Welcome! As an Edward Jones financial advisor, I have the great privilege of helping families across the country find ways to reach retirement and journey safely through it. I focus on matching your goals and dreams to your investments and find ways to allow your money to work as hard as you do. My team and I will align ourselves with your professional network, which may include a CPA, attorney and/or others, to ensure we are all working together to serve your best interests.
I am a native Californian (9th generation), the first in my family to receive a bachelor's degree, an artist, a cancer survivor and animal advocate. My mantra is to live each day believing I can add value to someone's life. I have two grown children who light up my world. Originally from the Bay Area and a part of the first tech explosion, I moved to the Sacramento region in 2002, two months before my son was born. I have spent my life volunteering and truly believe that in giving back we create a community in which we can all thrive. When I'm not in my branch office, you can find me at the Sacramento Rotary, walking with our local Susan G. Komen chapter, creating art, walking my dog, biking along the American River Bike Path, hiking in the foothills or visiting my daughter in SoCal, soaking up the sun and sand in Newport Beach or Laguna Beach. We live in an amazingly diverse state and I'm proud to call it home.
I'd love to hear from you, get to know you and begin this incredible journey together. My door is always open… And if you see me on one of our many trails, stop and say hi!
Focus areas
- Wealth Strategies
- Socially Conscious Investing
- LGBT Finances
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Divorce Finances
My Personal Interests
- Animal Rescue
- Art & Theater
- Community Outreach
- Hiking
- Spending Time with Family
Office Information
Phone Number
Kathy Toschi at (916) 514-1084- Patty Hickner
- Sr. Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 09:00AM - 05:00PM |
Mon | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Friday | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 09:00AM - 05:00PM |
Mon | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Friday | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
- Patty Hickner
- Sr. Branch Office Administrator
Branch Team
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