San Diego, CA

Kevin Yoneda

Division Manager

Phone: 619-282-1182 
Fax: 619-282-3219

Kevin Yoneda is Division Manager of the San Diego office and one of the Senior Managing Partners here at ICM. Born in Los Angeles, California, he received a Bachelor`s degree in Business Administration from California State University at Northridge.

Kevin has received the Achievers Council awards from Osaic Wealthfor being a top office from 2005 to 2020.

Kevin was also the #1 Branch Development Office in 2010 for all of Osaic Wealth Inc..

His philanthropic activities include membership in the Venice Japanese Community Center and Nikkei Bridge Service Organization. Kevin is a Registered Principal with Osaic Wealth, Inc., an Investment Advisor Representative with Independent Capital Management, Inc., a Registered Investment Advisor, not affiliated with Osaic Wealth Inc.

Ca. Insurance # 0B92142

These awards are based upon sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor’s clients or former clients.

Jonathan Isaac

Investment Advisor Representative

Phone: 619-282-1182 
Fax: 619-282-3219

Jonathan “Jay” Isaac was born in Colorado Springs, CO but moved to California shortly after. He grew up in the Bay Area and graduated with a degree in Economics from the University of California at Davis. He then moved to San Diego and obtained his law degree from California Western School of Law.

He joined ICM in late 1999 and in his first 12 years, he has been a member of the company’s “Top 15” 10 different times and has been recognized as the company’s Top Senior District Manager 7 times.

He specializes in working with people at or near retirement and young professionals in the areas of wealth accumulation, wealth preservation and estate planning. Jay is a registered representative with Osaic Wealth, Inc. (member FINRA/SIPC) and a Citadel Estate Planner.

Ca. Insurance # 0C75397

Fany Marissa Hirales

Senior District Manager

Phone: 619-282-1182 
Fax: 619-282-3219 
Email: Fhirales@osaicwealth.com

Marissa Hirales joined Independent Capital Management in 2010 and is now a Senior District Manager in the San Diego office and a Registered representative with Osaic Wealth, Inc.. Marissa graduated with honors from Instituto Tecnológicos y de Estudios Superiores del Occidente in Guadalajara, Mexico. She has a bachelor in Finance and currently holds various securities registrations and insurance licenses including: Series 6, 63, 66, 7 and 24.

As a financial advisor, Marissa teaches her clients about the importance of having a financial plan in order to achieve financial independence. She specializes in designing financial strategies to help her clients address risk and taxes and helps them build a well balanced plan to accumulate and preserve wealth.

Fluent in both English and Spanish, Marissa also participates actively in the Hispanic community.

According to Marissa, “Education is the most important factor. When my clients are truly informed on the investments they have, the markets, and the opportunities out there we are able to improve their finances dramatically. My general philosophy is Improvement through education.

Ca. Insurance # 0G95690

Matthew Henry

Supervisor

Phone: 619-282-1182 
Fax: 619-282-3219 
Email: mhenry@osaicwealth.com

Matthew Henry is a Supervisor with Independent Capital Management, Inc. as well as a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. After growing up in Arkansas and graduating from the University of Central Arkansas with a Bachelor's Degree in Geography and Business Administration, he spent time working abroad in India. Having a strong desire to help and serve people, he moved to San Diego to join the ICM team.

Matt currently holds a Series 6, Series 63, and California Life and Health Agent License. He desires to educate his clients and help them build a well-diversified financial plan. As a full service financial professional, he is able to help his clients plan for all of life’s major events. His independence allows him to carefully choose solutions to build a customized plan to fit each of his clients’ wants and needs.

Matt genuinely enjoys helping his clients learn how to improve their financial situation and building a long-term relationship with them as he serves them through the various changes in their life.

Ca. Insurance # 0G36713

Genie Lebay-Short

Financial Advisor

Phone: 619-282-1182 
Fax: 619-282-3219

Genie LeBay-Short helps clients build financial confidence through clear investment guidance and personalized retirement planning. As a Certified Financial Fiduciary (CFF), she brings a client-first philosophy to every relationship, ensuring her recommendations are grounded in transparency, education, and long-term trust.

Genie entered the financial industry in 1988 through banking, gaining early experience in financial operations, client relationships, and sound financial practices. Her career began in her hometown of San Francisco and grew into management roles across multiple states, giving her a broad, real-world understanding of how financial decisions impact individuals and families. Over the years, both her professional background and her life experience have shaped a practical, empathetic advisory approach that meets clients where they are and helps them move forward with clarity.

She partners closely with individuals and families to design investment and retirement strategies that support long-term growth, stability, and financial independence. In addition to her core focus, Genie provides college planning and estate-related financial guidance as part of a holistic approach, giving clients well-rounded support as they navigate major life milestones and future legacy needs.

Genie is also deeply committed to her community. She volunteers her time to promote financial literacy, and has supported several local organizations, churches, and community groups with financial education and guidance.

Clients appreciate Genie’s warm professionalism, her ability to make complex financial decisions feel manageable, and her commitment to staying connected as their financial lives evolve.

CA Insurance License #0C44889

Steve Simmons

Financial Professional

Phone: (619) 282-1182 
Fax: (619) 282-3219

Steve is a financial professional with Independent Capital Management. He works with clients to educate and to present them a clear picture of their financial future.

Steve joined ICM in 1997 as a financial advisor with Osaic Wealth, Inc.. He has helped hundreds of individuals, by creating precise financial strategies that help achieve his client’s financial goals.

As a former Coast Guardsman, Steve has dealt with complex problems in the most dangerous of situations. The Coast Guard has trusted Steve with the responsibility to operate multi-million dollar vessels while safely leading his crew. He has earned the Coast Guard Achievement Medal for his leadership, four Commandants’ Letter of Commendations and two Coast Guard Good Conduct Medals and was Coast Guardsman of the year in 1994, while stationed at Crescent City, California. He also was Coast Guardsman of the Quarter while serving on the Coast Guard Cutter Tahoma.

Steve, his wife and two children reside in San Diego, Ca. He participated in the Coast Guard Educational Partnership program to develop skills in leadership and business organization. He enjoys family, bowling, body surfing and fishing. Steve has volunteered in elementary school classrooms, as a Big Brother, and served three years as the booster president for a high school football team.

Steve looks forward to building long-lasting relationships with his clients. He is a licensed life agent, holds the series 7 series 63 registrations and is an Estate planner with the Citadel Law firm.

Ca. Insurance # 0C07836

Rachel Trillanes

Financial Professional

Phone: (619) 282-1182 
Fax: (619) 282-3219

Rachel is a Financial Services Specialist with ICM and a Registered Representative with Osaic Wealth, Inc. She graduated with a Bachelor's degree from the University of San Diego and later joined the San Diego branch in May 2007. Rachel specializes in helping her clients achieve both their short and long term financial goals efficiently and oftentimes on a tax-favorable basis. She accomplishes this by developing customized financial strategies that are unique to each individual's specific needs.

Rachel's clientele continues to thrive since she consistently meets her clients' objectives who in turn refers her to other people who may benefit from her services. Rachel is a CCEP and currently holds Series 7,6, 63 Registrations, and California Life and Health Insurance licenses.

Ca. Insurance # 0F66217