Elisabeth Cullington, CFP®, CDFA has been in the financial services industry over twenty years. Elisabeth has worked with industry leaders to develop best practices in the financial planning field. Her clients include executives, professionals, business owners and retirees.

For the past seven years, Elisabeth, a Certified Divorce Financial Analyst, has also worked with couples through the Collaborative Divorce process.

Cullington Investment Services was created as a fee-only firm and established as a registered investment advisor in January 1999. Prior to establishing her own business, Elisabeth worked for CIGNA Financial Services and subsequently Linsco Private Ledger.

Professional associations include membership in the Financial Planning Association since 1988 and a member of the Collaborative Family Law Group in San Diego.

Linda V. Rogers has been in the financial services industry since 2004. Her role is to assist in the research and development of financial plans for our clients.

From 2004 to 2006, Linda worked with FactSet Research Systems, a publicly traded financial services firm, in New York City. At FactSet, Linda was a consultant in the investment banking division, helping clients to research and create reports using financial software.

Professional associations include a student affiliation with the National Association of Personal Financial Advisors (NAPFA) since March 2007.

Linda is a former Navy-Marine Corps Relief Society volunteer. She helped military service members to apply for loans and to develop personal budgets to work towards current and future financial goals.

Linda received her Bachelor of Science degree in Economics from Villanova University in 2004. She is currently enrolled in the Executive Financial Planning Program at San Diego State University.

Carla Beach is the firm’s Operations Manager.  She first gained her “back room” experience as Operations Manager for a large, corporate-oriented travel agency in Northern California.  During her years out of the workforce raising her 3 daughters, Carla honed her leadership and organizational skills through involvement in volunteer and community organizations.  Working with a number of Community Foundations, she developed new programs that provided financial support to local schools.  During the 10 years that she and her family lived on the East Coast, Carla served as Executive Director of a non-profit organization that provided services for youth and teens.

Carla and her family moved back to the West Coast, relocating to San Diego in 2004.  She enjoys volunteering as a docent at Torrey Pines State Reserve and working with the CHA team.

Sheila Morgan is our Receptionist and Administrative Assistant. Her most recent work experience included providing support for a busy San Diego pediatric office. In addition, while her husband—who serves in the Navy—was stationed in Spain, she provided assistance to the American Red Cross and various departments of the Rota Naval Medical Hospital.

She is a native Californian who’s been living in San Diego since 2005. She enjoys spending time with her husband and family, traveling and biking.