Leadership Team

Phil Jones

Phil Jones has 20+ years experience in the financial services industry. He is a partner and member of the senior leadership team at True Path Financial—one of the leading financial services organizations in Orange County. In his operational role, he has the opportunity to serve the organization by creating vision and inspiring the team to operate into the fullness of their potential. He works hard to ensure that the organization has the proper operational controls, administrative and reporting procedures, and people systems in place to effectively grow and to ensure financial strength and operating efficiency. He is responsible for developing, monitoring and evaluating overall corporate strategy in partnership with the CEO and leaders of business units with emphasis on bottom line performance, working capital and enhancing shareholder value. In addition, he provides financial insights that impact decisions regarding the formulation and execution of strategies.

 

Phil began his career in San Francisco at an investment bank stepping into his passion for helping clients and businesses build financial strategies that set them up for success.

 

In addition to growing and building the people and business of True Path, Phil highly values his time with his wife, Becca, and three kids—Rilynn, Braden and Bella. They love sports, traveling and live music. One of Phil's favorite hobbies is golf and he enjoys getting out on the course every chance he can get.

 

Phil Jones is a Registered Representative of Equity services, Inc. and offers securities in the following states: California.

Phil Jones is insurance licensed  in the following states: California (License #0156699)

 

 Jimmy Barnes

Jimmy Barnes is a partner at True Path Financial, one of the leading financial services organizations in Orange County. His passion for helping people and their families is at the heart of everything he does working alongside his clients to align their financial goals with their values. He wholeheartedly embraces the True Path approach that is independent to financial services and each client. His passion and effectiveness in his role are not only demonstrated practically, but were recognized nationally in 2020 as he was nominated the #1 Managing Director and prior to that, in 2019, Managing Director Rising Star of the Year. Furthermore, he has qualified for President's Club every year.

In addition to managing transformative client partnerships, Jimmy is also responsible for recruiting, developing and leading a growing team of agents. He enjoys walking alongside each of his team members, challenging and coaching them to strive beyond their personal and professional goals as they make a difference in the lives of the people they serve in the financial services space.

Jimmy's dynamic career in the financial services industry began after playing football and starting his B.S. in Business Administration degree at University of Alabama and subsequently finishing his degree at Bemidji State University. He stepped impactfully into his first career role at MassMutual leading in new client acquisitions. Shortly thereafter, he became a Century Circle qualifier, Leader's Club qualifier and Million Dollar Roundtable qualifier*. Jimmy then joined the management team and quickly became a member of Management Summit and Management Council. It was at this point that he reconnected with Bob Waltos, former colleague and friend, and they began dreaming into what True Path Financial has become today.

When Jimmy is not working with his team and clients, he gets to spend time with his beautiful wife, Katherine, and their two daughters, Rory and Aria. Jimmy is also an avid fisherman and enjoys sports of every kind.

Jimmy Barnes is insurance licensed in the following states: California (License# 0H42577)

*Membership based on sales criteria.

 Mike Byrne

Michael Byrne is on the leadership team at True Path Financial, one of the leading financial services organizations in Orange County. His passion for positively impacting people's lives led him into the industry where he now gets to help clients achieve their financial and life goals. In addition, he gets to inspire, lead and coach advisors into their best as they newly enter or continue careers in the financial services industry. These qualities have been integral to the growth and influence of True Path Financial since he joined the team.

Michael's experience in both wealth management and risk management planning have allowed him to build a holistic and thriving planning practice. In his time at True Path, he has achieved President's Club* status in just one year. Prior to his time at True Path, his accomplishments as a Managing Director at Capstone were recognized on multiple levels as he achieved Rising Leaders, Leaders, Rising Star, Grand Slam, President's Club and Ambassador status*.

When Michael stepped into the financial services industry, as a student at the University of San Diego, his time as an intern highlighted his interest in financial analysis and his gifts in building a business. When his role formalized, after completing his degree in Business Administration and Philosophy, his background as a student counselor and tutor fast-tracked him into a leadership and management role where he achieved Management Council at a very young age.

In addition to impacting lives at work, Michael enjoys spending time in both Orange County and San Diego with his mom, sister, nephew, and two nieces. He is also a devoted Lakers and Padres fan. When he's not cheering on his favorite teams, he can be found playing golf or listening to Frank Sinatra.

Michael Byrne is insurance licensed in the following states: California

Michel Byrne offers securities and advisory services in California. 

Agent Team

Craig Boozer

 

 

 

 

 

 

Andrew Chavez

 

 

 

 

 

 

Joseph DiGiulio

 

 

 

 

 

 

Mike DiGiulio

 

 

 

 

 

 

Dan Fomenko

 

 

 

 

 

 

Lonnie Murphy

 

 

 

 

 

 

Melissa Northway

 

 

 

 

 

 

  

 

 

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