Connect with Court

Bryan Caulkins

Managing Partner/Financial Advisor

Bryan Caulkins is currently a financial advisor and a co-founder of Proxy Financial. He has a deep desire to democratize financial services to everyone – anywhere in the world. It was this passion that drove him to found Proxy with his...

CJ Davidson

Founder/Financial Advisor

619-252-1592

cj@proxyadvisorygroup.com

As the founder and CEO of Proxy Financial, CJ Davidson is on a mission to revolutionize the financial services industry by improving the client experience and creating a professional culture that values and respects ethical financial...

Court Chynces, MBA, CAIA®, CRPC®

Sr. Financial Advisor

925-718-4545

court@proxyadvisorygroup.com

Court Chynces has been in the financial services industry for more than 20 years. Over his career, Court has worked for various financial firms such as Merrill Lynch, A.G. Edwards & Sons, Inc., and Jackson Financial, Inc. He has taken...

A. Wayne Potter, ChFC®,TPCP®

Financial Advisor

925-472-8300

wayne@proxyadvisorygroup.com

Wayne brings more than three decades of experience to Proxy Advisory Group LLC as a Business Owner, Wealth Coach and former Financial Advisor. His expertise is in helping our Advisors oversee and coordinate the financial affairs of a...

Janelle Martinez, FPQP®

Client Associate

Janelle@proxyadvisorygroup.com

Janelle is an experienced professional in the financial services industry, spanning over a decade. Her passion lies in collaborating with financial advisors and establishing strong client relationships. She has provided invaluable...

Justine Juarez

Operations Associate

justine@proxyadvisorygroup.com

Justine began her journey in the financial planning industry over a decade ago as a personal assistant to Proxy Founder, CJ Davidson. Over the years, she has gained experience and honed her skills in the field, specializing in client...