Meet Our Team
Michael J. Flynn, MSFS
Financial Adviser
Mike established the firm in 1988 with a singular and constant focus: to provide our clients with the highest quality of wealth management planning and legacy solutions.
He possesses a distinct ability to assist clients discern and crystallize what is really important and help them close the gaps that often emerge in the busy lives of successful people, integrating lifestyle, estate preservation, business continuity and investment asset planning.
Mike graduated from the University of California at Santa Cruz, followed by service as a U.S. Army officer, attaining the rank of Major. A veteran of two combat tours in Vietnam, Mike is a proud member of the 75th Ranger Regiment Association. He holds a Master of Science in Financial Services degree from the American College in Bryn Mawr, Pennsylvania. He is active in community affairs.
Mike is a member agent of The Nautilus Group®, an organization comprised of approximately 200 select financial advisors from across the country. Nautilus Group member agents work with ultra affluent and high net worth families and business owners to help them achieve their estate, business and charitable planning objectives. The Nautilus Group® is a service of New York Life Insurance Company.
He lives in Corralitos, California with his wife Pam and is the proud father of six children and ten grandchildren. Mike welcomes the opportunity to meet and visit with you about your unique issues, concerns and vision.
CA Insurance Lic. #0739835
Michael J. Flynn, Jr
Financial Adviser
Mike has an in-depth knowledge of a range of financial issues and is able to provide his clients with the highest level of professional financial advice as they progress through life's various phases and confront a maze of financial challenges along the way.
Mike spends most of his time helping successful professionals and business owners grow, protect, enjoy and distribute their wealth by helping them make smart, strategic financial decisions aligned to their distinct mission, values and goals.
He joined the firm upon graduating from San Jose State University in 2005, and quickly gained the respect and confidence of his peers, colleagues, clients and their advisers. In 2009, Mike was elected to serve on an Advisory Council to New York Life, one of the leading mutual insurance companies in the United States.
Mike Jr. is a member agent of The Nautilus Group®, an organization comprised of approximately 200 select financial advisors from across the country. Nautilus Group member agents work with ultra affluent and high net worth families and business owners to help them achieve their estate, business and charitable planning objectives. The Nautilus Group® is a service of New York Life Insurance Company.
He lives in Rio Del Mar, California with his wife Lisa and is the father of four young children.
CA Insurance Lic. #0E67295
Thomas J. Kanaley, J.D.
Financial Adviser
Tom Kanaley is a member agent of The Nautilus Group®, an organization comprised of approximately 200 select financial advisors from across the country. Nautilus Group member agents work with ultra affluent and high net worth families and business owners to help them achieve their estate, business and charitable planning objectives. The Nautilus Group® is a service of New York Life Insurance Company.
Tom has spent more than 22 years serving clients in the areas of estate, business succession, and charitable legacy planning. He is a recognized expert in the use of life insurance for wealth preservation and integrated family wealth planning. A former practicing attorney, he served as a consultant with two major financial institutions, working throughout the country with high net worth clients and their professional advisors. Tom is a frequent speaker to professional associations and industry groups. He has addressed national audiences on the topics of life insurance planning and wealth preservation.
He is a graduate of Vassar College and earned his law degree from Case Western Reserve University in Cleveland, Ohio. He is a member of the Association for Advanced Life Underwriting, the Society of Financial Services Professionals and the National Association of Insurance and Financial Advisors. Tom is a life and qualifying member of the Million Dollar Roundtable, and holds his Series 6, 63 and 65 Securities Registrations.
Tom is a graduate of Leadership San Francisco and is active in community affairs. He lives in San Francisco with his wife and six children.
CA Insurance Lic. #0F45515
Pam Flynn
Co-founder and Director of Group Benefits
Pam is a co-founder of Flynn Wealth Strategies, Inc. (FFIS) and serves as Director of Individual and Group Benefits for Pacific Wave Insurance Solutions, a subsidiary of the corporation. Pam’s friendly and dedicated service to small group employers provides them a unique value proposition: she becomes their “all weather” back office resource, handling enrollments, resolving problems, annual renewals and other services as required. She loves serving her clients and takes great pleasure in solving problems for their benefit!
Pam lives in Corralitos, CA and enjoys spending time with her children, grandchildren and friends.
Lisa Flynn
Director of Operations and Planning
Lisa has served as our Director of Operations since 2007. In this role, she directs and manages all business operations. She also supports all aspects of legacy and financial planning. Sensitive to each client and their unique planning requirements, she helps them gather and organize their financial documents and sets up and maintains their individual Wealth Management Solutions planning station.
Lisa also assists our clients in developing an accurate understanding of cash flow management, an important and integral element of the planning process. She brings great care and understanding to our clients and helps make the planning process easy and enjoyable.
She also brings expertise, knowledge and diplomacy in troubleshooting and delivering solutions to advanced service issues.
Lisa graduated from the University of San Francisco with a degree in business administration. She spent several years in the hotel industry prior to joining our team.
Lisa lives in Rio Del Mar, CA and keeps busy with her four children
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