Our Work

I feel that it is important to be a partner to our clients first, to understand their unique goals, and to learn about their vision for their future before offering investment advice. I believe that it is crucial to the success of our clients that goals are clearly identified so that we are able to create a strategy that is specifically designed to address each goal at the appropriate time. One of my primary goals, along with my branch office administrator, Kristin Mahaney, is to create an environment that allows for maximum engagement between us and our clients so that the experience is meaningful, educational and personal.

Our Clients

We serve clients who have diverse financial goals and objectives. We have found that clients come to us when something unexpected has happened or when they are transitioning from one phase of life to another. For example, funding their children's education, their retirement or receiving an inheritance. Developing financial strategies that involve collaboration with other professionals is something we find rewarding. While we do work directly with each of our clients, our branch team is not alone. We have a team of investment professionals and strategists in our home office who are dedicated to developing advice and guidance based around individuals and business owners. At our office one size doesn't fit all, so we offer several options for how we work together.

About Us

I have lived in El Dorado County for nearly 30 years. My husband and I have two children. Together we enjoy traveling, cooking and family game night. On occasion we spend our free time touring Amador and El Dorado counties in search of new restaurants and wineries to visit. I am a member of the El Dorado County Chamber of Commerce and the Placerville chapter of Soroptimist International.

Kristin is married and has a daughter in college. She enjoys spending time with family and friends, gardening and spoiling her dog, Tinkerbelle.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Entrepreneurs & Business Owners

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Cooking
  • Gardening
  • Wine Collecting/Enthusiast

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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