Beverly Brautigam, CPA
Beverly
Brautigam
Financial Specialist
Elk Grove
Dawn M. Cornelius, CPA
Dawn
M.
Cornelius
Financial Specialist
Sacramento
Jack L. Cornelius, JR, CPA
Jack
L.
Cornelius
Financial Specialist
Sacramento
Kathleen Faulkner, CDFA, IAR
Kathleen
Faulkner
Financial Specialist
Cameron Park
Ralph Hoskins, CFP/ChFC
Ralph
Hoskins
Financial Specialist
Sacramento
Seth L. Kaplan, CFP, CDFA, MAFF, CPWA
Seth
L.
Kaplan
Financial Specialist
Sacramento
Shayleen O. Mastagni, CPA/ABV, CFF, CDFA™
Shayleen
O.
Mastagni
Financial Specialist
Sacramento
Kimberly B Ogden CFP, AIF
Kimberly
B.
Ogden
Financial Specialist
Rocklin
Russel L. Phelps, III, MSFP, CFP®, CDFA®, APMA®, AWMA®
Russel
L.
Phelps
, Private Wealth Advisor
Financial Specialist
Private Wealth Advisor
Folsom
Lynne Verdone, CFP, CDFA
Lynne
Verdone
Financial Specialist
Sacramento
