Broker Check

(916) 983-1160

Team

Our experienced team of advisors and staff are committed to providing an excellent and meaningful experience to you and your family.

Jim den Dulk

Jim den Dulk

Financial Advisor, Partner

(916) 983-1160

Dianna Laney

Dianna Laney, ChFC®, CRPC®

Financial Advisor, Partner

(916) 235-4646

Angel Perez

Angel M. Perez, EA, CFP®

Financial & Tax Advisor, Partner

(916) 983-1160

Julie Giordano

Julie Giordano, CPA

Tax Advisor, Partner

916-983-1160

Beca Irwin

Beca Irwin

Administrative Assistant, ParaPlanner

(916) 983-1160

Rebecca Nesler

Rebecca Nesler

Director or Client Services

(916) 983-1160

Danielle Wehrle

Danielle Wehrle

Administrative Assistant

(916) 983-1160

(916)-983-1180

Mallory Coats

Mallory Coats

Administrative Assistant

(916) 983-1160

(916)-983-1180