Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Insurance & Annuities
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™RICP®
Retirement Income Certified Professional®
Personal Interests
- Spending Time with Family
- Jogging
- Hiking
- Outdoor Enthusiast
- Music
Team Members
- Anne RouhierBranch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 03:00PM |
Mon | 08:00AM - 03:00PM |
Tue | 08:00AM - 03:00PM |
Tue | 08:00AM - 03:00PM |
Wed | 08:00AM - 03:00PM |
Wed | 08:00AM - 03:00PM |
Thu | 08:00AM - 03:00PM |
Thu | 08:00AM - 03:00PM |
Fri | 08:00AM - 03:00PM |
Fri | 08:00AM - 03:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 03:00PM |
Mon | 08:00AM - 03:00PM |
Tue | 08:00AM - 03:00PM |
Tue | 08:00AM - 03:00PM |
Wed | 08:00AM - 03:00PM |
Wed | 08:00AM - 03:00PM |
Thu | 08:00AM - 03:00PM |
Thu | 08:00AM - 03:00PM |
Fri | 08:00AM - 03:00PM |
Fri | 08:00AM - 03:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Phone
(530) 587-2672Fax
(888) 491-1047Office Address
12020 Donner Pass Rd Suite 102Truckee, CA 96161opens in a new window
Mailing address
Po Box 2891Truckee, CA 96160
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