Throughout my life, helping others has been an integral part of who I am. I chose a career with Edward Jones, because I believe in making difference in the lives of individuals, families and businesses in our community. Helping hardworking individuals gain the proper tools and confidence to meet their financial goals is my priority. Our financial well-being determines so much of our life's trajectory, and it is my great joy and responsibility to help my clients organize, plan, protect and transfer their wealth.
Just as no two pieces of art are the same, no two clients have the same financial goals. I strive to make sure clients feel heard, and that we understand their unique story. I use an established process to build customized strategies to help you and your family achieve your goals, and I will partner with you to help keep you on track.
Prior to my career in financial services, I spend 16 years managing budgets, trends and creative teams throughout the West Coast. You learn to be creative, adaptive, determined and flexible. Using those skills, values and experience, it is now my passion to educate and build individual client portfolios.
You can take the girl out of the mountain, but you can't take the mountains out of the girl. My husband, Jerome, and I have returned to Susanville to raise our two children with their grandparents. My family is my world. We enjoy rockhounding and sports. I'm an active PTO parent, assist in coaching youth sports and volunteer with local community groups on empowering young women.
I am inspired every single day by the people we meet and work with. Discussing finances and investing can be intimidating, but that doesn’t mean you skip the conversation. I look forward to that conversation and hearing what is the most important to you. Can't wait to hear from you, please call us at 530-257-2803.
Focus areas
- New Investors
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Divorce Finances
- Military Professionals & Veterans
- LGBT Finances
Focus Areas
- New Investors
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Divorce Finances
- Military Professionals & Veterans
- LGBT Finances
My Personal Interests
- Art & Theater
- Fashion Design
- Coaching Sports
- Hiking
- Gardening
Personal Interests
- Art & Theater
- Fashion Design
- Coaching Sports
- Hiking
- Gardening
Office Information
Office Address
35 N Gay StSusanville, CA 96130 opens in a new window
Phone Number
Ronni M DeMasi at (530) 257-2803Branch Team
- Kristie Jimenez
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Monday | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tuesday | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wednesday | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thursday | 08:00AM - 04:00PM |
Fri | 08:00AM - 03:00PM |
Friday | 08:00AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Monday | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tuesday | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wednesday | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thursday | 08:00AM - 04:00PM |
Fri | 08:00AM - 03:00PM |
Friday | 08:00AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Branch Team
- Kristie Jimenez
- Sr. Branch Office Administrator
Branch Team
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