Here for You Every Step of the Way
Our firm was built on the principles of commitment to our clients. Today, our team remains dedicated to finding investment solutions that fit your needs.
Get to Know Us
Stephen P. Maguire
A life-long resident of the Central Coast, Steve has been advising investors since 1972. Steve graduated from the University of California, Santa Barbara with a degree in economics He holds FinRA Series 7, 24, 27, and 63 licenses and is an Investment Advisor Representative as well as a California Licensed Professional Fiduciary.
Steve enjoys a very personal relationship with his clients tailoring solutions to individual situations which often span multiple generations. He is particularly proud of the continuity and succession planning he has built with Maguire Investments, LLC, a team of skilled, experienced, and dedicated professionals.
Steve, active with church and community, enjoys a variety of activities including tennis, cycling, traveling and culinary interests. Most of all, he cherishes time with his wife, Shelley, his three children and seven grandchildren.
John-Paul F. Stornetta
John-Paul was raised in a home where discussions regarding finance, economics, and politics were commonplace. By the age of 12, he was taking every opportunity available to toss his two cents into the heated debates with elders. The compilation of his frugal Swiss heritage, early reading on investing, and desire to understand the business and economic world guided him down his career path.
At the age of 15, he strolled into Maguire Investments, LLC with meager savings from birthday money and chores, a passion for investing, and an eagerness to learn. During his first investment consultation, Steve Maguire offered John-Paul an internship at the office. John-Paul worked summers and holiday vacations until he completed his education.
John-Paul began his career with Maguire Investments more than 20 years ago, in June 1997. He started from the bottom and worked his way up, performing a variety of functions, including compliance, human resources, accounting, sales, and even taking out the trash. These roles, along with his formal education, provided the foundation for his current focus on serving clients and helping them ensure their financial well-being.
John-Paul earned his bachelor’s degree in business administration, cum laude, and his MBA from California Polytechnic State University, San Luis Obispo.
John-Paul holds the FINRA Series 7, 24, 53, and 63 securities registrations.
He is a third-generation resident of the Central Coast. He enjoys spending time with his wife, Ashly; their dog, Madixx; family; and friends. He also enjoys hunting, fishing, the outdoors, church, and the gym.
E. Chad Silva
Certified Retirement Counselor®
Chad’s passion for investing inspires his enthusiasm for researching the expanding options available to his clients. With more than 20 years of experience, Chad has had the opportunity to build lasting relationships with clients from all walks of life. He is dedicated to helping his clients reach their goals and takes the time to learn about each individual. He strives to match the investor’s tolerance for risk with investments that clients can understand.
Chad's strategies focus on diversification by using broad-based asset allocation. He helps clients with all aspects of retirement, transitioning investments from one generation to the next, and asset accumulation. Chad can act as a fiduciary with a "fee-only" approach or oversee a commission-based account if that is in your best interest.
Chad earned his bachelor’s degree in economics from California Polytechnic State University, San Luis Obispo.
Chad joined Maguire Investments in 1997. He holds the FINRA Series 7 and 63 securities registrations, and he is insurance licensed in life and variable contracts in California.
He has lived on the Central Coast since 1983. He spends his free time with his wife, children, friends, and family, enjoying the outdoors, family vacations, participating in church activities, and exercise. Chad and his family are involved in youth sports and the foster/adopt community.
Sean is a third-generation financial advisor, following in the footsteps of his dad, Stephen, and his grandfather, Albert. Just like his elders, Sean aligns quality investment products and financial planning advise with each client’s individual principles, priorities, and objectives. He deeply values the opportunity to build quality, personal relationships with his clients, while serving as a guide through their financial lives.
Sean began his career with Maguire Investments, LLC in June 2013. He started from the ground up and has filled various roles ranging from intern, operations assistant, and now Investment Advisor/Partner.
In 2016, Sean earned his bachelor’s degree from California Polytechnic State University, San Luis Obispo. He holds the FINRA Series 7 and 66 securities registrations and is insurance licensed in life and variable contracts in California.
Sean was born and raised on the Central Coast and has no intention of leaving. He tries to take full advantage of what his home has to offer including hiking, surfing, and golfing. These days, he enjoys most of his spare time at the beach and local parks with his wife, two children, and dog.
Partner/Registered Service Representative
Summer’s lively nature creates a warm and welcoming environment in the office. She is well organized and extremely efficient at multitasking which is essential in assisting 3 of the firms Advisors. Her strong communication skills and many years of industry experience make it effortless for Summer to work with both clients and fellow employees.
Summer knew early on that the finance industry was where she needed to be. In 2007, she jumped at the opportunity to join Maguire Investments as their receptionist. She worked diligently to become a member of the back-office support staff, then a licensed sales assistant, and now a managing partner in the firm. She is looking forward to a long, and very fulfilling career under the Maguire name.
Summer is a graduate of Allan Hancock College.
She holds the FINRA Series 7 and 63 securities registrations and is also a Notary Public.
With tremendous love for sunshine and fresh air, Summer spends her free time out and about with her husband and son enjoying all that the Central Coast has to offer. She and her family are avid campers and enjoy hiking the local trails and walking their dog at the beach.
Louis Summer, CFP®
Financial Planner/Investment Advisor
Louis (Louie) has a passion for helping people chart the course to their best financial life. As a CERTIFIED FINANCIAL PLANNER ™ (CFP®), he helps to provide coordinated financial planning and investment management for clients, balancing their current financial needs with their future goals. With both parents having served as financial advisors, Louie was destined for a career in finance. It was when he began working with individual clients early on in his career that he came to the realization of how much he appreciated building relationships and directly helping people with something so personal as their finances.
Before joining Maguire Investments, Louis worked as a Wealth Advisor at Wacker Wealth Partners. Prior to that, he worked for Taylor Frigon Capital Management - first as Equity Research Analyst and then as a Client Relationship Manager.
Louie earned his bachelor’s degree from Arizona State University. He obtained his CERTIFIED FINANCIAL PLANNER ™ designation through the University of California, Berkeley. He also holds the FINRA Series 7 and 63 securities registrations.
Louie has been a resident of the Central Coast since the age of two when his family moved to San Luis Obispo. He enjoys spending time with his family and friends, playing golf on the weekends, and completing one of the many beautiful hikes the Central Coast has to offer. Fun fact - shortly after moving to the Central Coast, Louie met his fellow Maguire Investments colleague, Sean Maguire, at Old Mission pre-school in San Luis Obispo, where they have remained best friends ever since.
Charlee M. Zleisy
Charlee joined Maguire Investments, LLC in January 2014. She has found herself enjoying and excelling as a client associate. She loves the personal interactions and relationships she is making. Charlee has a joyful spirit and is people-oriented, attentive to details, and eager to provide excellent service to clients.
Charlee assists Chad Silva in establishing new accounts, processing securities, database management, and servicing clients’ needs with cash withdrawals, retirement distributions, and account maintenance.
Charlee earned her bachelor’s degree in healthcare administration from the University of Phoenix, California, and her general education degree from Allan Hancock College in Santa Maria, California.
She is studying for the FINRA Series 7 securities registration and is a Public Notary.
Charlee was born and raised on the Central Coast. She enjoys spending time with her family and friends, doing trail rides with her horse, hikes, and exercise. She is an avid animal lover. She is a member of the Pacific Christian Church.
Carol has experienced a multitude of industry changes during her career. Among them were computer technologies affecting both the speed and volume of trading; complex government rules and regulations that changed how companies conducted business; and ever-expanding investment opportunities for clients.
Carol came to Maguire Investments, LLC in 1977. She has detailed knowledge of multiple aspects of the business. Her current capacities include finance, operations, and long-term planning.
Carol is a graduate of Allan Hancock College and Ernest Righetti High School.
She holds the FINRA Series 7 and 27 securities registrations.
Carol is a founding member and past officer of the Board of Directors for WOOF (Winners of Off-Leash Freedom).
She is a life-long resident whose roots are so deep that it’s hard to imagine her anywhere but the Central Coast. There’s simply nothing better in all her world than horses and this place she calls home.
Kim is the friendly voice you reach when you call Maguire Investments, LLC. She joined the Maguire family in October 2020. Before coming to our team, Kim worked in the medical field for many years as well as for the San Luis Obispo County Farm Bureau.
Customer satisfaction is extremely important to Kim. She builds lasting relationships by being open and friendly, providing expertise and accountability, and possessing her “can-do” attitude.
Kim grew up in Arroyo Grande and graduated from Arroyo Grande High School. She is deeply involved in several community organizations, including Pismo Beach Clean-Up, Miracle Mile for Kids, Farm Bureau Women Scholarship Program, Central Coast Heart & Stroke Walk, and the FFA Fundraiser.
Kim enjoys traveling, hiking, and spending time riding her horse.
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