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1107 Investment Boulevard, Suite 145 
El Dorado Hills, CA 95762


We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Stephen is a Certified Financial Planner™ professional who has been working in the securities industry since 2001. In that time, Stephen has gained knowledge and experience in designing individualized investment strategies for specific...

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Brian is a Certified Financial Planner™ professional and has been working as a Financial Advisor since 1998. Through his academic and professional studies, Brian has learned the art of portfolio design and securities research and...

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Ron is a Certified Financial Planner™ professional, a Certified Fund Specialist and a Certified Retirement Counselor. He has a degree in Business Administration from Oregon State University and is a member of American Mensa. Ron...

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