Team profile

Personalized financial and investment strategies

Let us help you build and preserve your wealth with a personalized investment strategy. With our experience providing ongoing financial advice and asset management strategies, we can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. Our goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? We’re happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Wealth Preservation Strategies
  • Family Finances
  • Estate Planning Strategies
  • Investment Management
  • Military Financial Advisor

Awards & recognition

  • Salinas Valley Financial Services, Ameriprise Client Experience Award, 2022, 2023

Community participation

David Jenkins represents our team as a board member of Partners for Peace, a nonprofit organization that focuses on building strong families for a peaceful community by delivering a family prevention & intervention class series to parents, caregivers and youth.

Matt Salyer represents our team in the Salinas Valley Chamber of Commerce, an association of businesses organized to build a strong local economy by promoting sound government & an informed membership & community.

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