Meet the Team

After years in the business, we have educated individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue financial freedom. We have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through the complexities of their lives. Our team approach extends beyond our own firm often utilizing other specialists across a broad range of legal and financial services.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Our clients have busy schedules, they work and reside all over Northern California; to serve them better we have the ability to meet in multiple convenient locations and offer teleconferencing and video conferencing alternatives if preferred.