• San Diego Bankers Dan Yates, Steven Sefton and Sean Puckett Join the Show for the Second Part of Our Sunday Double-Header

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    Photos of Dan Yates - CEO of Regents BankOn Sunday June 24th, Richard and Joe welcomed Dan Yates, Steven Sefton, and Sean Puckett of Regents Bank to their financial radio talk show. Regents Bank is the newest sponsor of It’s Your Money, Not Theirs. Dan Yates is a native San Diegan and a graduate of SDSU. He has been in banking for 32 years and co-founded Regents Bank in 2001. Dan has served as Chief Executive Officer and President of Regents Bank since the company’s inception. At the beginning May 2012, Steven Sefton took over the reins as President.

    San Diego Source reports:

    Photos of Regents Bank President Steve SeftonDan Yates remains chief executive officer of the bank as well as president of Grandpoint Capital Inc., the parent company of Regents Bank. “Steve brings 28 years of Southern California banking experience to Regents,” said Yates. “I first met Steve when I recruited him to Mellon 1st Business Bank back in 1995, and I’ve enjoyed a close professional relationship with him for the past 17 years.”

    From 1995 to 2008, Sefton worked for Mellon 1st Business Bank. In 2002, he was appointed regional vice president, managing a de novo commercial office he opened. From 1991 to 1995, he worked at Sanwa Bank as vice president and team leader.

    Sean Puckett joined Regent’s Bank in November of 2011 as First Vice President. Mr. Puckett is a graduate of the University of San Diego. An article from the San Diego Source quotes Sean Puckett as saying,

    When he was 17 years old, Puckett’s grandfather told him, ‘Sean, when you get to be my age, the only thing that will matter is the relationships you built along the way.'”

    Photo of Prominent Banker Sean PuckettHe got his start in banking with an outside sales position at Union Bank, and was promoted to vice-president at age 29. Later, Mr. Puckett moved to Union Bank for six years before being recruited to Regents Bank. He is extremely involved in local business organizations like STAR San Diego, and he was voted the 21st most influential person under 40 in San Diego.

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  • Jason Kruger, President of Signature Analytics

    Listen to Podcast of the Show Richard and Joe welcomed Jason Kruger, President of Signature Analytics, a local San Diego Accounting firm that specializes in bookkeeping, financial consulting services, and outsourced accounting. In 2008, Jason Kruger started Signature Analytics with the vision of taking the benefits and expertise of large company financial and accounting tools and ...
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  • Elise Museles, Certified Eating Psychology and Nutrition Expert

    Listen to Podcast of the Show This week Richard and Joe welcome Elise Museles an attorney turned eating psychology and nutrition expert and the voice behind the insightful blog Kale & Chocolate. She also shares daily inspiration (and mouth-watering photos!) on Facebook and Instagram. She published her first book Whole Food Energy in 2016. A writer, ...
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  • Basketball Coaching Legend Ray Johnson and Fitness Coach Megan Johnson McCullough

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  • Jason Labrum, Financial Planner, Radio Host and Author

    Listen to Podcast of the Show This week Richard and Joe welcome Jason Labrum, financial planner, radio host and author to discuss his new book about his Financial Detox® program. Jason has been helping individuals, families, and businesses with financial planning, portfolio management, and business retirement plans since 1998. He holds a bachelor’s degree from San ...
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