About Us
The McBride Group is a fee-only investment advisory firm, with various consulting services. The company also has long history in television and radio and provides video production services to a wide range of companies. Since 2009, our headquarters are in the Marina Office Complex in Petaluma, California.
Marina Office Complex, Petaluma Ca
Wealth Management Team
James McBride, MBA, CFP®
Jim McBride is a CERTIFIED FINANCIAL PLANNER™ and the founder of The McBride Group, LLC. The firm was established in 2009. Jim worked at Merrill Lynch for eighteen years prior to starting his own firm. Prior to Merrill Lynch, Jim was the western United States Vice President/Sales for Citicorp’s Global Payment Products Division. Before Citicorp, Jim worked for Visa International. He was responsible for US and international sales and implementation of the Visa Security Module, a network data encryption device. The Security Module was critical to the implementation and worldwide expansion of the Visa ATM Newtork.
Lisa Bennett
Lisa Bennett is the Business Manager for The McBride Group. She attended San Francisco State University and earned a BS in Office Systems/Accounting. She is responsible for providing and maintaining the highest level of customer service. She also oversees all administrative functions including billing, accounting, record keeping and reporting. Before joining The McBride Group, Lisa worked for 25 years in the car rental industry. There, she had the opportunity to gain experience in a lot of different areas. From Financial Analyst to Fleet Accounting Manager to Bay Area Reservation Center Manager to Northern California Fleet Manager.
Brett Daniel, CFP®
Brett majored in Business at Sonoma State University with an emphasis in Accounting. After graduation he passed the CPA exam but chose not to pursue a career in public accounting. Rather, he accepted a position with George Lucas’ Industrial Light and Magic. Working at Skywalker Ranch where he was head of Accounts Payable. Brett followed his passion for teaching and earned his teaching credential at Dominican College. In 2023 Brett started studying to become a CERTIFIED FINANCIAL PLANNER™, passing the CFP exam in July, 2025. He has been working with us on a project-by-project basis since 2023 and will join us full time in the near future.
Wesley McBride, MD, CFP®
In addition to his patient responsibilities as an internist, Dr. McBride has been on the Board of Directors of our nation’s largest medical group since 2015. He has gained valuable investment experience as a member of the medical group’s Retirement Committee. He regularly gives updates and education about the medical group’s retirement plan to his physician colleagues.
In 2022 Dr. McBride started studying to become a CERTIFIED FINANCIAL PLANNER™ professional, passing the CFP exam in March 2025. He strongly believes in the fiduciary standard, putting the client’s interest first.
Wes has an undergraduate degree from UC Davis and earned his Medical Doctorate from Albany Medical College. He works with our firm on business management, investment analysis and client relations.
In Memoriam
Robert Ginis, CFA
For many years Rob Ginis provided financial planning for our clients and was our “bond guru”. Rob was the founder of GP Analytics and a valuable, trusted partner of our firm. Rob worked in the investment field for over 25 years. Experience taught him that individual investors don’t always get the best advice and he was passionate about bringing optimal solutions to each of our clients. For twelve years Rob was a consultant to pension plans and asset management firms developing and managing investment strategies, building asset allocation models and leading product development. Prior to his consulting work, Rob was a Senior Investment Strategist with Northern Trust Global Investments, where he was responsible for providing leading edge research on quantitative investment management across both equities and fixed income, spanning index, active and smart beta strategies.
