Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Family Finances
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Small Business
  • Tax Planning Strategies

Community participation

Sponsor of Relay For Life

Sponsor of "GoRed For Women"

Sponsor of the American Cancer Society

Sponsor of the annual Wheelchair Basketball Tournament with Bay Area Outreach & Recreation Program (BORP)

Sponsor of World Vision

Sponsor of Compassion International

Member of Turlock Chamber of Commerce

Member of Bay Point Chamber of Commerce

Sponsor of the Leadership Academy at Tabernacle Christian School

Volunteer for Friends Feeding Friends

We support local schools and various sport teams in our communities