

Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Public Service Professionals
- Sustainable investing
Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Public Service Professionals
- Sustainable investing
Financial Advisor Certifications
CRPC™
Chartered Retirement Planning Counselor™
Personal Interests
- Health & Nutrition
- Traveling
- Mountain Biking
- Cooking
- Reading
Team Members
Cassaundra McGeeSr. Branch Office Administrator
Kyrin TrapkusBranch Office Administrator
Ann CarmackBranch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Phone
(707) 839-4177Fax
(877) 904-4779Office Address
1973 Central AveMckinleyville, CA 95519opens in a new window
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