Meet The Team

Introducing Tower 68 Financial Advisors

At our firm, we have the client—and only the client—in mind.

Nestled in the heart of West Newport Beach overlooking the Pacific Ocean, stands lifeguard tower 68. From age 16 to 24, our Founder and CEO Ken South served as a lifeguard, keeping a watchful eye over the beach and its ever-changing visitors.

In 2006, Ken established The South Group, a boutique financial services firm in Newport Beach, combining one-on-one personalized investment advice with strategic investment analysis and portfolio management. After years of growth, Ken recognized the opportunity to better serve his clients by going independent. In 2021, The South Group formed Tower 68 Financial Advisors, named in honor of Ken’s earlier years as a lifeguard on Newport Beach.

While the ocean is a continuously moving environment, the lifeguard tower holds steady; providing stability in comparison to the ever-changing swells, winds, and currents. Likewise, as valued financial advisors, we will continue to provide our clients with the expertise and skills to navigate ever-changing markets and strive to provide the stability to address any financial challenge.

Our Core Team

Ken South

Ken South

Founder and CEO

Steve Arcos

Steve Arcos

Co-Founder and COO

Peter Jones

Peter Jones

SVP of Client Relations

Rich Dougherty

Rich Dougherty

Director of Client Development

Spencer South

Spencer South

Executive Director of Business Development

Ron Witter

Ron Witter

President & Founder, Witter Wealth Management of Tower 68 Financial Advisors

Our Extended Team

Sandra Santana

Sandra Santana

Administrative Assistant

Stephen Ghosal

Stephen Ghosal

Chief Financial Officer

Melinda Staab

Melinda Staab

Sr. Marketing Consultant

Evan Rodzevik

Evan Rodzevik

Business Strategist

Client-Focused Approach

Client-Focused Approach

We sit on the same side of the table as our clients and provide advice based on a complete understanding of your needs. Creating long-term relationships built on trust is our ultimate goal. Focusing on a select number of clients allows us to devote the necessary time and understanding to help each client address the financial challenges that can accompany great wealth. Together, we work to leverage the firm’s broad resources and focused capabilities to advance client interests.