that policies are serviced promptly. Her role in distributing quarterly reports and managing IRA client’s annual Required Minimum Distribution epitomizes her efficiency and precision. Furthermore, Thérèse expertly navigates the administration of our Irrevocable Trust clients, handling aspects from banking and Crummey Letters to insurance premium payments.
However, Thérèse’s dedication is not confined to the corridors of SD Mayer alone. Thousands of miles away in Kenya, she has a second home and a second calling. Leading the non-profit, Sabore’s Well, she has played an instrumental role in building a school and installing two life-changing wells. This venture not only speaks volumes about her commitment to the global community but also reflects her compassion and desire to make a tangible difference.
For both SD Mayer and the communities in Kenya, Thérèse’s presence is an assurance of commitment, passion, and transformation. Her professional brilliance and humanitarian spirit are inspirations to us all.
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Fee based planning offered through SDM Advisors, LLC. Third party money management offered through Valmark Advisers, Inc a SEC registered investment advisor. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. SDM Advisors, LLC is a separate entity from Valmark Securities Inc. and Valmark Advisers, Inc.
Wealth Management Solutions Coordinator
Fully Remote
Since coming on board in 2022, Alexandra has swiftly made her mark within SD Mayer’s expanding wealth management practice. Even though she’s based in the picturesque surroundings of Kentucky, the wonders of technology bring her skills seamlessly to the team. Alexandra’s prowess in managing our CRM system and overseeing the back office ensures that our operations run smoothly, while her talent in tracking leads helps the firm continually grow its footprint in the wealth management sector.
A notable moment in her personal life was when Alexandra and her husband, Alex, welcomed their baby girl into the world in November 2022. Her journey into motherhood adds another dimension to her role, as she understands the significance of financial stability and planning for families.
Educated at the University of Cincinnati, Alexandra majored in Sports Administration, a degree that instilled in her the values of teamwork, dedication, and strategic thinking—skills that she channels every day in her professional realm.
Beyond her role at SD Mayer, Alexandra harbors a deep love for the enchanting world of Disney. She dreams of traveling to every Disney Park worldwide, immersing herself in the magic each destination has to offer. As a passionate coach for Track & Field for the past six years, she also finds joy in the athletic arena, supporting and cheering on her team as they push boundaries and achieve greatness.
In Alexandra, SD Mayer finds not just a dedicated professional but also a vibrant individual whose passions and pursuits enrich our team’s tapestry.
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Fee based planning offered through SDM Advisors, LLC. Third party money management offered through Valmark Advisers, Inc a SEC registered investment advisor. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. SDM Advisors, LLC is a separate entity from Valmark Securities Inc. and Valmark Advisers, Inc.
Senior Financial Advisor
Fully Remote
Blending the precision of a golfer with the analytical mindset of a financial advisor, Cody stands as a pillar of dedication, commitment, and strategic vision in his role as a Senior Financial Advisor at SD Mayer. His specialty lies in curating all-encompassing financial plans – meticulously designed blueprints that illuminate the path to a secure and prosperous future for clients and their families.
Bound by a fiduciary duty, Cody’s dedication extends beyond the professional realm, ensuring he always champions the best interests of his clients. His approach is rooted in the philosophy of personalization. He dives deep into understanding the singular goals, dreams, and aspirations of each client, crafting a financial strategy that seamlessly aligns with their envisioned success. Beyond individuals, Cody’s expertise spans to small businesses, assisting them in orchestrating, managing, and servicing corporate retirement plans with the same zeal and precision.
What truly sets Cody apart is his riveting journey prior to joining SD Mayer. With a past that resonates with the thrilling greens and fairways of professional golf, Cody has played on esteemed tours spanning South Africa, Europe, and Canada. Golf, a game that demands patience, precision, and unwavering focus, has ingrained in him the principles of dedication, strategic decision-making, and an unparalleled attention to detail. He seamlessly marries these attributes from his golfing career with his financial advisory role, offering clients a distinct experience infused with a champion’s mindset and approach.
With Cody, it’s not just about the numbers; it’s about harnessing the power of strategy, dedication, and passion to shape financial futures. As he once navigated the complexities of golf courses, he now guides clients through the intricate pathways of wealth management, ensuring a swing that’s always aimed at success.
Vice President
San Francisco Office
In the world of finance and wealth management, few names resonate as harmoniously as Dan’s. With a legacy spanning over three decades in the heart of the San Francisco Bay Area’s finance realm, he stands as a beacon for expertise and human-centric leadership.
Dan’s journey is nothing short of illustrious. Beginning with the prestigious KPMG, where the pillars of finance and auditing are held to the highest standards, he honed his foundational skills. This foundation led him to global giants such as Nokia, where he grappled with the intricacies of international finance and operations. His stint at the New York Life Insurance Company and Eagle Strategies further enriched his proficiency, driving him deeper into the realms of wealth management and insurance intricacies.
But what truly sets Dan apart isn’t just his extensive experience or knowledge. It’s his rare blend of technical prowess combined with an innate ability to connect. In an industry that can often be perceived as cold or purely transactional, Dan infuses warmth. He doesn’t just crunch numbers; he builds relationships. He doesn’t just strategize; he listens. His financial acumen isn’t just about money; it’s about dreams, hopes, and aspirations.
This engaging leadership style, where communication isn’t just a tool but a core tenet, has helped him forge bonds with individuals across the board. From fresh recruits to seasoned professionals, clients to partners, Dan’s approach is consistently genuine and heartfelt. He isn’t just a financial expert; he’s a guide, a mentor, and often, a friend.
With Dan, wealth management isn’t just about accumulating wealth. It’s a holistic approach that sees beyond the numbers. His goal isn’t limited to the black and white of balance sheets but extends to the colorful dreams and ambitions of his clients. It’s this unique perspective that has, time and again, led his clients towards achieving their financial objectives, anchored firmly in trust and mutual respect.
As he continues to shape the world of finance and wealth management in the Bay Area, Dan’s legacy will be remembered not just for his financial brilliance but also for his commitment to building genuine human connections. In Dan, the world sees a testament to the idea that finance, when married to empathy, can indeed be a force for good.
CA Insurance #0E09918
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Fee based planning offered through SDM Advisors, LLC. Third party money management offered through Valmark Advisers, Inc a SEC registered investment advisor. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. SDM Advisors, LLC is a separate entity from Valmark Securities Inc. and Valmark Advisers, Inc.
Attorney
San Francisco Office
Randi S. Teichman is a distinguished attorney who has carved a niche for herself in the legal landscape through her specialization in estate planning, trust administration, and probate law. Her expertise extends into tax law, encompassing the preparation of individual and fiduciary income tax returns as well as estate tax returns, making her a versatile advocate for her clients’ legal and financial health.
A product of esteemed institutions, Randi’s academic credentials include a law degree from Stanford University (1988), a bachelor’s degree from the University of California, Los Angeles (1984), and an LLM in Taxation from Golden Gate University (1999). These academic achievements laid the foundation for her successful career and her profound understanding of the complexities of estate and tax law.
Randi is a respected member of the estate planning, trust, and probate law sections of both the California State Bar and San Francisco Bar Association. Her dedication and expertise have earned her the distinction of being a certified specialist in estate planning, trust, and probate law by the State Bar of California Board of Legal Specialization.
With a commitment to delivering personalized legal and tax services, Randi approaches each client with a keen ear and a compassionate heart. She excels in translating her clients’ needs and desires into robust legal documents, ensuring their peace of mind and security. Her comprehensive approach to tax matters enables her clients to optimize their tax positions effectively.
Over her 25-plus years of practice, Randi has become a trusted advisor to executors and trustees, guiding them through the complexities of probate and trust administration during the challenging times of loss. Her skilled and compassionate counsel is a testament to her deep experience and genuine care for her clients.
Randi’s excellence in law has not gone unnoticed by her peers. She has been honored with an AV rating, indicating the highest level of professional excellence. Furthermore, her outstanding service and legal acumen were recognized when San Francisco Magazine named her a Northern California Super Lawyer in 2005 and 2006.
Away from the legal arena, Randi finds solace and rejuvenation in the great outdoors. An avid hiker, she frequently explores the trails of Mount Tamalpais in Marin County, embracing the natural beauty and tranquility that hiking affords. This passion for nature reflects her balanced approach to life, harmonizing her professional rigor with personal fulfillment.
Randi S. Teichman’s legal prowess, combined with her commitment to her clients and love for the outdoors, makes her a remarkable attorney and a valued member of the legal community.
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Fee based planning offered through SDM Advisors, LLC. Third party money management offered through Valmark Advisers, Inc a SEC registered investment advisor. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. SDM Advisors, LLC is a separate entity from Valmark Securities Inc. and Valmark Advisers, Inc.
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