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Our Team

 "Customer service should not be a department, customer service is everyone's job."

-Kenneth H. Blanchard 

Owner/Investment Advisor Representative 
Dale Walker

Dale is originally from Worcester, MA , and is a graduate of San Diego State University. Dale was the Founder & CEO of a global chemical company which he sold, and in 2014 he entered the financial services and insurance industry. Dale holds FINRA Series 6 and Series 65 licenses. He also holds California life/health and property/casualty insurance licenses. Dale enjoys everything America’s Finest City has to offer, and regularly surfs and swims off the Solana beach and La Jolla coasts. 

 

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 Director of Operations   
Amy O'Connor

With 15 years of experience in the commercial insurance industry, Amy has a background in business operations and team management.  As director of operations Amy develops strategies to improve the company's functionality and productivity. She sets the expectations for departments across the company ensuring that all departments work together to create a successful, organized, and efficient business. In her leisure time Amy enjoys walking her dogs, hiking, and spending time with her family and friends. 

 

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Director of Plan Design and Retirement Education
Adam Toor

Adam has extensive experience in developing retirement solutions. He is an expert at developing relevant retirement solutions that compliment our client’s overall financial plans and takes pride in creating an exemplary customer experience. In his free time, Adam enjoys taking his dogs, Addison & Tundra out to explore while hiking, is an avid Skier, and enjoys a good glass of wine.

Compliance Coordinator Enrollment Coordinator 
Marketing Outreach Consultant
Investment Portfolio Design
April Lewis-Gies

With over 20 years of experience, April has a background in business management and leadership. She successfully supported and led a high volume veterinary practice repeatedly recognized for exceptional customer care. With a passion for people and business alike, April welcomes a challenge and believes that unmatched customer service is required for a successful business.  

April holds a Bachelor of Science degree from Colorado Mesa University and spent much of her career caring for both people and animals. 

In her free time, April enjoys spending time outdoors hiking, camping and exploring with her family and dogs. 

Leetal Danowsky

Leetal has a diverse entrepreneurial background, having helped manage her family’s real estate and wine business. She is a certified yoga instructor and a Level 2 sommelier. For the past 12 years, she has owned and operated San Diego Life Insurance Center. Her passion for health and wellness also led her to create OmEssential, a brand of health and beauty products.

In her role at ThePARTNERS Retirement and Financial Solutions, Leetal supports the team’s proactive marketing efforts. Leveraging her insurance expertise, she enhances the employee education experience for the firm’s 401(k) clients.

Chad Danowsky

Chad has over 30 years of experience in financial services. After earning a degree in Finance and Business Economics from USC, he began his career as an independent Financial Advisor. He then spent 20 years wholesaling investment products for top firms, including Jackson, Prudential, ING, and HSBC. For the past five years, he has been with Adaptive Investments, focusing on expanding the firm's fiduciary business, managing the Adaptive 3(38) lineups, and overseeing AutoEducate, an employee-centric education platform. Additionally, he supports IARs at ThePARTNERS WM in growing their 401(k) business. 

The Partners Retirement and Business Solutions_black.png

619-349-4118 ext.203 

adamtoor@thepartnerswm.com

299 Webster Street
Monterey, CA 93940 

Legal Disclosures: Check the background of ThePARTNERS Financial Solution Financial Professionals (ThePARTNERS Financial Solutions) on FINRA’s BrokerCheck. ThePARTNERS Financial Solutions provides its investment advisory services through ThePARTNERS Wealth Management, LLC dba ThePARTNERS Wealth Management (ThePARTNERS), an investment adviser registered with the Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training.

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ThePARTNERS Financial Solutions is not affiliated with ThePARTNERS.
The statements, claims, content, and/or commentary made herein and in ThePARTNERS Financial Solutions and ThePARTNERS’ other websites, videos, podcasts, blog posts, articles, and other publications or materials (collectively, the “Materials”) provide general market commentary or information and/or express the personal opinion of the author or speaker, which does not necessarily reflect the views or opinions of ThePARTNERS Financial Solutions and ThePARTNERS. The content in the Materials should not be interpreted as providing legal, tax, or investment advice, nor is it a solicitation to effect, or attempt to effect transactions in securities. Additionally, it does not constitute the rendering of personalized investment advice for compensation over the internet. It is intended for informational purposes only.


ThePARTNERS and its representatives may only transact business or provide investment advice in states where registered, where required notices have been filed, or where they are otherwise excluded or exempted from such registration or filing requirements. Please check with us to ensure we are registered in your state.
 

Neither ThePARTNERS Financial Solutions nor ThePARTNERS provide accounting, legal, or tax advice. Please consult your accountant, legal, and/or tax advisor for specific information relating to your individual situation.


ThePARTNERS Financial Solutions and ThePARTNERS make no guarantee that the objectives associated with a particular strategy will be achieved or profitable. Past performance is no guarantee of future performance and investors may lose their entire investment.


If any performance reports are displayed on this website, they are not intended to replace or supersede custodian-generated reporting. ThePARTNERS Financial Solutions and ThePARTNERS encourage a periodic comparison of performance reports to same-dated custodial statements. Security prices have been obtained from sources believed to be reliable, but accuracy or completeness cannot be guaranteed. Occasional minor variations may exist due to certain pricing differentials, accrued interest calculation methodology, and/or trade date versus settlement date convention. Investment performance cannot be properly evaluated by comparing total cost to total market value. Only changes in market value over time adjusted for deposits and withdrawals should be utilized for this purpose. Cost figures may not be appropriate for tax purposes.


All investments in securities involve a risk of loss of capital and no guarantee or representation can be made that an investment will generate profits or that an investment will not incur a total loss of invested capital. Furthermore, nothing herein is intended to imply that ThePARTNERS Financial Solutions and ThePARTNERS’ investment strategies may be considered “conservative”, “safe”, “risk free” or “risk averse.”


Certain information on the Materials has been obtained or derived from unaffiliated third-party sources believed by ThePARTNERS Financial Solutions and ThePARTNERS to be reliable. Neither ThePARTNERS Financial Solutions and ThePARTNERS nor any of their affiliates or representatives make any representation or warranty, express or implied, as to the accuracy or completeness of the information contained herein.


The investment services and products mentioned on the Materials may often have tax consequences; therefore, it is important to bear in mind that ThePARTNERS Financial Solutions and ThePARTNERS do not provide tax advice. The levels and bases of taxation can change. Investors' tax affairs are their own responsibility and investors should consult their attorneys or other tax advisors in order to understand the tax consequences of any products and services mentioned herein.

©2025 by THE PARTNERS

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