Folsom is an amazing community and we appreciate being a part of it.  We are grateful for the opportunity to serve you and are humbled by the trust you place in us.

Chris began working with investors in 2017 after years working in the operations division of a Fortune 100 company and recently earned his CFP® designation.  Shannon has been in office management and client services for over 20 years.

We deliver an ideal client experience by focusing on investor needs and developing personal relationships. We serve with a sense of urgency and follow through on our commitments.
We act with integrity to reinforce our strong reputation.