Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Family Finances
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Charitable Giving Strategies
  • Financial Planning for Small Business
  • Retirement Plan Distribution
  • Investments
  • Insurance
  • Sustainable and Responsible Investing
  • Investment Management
  • Intergenerational Planning
  • Military Financial Planning

Awards & recognition

  • Salinas Valley Financial Services, Ameriprise Client Experience Award, 2022-2025

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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