Meet the Team

At our firm, we have the client—and only the client—in mind.

At Petix & Botte Financial, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Financial Planners

Paul W. Botte, CFP®

Financial Planner

(619) 698-6500

paul@petixbotte.com

Paul W. Botte is a CERTIFIED FINANCIAL PLANNER™ professional, providing investment and financial services to individuals and businesses in San Diego and nationwide since 1984. As an investment adviser representative of Petix &...

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Vickie Petix, CFP®, BFA™, EA

Financial Planner

(619) 698-6500

vickie@petixbotte.com

Vickie Petix is a CERTIFIED FINANCIAL PLANNER™ professional, providing investment and financial services to individuals and businesses in San Diego and nationwide since 1988. Through trusting, long-term relationships, she assists...

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Andrew Williams, CFP®, EA

Financial Planner

(619) 698-6500

andrew@petixbotte.com

Andrew Williams is a CERTIFIED FINANCIAL PLANNER™ professional, working with clients in all aspects of financial planning. Andrew believes that client success begins with a solid financial plan. Clients appreciate his ability to...

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Administrative Team

Allison Burdick, EA

Operations Manager

(619) 698-6500

allison@petixbotte.com

Allison is the Operations Manager at Petix & Botte Financial. She joined the company in April 2013, bringing with her over five years’ experience in the tax and finance industry. Allison’s responsibilities include assisting...

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Ashley Lawver

Director of Client Relations

(619) 698-6500

Ashley@petixbotte.com

Ashley joined Petix & Botte Financial in September 2009. As Director of Client Relations, she plans and manages the company’s client communications, surveys, and events. She manages the client onboarding process as well as the...

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Theresa Newsham

Client Services Manager

(619) 698-6500

(619) 698-6502

theresa@petixbotte.com

Theresa joined the firm in 2019 as Client Services Assistant and was promoted to Client Services Manager in 2021. As Client Services Manager, Theresa provides operational support to the financial planners. She supports the financial...

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Tisha Howell

Receptionist

(619) 698-6500

(619) 698-6502

tisha@petixbotte.com

Tisha joined Petix & Botte Financial in January 2020 as Receptionist. She answers all calls with a smile, willing to listen and assist. She offers a warm welcome to all of our visitors and ensures a successful visit with an offer of a...

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Connor Buckley

Client Services Assistant

(619) 698-6500

(619) 698-6502

connor@petixbotte.com

Connor provides administrative support to advisors. As the office's Client Services Assistant, he is available to act as a liaison between clients and their financial planner to make the overall experience with Petix & Botte Financial...
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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Contact Us