Our Experts

In 1991 Michael graduated Magna-Cum-Laude with a degree in Business Administration from the University of California, Riverside. Michael focused his education in the area of finance with the long term goal of starting his own brokerage...

Matthew grew up in the VERY small town of Taylorsville, CA. After high school, Matthew attended Feather River College for two years, and transferred to California State University, Chico to finish his degree. At CSU, Chico, Matthew...

As a Paraplanner, Evan Pugh is responsible for gathering client information and beginning the process of constructing a financial plan. While building relationships with our clients he uses careful consideration and attention to detail...

Sutter County Native is back to stay! After a lot of moving around over the years, Jen is back to stay! Jen was born in Yuba City, and raised in Live Oak with the backdrop of the Sutter Buttes out her back window. Farm animals, mud...

Matthew grew up and attended high school in the suburbs of Pittsburgh, PA. He went on to study economics at the University of Pittsburgh. After graduation, Matthew moved to Sacramento to live with his girlfriend and began looking for...