Chris Girbés, CFP®
Co-founder, Advisor, Chairman
Chris works with founders who have built significant wealth and need a partner who understands both the financial complexity and the personal questions that come with it.
Meet the Team
Behind every Life Strategy™ is a team that believes financial guidance should start with your life, not your balance sheet. Our advisors, planners, and support staff work together to make sure nothing falls through the cracks — from your first conversation to your long-term strategy.
We built Five Oceans Advisors because we believed this kind of care was possible. Meet the people who make it real.
Marc Campbell, CFP®
Co-Founder, Advisor, CEO
Marc advises senior executives navigating layered compensation structures, helping them build a coordinated strategy around equity, deferred income, and long-term wealth.
Trisa Summers, CFP®
President, Partner
Trisa brings a strategic, big-picture vision grounded in deep industry experience to help guide a firm where purpose, culture, and exceptional client experience drive every decision.
Philip Moser, CFP®
Advisor
Philip brings CFP® expertise and a genuine belief that financial planning should help people live deeper, more meaningful lives — and when he's not working toward that with clients, he's coaching youth sports or cheering on the Memphis Grizzlies.
Leslie Mallman, CFP®
Advisor
Leslie brings over two decades of financial advising experience and a decade of personal healing work to help clients navigate both the practical and emotional dimensions of building a life around what matters most.
Alison Campbell MBA, MA, CFT™
Life Strategist
Ali guides clients through the deeper work around money, values, and relationships to help them gain insight they can direct into intentional action toward living with greater clarity, purpose, and lasting fulfillment.
Spencer Rand, CFA®
CCO, Director of Operations, Partner
Spencer brings a rare combination of investment expertise, data analytics, and operational experience that keeps the work behind every client relationship running exactly as it should.
Corey Oakes
Associate Advisor
Corey brings a decade of institutional financial services experience and a deep belief that people matter to every client relationship he supports at Five Oceans.
Josie Samson
Family Office Services
Josie brings eight years of business management experience, including four years directing operations at a family office — and when she's not crunching numbers, she's exploring new restaurants or chasing down a tennis match.
Alicia Martinez
Executive Assistant
Alicia brings a decade of experience supporting people through meaningful transitions — from nonprofits to entrepreneurship — and carries that same commitment to connection and care into every client interaction at Five Oceans.