Giving Back to Our Community

SRS Wealth Management Sponsors Fairway of Hope Golf Tournament Supporting Families Battling Childhood Illness

SRS Wealth Management was proud to announce their partnership with Mitchell Thorp Foundation’s “Fairway of Hope Golf” Tournament in honor of Sebastian Glenn at Temecula Creek Golf Club on June 22nd, 2026.

Sebastian Glenn was a cherished young golfer who passed away from Acute Lymphoblastic Leukemia on April 5, 2025, at just sixteen years old. This event takes place on what would have been Sebastian’s 18th birthday. Our mission was to celebrate his life and legacy while raising funds to support families navigating the emotional and financial challenges of pediatric cancer.

This event carries deep personal meeting for SRS founder and CEO David Nagy. A Hodgkin’s lymphoma survivor himself, David also had a personal relationship with Sebastian, whom the event honors in remembrance.

“This even represents hope, resilience, and the importance of community support during incredibly difficult times, being a part of something that honors Sebastians memory while helping families currently walking through these battles means a great deal to all of us,” said Nagy.

SRS Wealth Management is a fiduciary advisory firm serving individuals, families, and business owners throughout Southern California. The firm focuses on retirement planning, investment management, estate planning, and helping clients build long-term financial solutions.

The Mitchell Thorp Foundation, based in North County San Diego, has become widely recognized for supporting families experiencing medical crises by helping alleviate financial and emotional burdens during treatment and recovery.

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Tyler ELLEGARD, CFA®

Senior Portfolio Manager, Gradient Investments, LLC

Tyler is a Senior Portfolio Manager at Gradient Investments, where he focuses on portfolio management, asset allocation, and investment research across multiple asset classes. He provides market insight and portfolio strategy to support client investment decisions. Tyler is a CFA® charterholder and has been featured in media outlets including Schwab Network, Reuters, and The Wall Street Journal.

keith gangl, CFA®

Senior Portfolio Manager, Gradient Investments, LLC

Keith joined Gradient Investments in 2018 and has more than 30 years of industry experience. Prior roles include senior portfolio manager for a large institutional asset management firm, managing a multi-billion-dollar portfolio. Keith is a CFA® charter holder, and has been featured in media outlets such as CNBC, Bloomberg, Investor’s Business Daily, Nasdaq and Reuters.

michael binger, CFA®

President, Gradient Investments, LLC

As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 35 years of industry experience, including prior roles managing multi-billion-dollar portfolios for an institutional asset manager. Michael is a CFA® charter holder and is a frequent contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal.

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