Our Team
Everyone at Johnson Lyman Wealth Advisors is here for the same reason – you. We are committed to our clients, to one another, and to our profession. It is a commitment we honor with integrity and grace, to support you in clarifying and realizing your personal dreams.
Our Wealth Management process encompasses goals clarification, financial planning, and discretionary investment management – which require breadth and depth of knowledge. We have assembled an outstanding team of deeply committed planning professionals and a network of professional partners, all backed by a team of dedicated support professionals.
President
stevej@jlwealth.com
Steve began his career as a financial planner in 1984 teaching Personal Financial Management and Investments courses for the University of Maryland, European Division. He currently teaches CERTIFIED FINANCIAL PLANNER® candidates the Investments in Personal Financial Planning course for the University of California, Santa Cruz Extension in Silicon Valley.
An active member of his profession, Steve serves on the national Board of Directors of the Financial Planning Association (FPA) and as a director of its Political Action Committee. He previously served on the Future Regulation of the Financial Planning Profession, Fiduciary, and Financial Planning Standards of Care Task Forces and on the Government Relations Committee. He chaired the Professional Issues and Tax Subcommittees and served as President and Chair of the FPA of Silicon Valley Board of Directors.
For the National Association of Personal Financial Advisors (NAPFA), Steve has served on the national Board of Directors and as Treasurer, President, and Chair of the NAPFA West Region Board of Directors. He also served as a technical expert in the development of the international standard for personal financial planning, ISO 22222. Locally, he has served on the Board of Directors and as Treasurer of Ocean Colony Association.
Steve graduated from Colgate University with a degree in economics and earned his MBA from the University of West Florida. He served as an officer in the United States Air Force from 1968 to 1993. A native Californian, Steve has resided in Half Moon Bay since 1994 with his wife of 37 years, Irene.
Lead Advisor, Partner
robl@jlwealth.com
Rob works with many of the firm’s clients as Lead Advisor. He is a Certified Financial Planning® practitioner, having earned his designation in November of 2005. Rob's passion and expertise is in partnering with clients, empowering them to clarify goals and to discern next actions. He enjoys collaborative conversations where a fresh perspective or approach creates new possibilities and inspiration for a client. Rob has experience in the growing discipline of behavioral investment counseling and serves more generally as a life coach and advocate for his clients.
Professionally, Rob is active in the Silicon Valley chapter of the Financial Planning Association (FPA), and the National Association of Personal Financial Advisors (NAPFA), where he has been designated as a NAPFA-Registered Financial Advisor. Rob has trained other fee-only financial planners at several NAPFA conferences, including the 2005 West Region and South Region events. One of Rob's financial planning case studies has been used for the capstone course in financial planning at the University of Georgia. As a member of the National Association of Investor's Corp. (NAIC), Rob developed investor education curriculum and has taught investment classes for the San Francisco chapter.
Rob is a graduate of Princeton University and holds a master's degree in engineering from the University of California, Berkeley.
Rob enjoys skiing, boarding, and backpacking with his wife, Catherine, and two college-aged children. Recently, his entire family successfully climbed Mt. Whitney via the Mountaineer’s Route. He is an active member of the Palo Alto Rotary Club (serving on the program committee), and is currently serving as Past President of the Woodside High School Foundation. Rob and Catherine are foster care parents, and currently have a foster teen living at home. Rob is also active in his church, and is helping to start a new progressive spiritual community in Redwood City.
Lead Advisor
patg@jlwealth.com
Pat has been with the firm since 1999. He started in the financial services business in 1990 as financial planner for IDS/American Express in Irvine. After that, he worked briefly as an Account Executive at Dean Witter and moved to Houston in 1994 to serve as a bank officer overseeing security and annuity transactions at five Charter Bank & Trust locations. Pat has been a fee-only Certified Financial Planning (CFP®) practitioner since 1999. He is also a National Association of Personal Financial Advisors (NAPFA) Registered Financial Advisor, a member of the Silicon Valley Financial Planning Association (FPA) and a member of the San Francisco Chartered Financial Analysts (CFA) chapter.
Pat is an Air Force Academy graduate and holds an MBA in Finance from Golden Gate University. Pat is in his 26th year in the Air Force serving as a reserve officer for acquisition contracting and ROTC/Academy admissions. He provides pro-bono financial planning services through the FPA for San Jose-based Navy reservists. A native of California, Pat has at various times called Hawaii, Texas, and Spain his home. He and his wife, Rona, travel often to the Philippines to visit family, play tennis regularly, and stay busy raising their two young children.
Jennifer Bush, CFP® | What is the CFP® certification?
Service Advisor
jenniferb@jlwealth.com
Jennifer works with the firm's lead advisors to develop and implement financial planning strategies for our clients. She is a Certified Financial Planning® practitioner, having earned her designation in January 2009. She also helps to maintain our client relationship management system.
Jennifer has been a consultant and educator in the area of employee retirement plans for many San Francisco Bay Area companies and their employees.
Jennifer has an accounting degree from California State University Hayward and a Certificate of Financial Planning from the College for Financial Planning in Colorado.
Jennifer is active in the Silicon Valley chapter of the Financial Planning Association (FPA). She currently serves as Treasurer on the Board of the FPA and is on the Pro-Bono committee. In her spare time, she enjoys gardening, cooking, nature walks, reading, and learning about health and nutrition.
Business Manager
lindac@jlwealth.com
Linda brings with her an extensive background in small business management. Linda began her career by establishing and operating a bookkeeping service for 15 years. Linda later owned and operated a chain of retail auto parts stores for 17 years.
She has been volunteering for over 18 years as the Financial Coordinator for RotoCare Bay Area Free Clinic-San Jose, a non-profit corporation formed for the purpose of providing free medical care to people who have the most need and the least access to medical services. In addition to establishing and overseeing budgets, she has served as site administrator and translator.
Linda is responsible for processing clients’ security transactions and portfolio activities as well as running Human Resources and Accounting. She and her husband, Mariano, a concert flamenco guitarist, teacher, and composer, have been married for 33 years and have two children and four grandchildren. In her spare time, Linda enjoys hiking, biking, concerts, gardening, and spending time with her grandchildren.
Records Manager
betsyd@jlwealth.com
Betsy has been with Johnson Lyman since 1992. She is responsible for maintaining accurate accounts information related to clients’ trades and electronic records storage.
She is a graduate of Alfred University, Alfred, N.Y. where she received her RN degree. In addition to nursing, while raising her four children, she obtained a Lifetime Adult Education Credential and was the Director of the Los Gatos Parent Cooperative Nursery school for 13 years.
Betsy is an active member of her church. Volunteering, traveling, gardening, and five grandchildren keep her busy.
