Our Team

Experienced Leadership. Personalized Guidance. Lasting Impact.

At RetirementDNA, financial success is built on expertise, collaboration, and personalized guidance. Our seasoned professionals bring deep experience across retirement planning, wealth management, and financial wellness — helping individuals, families, and businesses navigate every stage of their financial journey. We are committed to delivering clarity, confidence, and lasting impact with every relationship.

Discover the people behind RetirementDNA — where your goals inspire everything we do.

Dan Dubois
Daniel T. Dubois
AIF® – Managing Partner

Dan is a 25 year veteran of the financial industry, specializing in design and on-going fiduciary management of investment and retirement plans. He began his career in 1985, focusing on fixed income and tax-advantaged investments, and became the youngest Managing Executive at a major broker/dealer. Prior to establishing RetirementDNA, Dan served as President of a nationally registered FINRA broker dealer that focused on executive benefits and retirement plans to large public and private corporations. Dan has authored many articles on retirement planning, hosted a daily live market commentary on KWHY-TV, and was featured in Business Week at the outset of his career. He frequently speaks at industry conferences sharing his knowledge and experience.

Shawna Christiansen
Shawna Christiansen
CPFA® – Managing Partner

Shawna began her career in financial services in 2005. Her early experience created a passion to help people develop sound financial habits and savings strategies early in life so they achieve their retirement and financial goals. As a retirement plan consultant, Shawna offers retirement solutions for both corporations and small businesses, helping them create exceptional retirement plan experiences for employers and their employees. She does this through her expertise in creating tailored and high quality programs, investment oversight, employee financial education and fiduciary risk management.

Adam Baker

Adam Baker
CPFA® Retirement Consultant

Adam is a Retirement Consultant focusing on company retirement plans, with expertise in fiduciary compliance, investment due diligence, employee financial education and contract negotiations. As the name suggests, RetirementDNA works closely with the biotech and life science industries. Adam spearheads the division that partners with Biocom California, providing tailored retirement benefits to the biotech and life science industries.

Michael Lee Dodge
Michael Lee Dodge, Sr.
Financial Advisor and Retirement Plan Consultant

Michael started his career by building several successful businesses over 20 years. Michael changed career paths and began his career as a financial advisor. Since then he has been dedicated to implementing insurance plans for individuals and businesses. At RetirementDNA, he collaborates with a team of professionals to assist with insurance, employee benefits, retirement planning, and investment planning.

Alex Esposito
Alex Esposito
Wealth Advisor

With a Professional Masters in E-commerce and Internet Marketing, Alex is an entrepreneur at heart who understands the unique needs of small business owners and families. His personalized financial plans are designed to protect his clients from any unnecessary risks, losses, and taxes. He takes an educational approach to help his clients understand what a well-balanced plan looks like, while teaching them how to accumulate and preserve wealth for generations to come.

Michael Goddard
CFP® – Financial Advisor and Retirement Plan Consultant

Michael has been providing financial services to individuals and corporations since 1981.  He began his career with Morgan Stanley as a Financial Advisor in 2003 and began providing corporate retirement plan consulting services in 2007.  Michael begins new client relationships, and every subsequent client engagement, by listening and understanding the needs and interests of his clients.  The result is investment portfolios that pursue individual investors’ specific financial objectives and customed tailored corporate retirement plans that help prepare participants for retirement.

Benjamin Hodge
AIF® – Managing Director

Ben specializes in retirement plan consulting with a focus on corporations, 501(c)(3) organizations and sovereign tribal governments. His role is to organize, formalize and implement each client’s fiduciary process and monitor how it affects each 401(k), 403(b), Deferred Compensation or other retirement/pension plans. Ben is also a trained member of the American Red Cross and helps to manage evacuation shelters. He resides in San Diego, CA with his wife Susanna and Six children.

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Jordan Iwasaki
Retirement Plan Advisor

Jordan’s versatile approach to financial planning identifies optimal opportunities for clients of all ages. He consults with employers on retirement benefits and employee financial education programs, while also assessing individual portfolios and tax strategies. Jordan designs tailored financial plans and works closely with other advisors to achieve the best outcomes for his clients.

Asa Kajihiro
Asa Kajihiro
Managing Director and Financial Advisor

Asa’s reputation for excellence is built on his comprehensive approach to financial planning. He takes the time to understand each unique situation and creates strategies to fit his clients’ needs.  This includes a collaborative approach, working hand in hand with his clients’ accountants, CFOs, attorneys, and other advisors, to form truly integrated solutions. Born and raised in Hawaii, Asa works comfortably with clients of all ages and knowledge levels, tailoring strategies to their unique situations.

Noah Lizalde
Wealth Manager

Noah is a financial professional with expertise in investment advising, retirement planning, and insurance brokerage. As a wealth manager, he provides personalized financial guidance, specializing in assisting federal employees in navigating their retirement benefits. He is passionate about helping clients achieve long-term financial security, he takes a strategic and client-focused approach to wealth management.

Melissa Marin headshot
Melissa Marin
AIF®, CPFA® – Managing Director

Melissa has 28 years of experience in the financial services industry, specializing in employer-sponsored retirement plans for the past 18 years. She works with corporate and non-profit retirement clients to help provide fiduciary support, analyze plan design, and evaluate investment costs. In addition, she provides creative solutions to plan sponsors that can help optimize participant outcomes as well as educational resources for their employees. Melissa is also bilingual in Spanish.

Michael McDaid
CFP® – Wealth Manager

Michael primarily focuses on providing financial planning to executives and business owners that need a straight-forward planning approach. He can relate to the challenges many professionals face trying to juggle their career, family and personal finances. In response, he has adopted a process that helps relieve his clients in their managing of the day-to-day and allows them to focus their time an energy on the things in life that really matter.

Javin
Javin Nohara
Retirement Plan Advisor

Javin has a head for numbers. His passion for problem solving—specifically in supporting advisors in helping people work toward their life and financial goals—led him to the financial planning industry, in which data trends and patterns can reveal a broad range of opportunities. By analyzing options and best practices, he also helps advisors assist companies to better educate their employees about their retirement benefit, personal finance, and tax strategies.

Luke Schork
CFP – Wealth Management Service and Implementation

With eight years of experience in the financial services industry, Luke is a Certified Financial Planner™ (CFP®) and a crucial member of the RDNA Private Wealth Team. He brings a deep commitment to helping clients navigate the complexities of their financial lives, offering unwavering support through life’s transitions—both planned and unexpected.
As a dedicated client service representative, Luke takes a collaborative and personalized approach, ensuring that each client feels confident in their financial journey. Whether you’re building wealth, preparing for retirement, or facing a major financial decision, Luke is here to provide clarity, strategic guidance, and the highest level of service to help you achieve your personal vision of financial success.

 

K. Brad Tedrick
CFA, CFP, CMT, CAIA, CEPA
Director of Wealth Management

With over 30 years in the financial services industry, Brad has built a reputation as a trusted advisor and strategic partner for successful individuals and families. As a tenured and credentialed wealth manager and Director of Wealth Management, he brings deep expertise in retirement income planning, investment management, business owner growth, exit planning, and estate planning.

Brad is passionate about helping his clients turn complex financial challenges into clear, actionable strategies. Whether you’re navigating a major life transition, planning for retirement, or looking to grow and protect your wealth, Brad’s thoughtful and personalized approach ensures you move forward with confidence and clarity.

 

Rylen Yamamoto
Rylen Yamamoto
CRPS®, CPFA®, PPC – Managing Director

Rylen is a Retirement Consultant with over 11 years of experience, he manages employer sponsored retirement plans as well as customized financial plans for individuals. For his business clients, he assists owners and human resource departments in designing and delivering management and employee education programs; benchmarking investment performance; and ensuring compliance with ERISA laws.  His work with individuals includes identifying, creating and monitoring financial plans; as well as recommending strategies to achieve their financial goals.

 

CONTACT US

533 S Vinewood Street
Escondido, CA 92029

(858) 216-4144
info@retirementdna.com

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Investment advice offered through Integrated Partners, doing business as RetirementDNA. Please note the other companies referenced on this website are separate entities from RetirementDNA and Integrated Partners and are not authorized to provide, and do not provide investment advisory services.

© RetirementDNA 2025

Investment advice offered through Integrated Partners, doing business as RetirementDNA. Please note the other companies referenced on this website are separate entities from RetirementDNA and Integrated Partners and are not authorized to provide, and do not provide investment advisory services.

© RetirementDNA 2025