Broker Check

Santa Rosa Office
884 Third Street
Suite A 
Santa Rosa, California 95404
(707) 284-2975


Rohnert Park Office
6020 Commerce Boulevard
Suite 127
Rohnert Park, California 94928
(707) 584-6690

 

Team

 

Ken Weise

LPL Registered Representative

707-584-6690

707-584-6693

A native of Sonoma County, Ken has been a financial advisor since 2001. In order to better serve his clients, he earned the AAMS® (Accredited Asset Management Specialist) designation from the College of Financial Planning. Ken truly...

Read more

Tif has been a CERTIFIED FINANCIAL PLANNER™ for over 27 years. His comprehensive approach to planning and investing ensures that each client’s unique needs will be carefully heard and addressed. He has long been a fierce...

Read more

Linda A. Goff

Director of Client Services, Santa Rosa office

707-284-2975

707-284-2977

Linda began her career in the financial services industry in 1998. As the Director of Client Services in our Santa Rosa location Linda interacts with clients daily and assists with their inquiries on their accounts. Linda follows the...

Read more

Sheila Donlan

Director of Client Services, Rohnert Park office

707-584-6690

707-584-6693

With over 10 years of experience in the financial services industry, Sheila brings a high standard of customer care to her role as Director of Client Services in our Rohnert Park office. She is dedicated to providing complete, accurate...

Read more

Shannon Gregori

Client Services Assistant

707-284-2975

707-284-2977

Shannon Gregori, our Client Services Assistant, has over 15 years of experience working in the accounting and banking services industry and is a valuable member of the Santa Rosa team. Shannon's excellent organizational and client...

Read more