Team profile

Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Business Retirement Plans

Community participation

Our team is committed to our local communities and we are proud to be involved with or support the following organizations and more:

Boys and Girls Club of Placer County

Auburn Gold Country Rotary

Auburn Rotary

American Red Cross

Auburn Placer Performing Arts Center

Sutter Hospital Foundation

Auburn Host Lions

Boy Scouts of America: Troop 783 & Pack 787

Auburn Symphony

...and more.