884 Third Street
Rohnert Park Office
6020 Commerce Boulevard
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Owner/Wealth Advisor-Portfolio Manager
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...
Portfolio Manager/Wealth Advisor
Jason Johnson, CFA, is both a Financial Advisor and Portfolio Manager. Jason holds the Chartered Financial Analyst designation which is widely regarded as one of the top designations in the financial world. He also has a degree in...
Director of Operations/Life Planner®
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...
Director of Client Services, Rohnert Park
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...
Director of Client Services, Santa Rosa
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...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.