Empowering Your Financial Future with Personalized Wealth Management

At Beta Wealth Group, we take the time to understand your unique situation and preferences, ensuring that our strategies align perfectly with your financial goals.

Our team of experienced professionals combines deep industry knowledge with cutting-edge technology to deliver sophisticated, custom solutions.

This unique approach combines the science of investment management with the art of personalized service, ensuring every decision is aligned with your circumstances.

MEET OUR TEAM

As an independent wealth management firm, we prioritize your financial success above all else.

Our approach is entirely independent, allowing us to avoid potential conflicts of interest inherent in traditional brokerage models.

With Beta Wealth Group, you can trust that our interests are aligned with yours, free from external influences.

Our commitment to understanding your goals and managing risk allows us to remain flexible and responsive to changing market conditions, ensuring that we achieve your investment objectives together.

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    Jodi Vleck, CFP®

    CEO, SENIOR WEALTH MANAGER

    Jodi is the original founder, bringing over 20 years of wealth planning expertise to individuals, family offices, and institutions nationwide. She developed the firm's signature Beta Enhanced Income Strategy™, which has grown to more than $40 million in assets.

    Jodi has earned extensive recognition, including San Diego Magazine's Five Star Award (2011-2014, 2016-2024), Forbes' Best-In-State Wealth Advisor (2021), Forbes' Top Women Wealth Advisors (2020), and Working Mother Magazine's Top Wealth Advisor Mom (2017, 2020). She regularly contributes to financial media and speaks at industry conferences, including the Charles Schwab Impact Conference and Markets Group Private Wealth Forum.

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    David Purdy, MBA, MSF

    SENIOR PORTFOLIO MANAGER

    David brings over 20 years of experience in quantitative asset management and hedge fund strategies. He oversees investment models, portfolio rebalancing, trading operations, and option strategies, while integrating artificial intelligence into investment processes to deliver sophisticated wealth strategies for clients.

    David previously served as Partner and Senior Portfolio Manager at Acadian Asset Management and as Senior Investment Analyst at Grantham, Mayo, Van Otterloo & Co. (GMO), where he developed proprietary performance systems. He has authored numerous investment white papers and been quoted in The Wall Street Journal and Reuters.

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    Romy M. Brown, MBA

    MANAGING PARTNER,
    CHIEF OPERATIONS & COMPLIANCE OFFICER

    Romy serves as Chief Operations and Compliance Officer, where she leads operational excellence, regulatory oversight, and strategic growth initiatives. With over 25 years of experience in the financial advisory industry, she specializes in operations management, compliance frameworks, finance, and technology integration.

    Romy's extensive background in executive-level support and operational leadership brings invaluable expertise to the firm. Her comprehensive understanding of regulatory requirements and operational efficiency ensures Beta Wealth Group maintains the highest standards of client service and compliance excellence while supporting the firm's continued growth and expansion.

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    Braxton Leicht, MBA, EA

    FINANCIAL PLANNING ASSOCIATE

    Braxton brings over 15 years of diverse professional experience to client service and firm operations. His decade of service in the US Air Force, specializing in linguistics, intelligence services, and criminal and fraud investigations, provides a distinctive analytical perspective to financial planning.

    As an Enrolled Agent admitted to practice before the IRS, Braxton manages complex financial matters while focusing on enhancing client experiences and supporting the firm's strategic growth initiatives. His unique combination of military discipline, investigative expertise, and tax knowledge enables him to deliver comprehensive financial guidance and operational support.

Institutional quality at the retail level

Understanding Your Unique Financial Landscape

We recognize that every family and individual has distinct financial aspirations and challenges. Our approach begins with a comprehensive understanding of your unique situation, personal preferences, and long-term objectives.

We spend time with our clients to develop a complete understanding of their unique situation, personal preferences, and financial goals. By investing time in meaningful conversations, we ensure that our strategies are not just effective but also aligned with your vision for the future.