Our Team


Troy Robertson
Investment Advisor Representative
Copley Financial Group, Inc.

Retirement Planning Specialist
Heritage Tax & Insurance Services, Inc.

NMLS #1606969
CDI #0H40504
CA Bar #190585

Troy is a retirement planning specialist who enjoys helping people plan for their present as well as their future. He graduated with honors from SDSU with a degree in Accounting. Working in the sports industry as a corporate controller, he spent several years planning finances in the corporate world. Troy graduated cum laude from Law School. As an attorney, he represented several athletes, doing everything from endorsement deals to contract negotiations.

Troy grew up in the Lakeside area and has lived in San Diego his whole life. He has been married to his beautiful wife Cindi for 30 years. They have three boys and one granddaughter. The oldest son, Brandon, and his wife Mandi have a beautiful daughter, Harper Marie. Michael, the second oldest, is a recent graduate of UCSD with an Economics degree and a business minor. The youngest, Justin, is an Aerospace Engineering major at the University of Notre Dame.

Troy is passionate about meeting new clients and helping them achieve their financial goals.



jessica-roth

Jessica Roth
Executive Assistant to Matthew Copley
Heritage Tax & Insurance, Inc./Copley Financial Group, Inc.

Jessica has lived in San Diego for the past 11 years, but is originally from Denver, CO. Although she loves snowboarding and spending time in the mountains, she will always consider the beach ‘home.’ She has worked for Heritage Tax & Insurance, Inc. for five years and has worn many hats. Starting out as a receptionist, she was quickly promoted to a loan processor. After one year of loan processing, she was promoted again to an executive assistant. She has maintained this position for a few years, growing and expanding with the company. Along with being the executive assistant, one of her main duties is being an event coordinator for all of the company’s seminars. These events are critical for the company’s growth as they are the primary way we earn new clients’ business. Jessica is passionate about her job and enjoys talking to and helping people.


Kyle Klinger
Investment Advisor Representative
Copley Financial Group, Inc.
Heritage Tax & Insurance Services, Inc.

Retirement Planning Specialist
NMLS #1821589
CDI #1821589

Kyle’s passion for investing and retirement planning led him to a career as a Financial Advisor. After finishing his degree at Indiana University, he moved to San Diego 13 years ago. He then graduated with his J.D. from California Western School of Law where he focused on business and contractual law. Kyle pursued a non-traditional legal career, spending 10 years in Advertising and Marketing developing campaigns for Fortune 500 companies on down to start-ups. He’s worked on multi-million dollar campaigns including the Chargers, World Cup, and the Indianapolis 500. He’s also helped build companies from concept to funding. In his free time, you can find him chasing tennis balls at Coronado dog beach with his dog Kenai.

Kyle loves the challenge of finding the optimal strategy for each individual client at Copley. He looks forward to creating financial freedom for his clients so that they may enjoy their best life.


Bob Hennessey
Investment Advisor Representative
Copley Financial Group, Inc.

Bob has a 25+ years of experience in the financial advisory, hedge fund and mutual fund space. Bob started his career in Financial Services working as a financial advisor at Merrill Lynch and CIBC Oppenheimer. Bob then worked at Insight Capital where he raised over $1 billion for the firm in 5 years. Following Insight, Bob worked at FAMCO where he marketed MLP Separate Accounts, Hedge Funds, and Closed End Funds. After FAMCO, Bob worked at Genworth Wealth Management where he raised assets for their wealth management platform. Bob subsequently worked as a principal for a third party marketing firm Axxcess Capital where he focused on business development and new client acquisition. Bob graduated from Florida State University with a Finance degree and an MBA in International Business from California State University. Bob enjoys spending time with his kids.


Kent Hulse
Controller
Heritage Tax & Insurance Services, Inc.

Kent Hulse is responsible for accounting and analysis, financial reporting, as well as human resource. Mr. Hulse has diverse financial management experience in industries such as financial services, software, retail and manufacturing. Mr. Hulse earned a bachelor’s degree in Business Administration from the University of Southern California.

            
            
            


Kelly Junge
Processor
Heritage Tax & Insurance Services, Inc.

Kelly Junge was born and raised in San Diego by a very supportive, adventurous family. She is currently attending college to earn her Bachelor’s in Business Administration. During her free time, she enjoys hiking with her energetic dog named Skout, riding in the sand dunes, boating and wakeboarding in the Colorado River, and exploring new roads.

            
            


Matthew Klein
New York Branch
Investment Advisor Representative
Copley Financial Group, Inc.
Heritage Tax & Insurance Services, Inc.

Matthew is a financial advisor who specializes in retirement planning, annuities, life insurance and Medicare. After starting his career as a proprietary trader, he made the decision to focus his efforts on helping the growing number of people who need assistance transitioning into retirement. He regularly hosts educational workshops with the goal of providing insightful investment, insurance and tax reducing strategies. Matthew is extremely enthusiastic about his work.

Contact:

1010 Northern Blvd Suite 208
Great Neck NY 11021
516-874-5030


Sierra Payne
Certified Medicare Agent
Heritage Tax & Insurance Services, Inc.

Sierra is an innovative benefits consultant, who effectively educates and guides the clients through their Medicare options. Sierra represents a variety of insurance carriers, which helps her find the best fit for each consumer. Her passion for helping others has led her to pursue a career in the Medicare industry. Sierra was born and raised in California and comes from a small town near Tahoe. San Diego has been her home for the past three years, where she enjoys the beach and time with family. Sierra is looking forward to showcasing her passion to each individual consumer. She looks forward to having the opportunity to work with you and build a long-lasting relationship.


Phillip Denstad
Investment Advisor Representative

Philip is a financial advisor that has a passion for helping people reach their retirement goals through investment and financial planning. He believes that every great success story starts with a plan and is built on by understanding your options and putting the right people around you in your life to help you achieve your goals. Having graduated from the University of San Diego with a major in finance, Philip found his passion for investments and financial planning through his professor/mentor who inspired him to pursue a career in financial advising and to be that right person in others’ lives.
Philip, originally from Caledonia, Minnesota, a small rural farm town, grew up the grandson of local business owners that grow and process organic fruits and vegetables where he spent his youth in the summers picking rocks in fields and working in the production plant. Philip moved to San Diego in 2005 when he joined the U.S. Navy. Stationed on the USS Nimitz, he worked as an Aviation Maintenance Administration man deploying to the Persian Gulf and Southeast Asia on two Western Pacific deployments in 2007 and 2008. In 2010, he joined the U.S. Marine Corps and served as a Satellite Communications Electronics Technician in Camp LeJeune and Logistics Chief while deployed to Camp Leatherneck, Afghanistan in 2013.
Philip enjoys spending time with his two kids, going to sporting events, traveling, and enjoying everything that southern California has to offer.


Dave Megee
Retirement Planning Specialist

David enjoys meeting clients and providing them with investment and retirement strategies customized to their current and future lives. He delivers over 25 years of investment management practice to his clients and has hands-on experience in wild bull and bear markets and every market environment in between. Prior to joining Copley Dave provided pension investment strategies for blue chip institutional investors, including several S&P 500 companies, international investment managers and state and local pension systems. He earned an MBA at the UCLA Anderson Graduate School of Management and a BS at UC Davis.