Our Team

Michael Caulkins

Certified Financial Plannerâ„¢ LPL Registered Principal

(408) 622-4798


Michael has been a Certified Financial Planner since March 2007, licensed in the securities industry for over 20 years. Currently he is a Registered Principal and independent advisor with LPL Financial. He has worked in the banking...

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Paula Allen

Branch Operations Manager



Paula Allen is the Branch Operations Manager at Solutions Wealth Management. Specializing in client correspondence and communication, Paula manages day-to-day details to keep the business running smoothly for clients and colleagues....

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Jonathan Barr

Wealth Manager



Jonathan was born in a small town outside of Boston. His family was in the flower business which we relocated to central coast of California in 1964. He attended a small high school in Santa Cruz where he met my future bride...

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Valerie Harrison

Investment Executive



Detroit, Michigan was a beautiful city on the shores of the Detroit River when those in Valerie Harrison’s generation were born there. Her family relocated to the east coast of Florida in the mid 50’s where she attended the...

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Justin Wright

Accredited Investment Fiduciary



Justin graduated from San Jose State University in 1995 while competing on the nationally ranked golf team. After college he competed professionally on various golf tours while also working with his father in the life insurance industry....

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