Advisory
Brad Barrett – Managing Director
Brad is a Managing Director with One Capital Management.   He advises private individuals and families on their personal investment and advanced planning needs.   In addition, he oversees the firms Retirement and Corporate Services practice.   Previously, Mr. Barrett spent four years as an Investment Advisor with a boutique private wealth management firm in Los Angeles.   Brad was head of Corporate Services Business Development for American Financial Network for three years.   His experience and knowledge as head of the firm’s Corporate Services division has allowed him to provide essential research, analysis, and strategy recommendations for high net worth individuals and the companies they own or represent.   Brad earned his Bachelor degree in Economics and Political Science from Arizona State University.

Zamir Siddiqi – Executive Director
Zamir Siddiqi is an Executive Director in the Private Client Group.   After honorably serving our country as a Captain, Army Ranger and Aeromedical Evacuation Blackhawk pilot, he spent two years in business development in Johnson & Johnson's Cardiology Services business segment.   He joined Sanford C. Bernstein & Co., Inc. in 2000 and spent eight years as a Senior Vice President serving affluent families by bringing in depth research and expertise to their complex wealth management situations.   He earned the distinction as a Partner and Principal with the firm.

He was a Senior Vice President with the Private Bank of Wells Fargo in Beverly Hills, where he advised wealthy families and private corporations.   Prior to that, Zamir was a Director and Investment Advisor with the Wealth and Investment Management Group at Barclays Capital.

Joe Caballero - Executive Director
Joseph works with families and provides customized services to each family’s unique needs.   He understands the complexities of multigenerational wealth, having extensive experience in all aspects of stewardship. Previously, he was a Partner of Fiduciary Investment Council and served as its Chief Operating Officer.   He was responsible for the management of services for client portfolios by working with the firm’s Investment Managers.   Joseph was a Founding Partner at Perigon Wealth Management and before that a Senior Vice President at First Hawaiian Bank's investment management unit, Bishop Street Capital Management, where he managed private client relationships.   Joseph was a Vice President and Client Manager at JP Morgan Private Bank (formerly Chase Manhattan Private Bank) where he helped manage approximately $1 Billion of private client portfolios.   Joseph also served as an Investment Associate at Northern Trust Bank working with a senior portfolio management team overseeing $700 million in private client assets after starting his career as an analyst in the trust division of Santa Barbara Bank & Trust.   A native of Santa Barbara, California, Joseph holds a B.A. from the University of California at Santa Barbara, and also did graduate study in Political Science at U.C. Santa Barbara..

Wayne Baxter - Executive Director
Wayne Baxter joined ONE Advanced Planning, LLC (a strategic alliance) as a partner in 2012. Wayne works with families, residing in the U.S. and Canadian residents with U.S. investment assets.   He advises wealthy families on growing, protecting and ultimately distributing their wealth in an effective and efficient manner according to their personal goals.   His efforts aim to optimize the integration of a wealth management plan that encompasses the complexities of capital markets returns, risk management, tax and liquidity management that having assets on both sides of the border brings.

Prior to joining ONE Advanced Planning, Wayne founded The Baxter Team, one of the original practices with the Investment Planning Counsel.   While practicing in Canada, The Baxter Team grew from one location in 1994 to four Southern Ontario locations in Etobicoke, North York, Georgetown and Newmarket.
Whit Whitehouse – Director | Corporate Development
Whit is a 20-year veteran of the financial services industry.   As Director of Business Development, Whit is responsible for growth through intermediaries and recruiting of the highest quality advisor.   Whit was a founding member of Washington Wealth Management, a Registered Investment Advisory firm based in San Diego.   Whit also worked as a Business Development Consultant with Wells Fargo Advisors.   He earned a Bachelor of Science degree in Psychology from St. Lawrence University in Canton, NY and a Masters degree in Sports Management from the University of Richmond.