Bonnie is director of client relations. She is a graduate of California State University, Sacramento, with a major in finance and management. She has worked for 25-plus years in the financial and investment industry and has been with the firm since 2000. She is a registered representative and holds FINRA Series 7, 63 and 65 securities licenses and a CA life insurance license.
Phone: 916-487-8700, ext. 3964
Erin is a client service manager. She is a graduate of Loyola Marymount University with a degree in humanities. She has worked in the financial planning and investment industry and for the firm since 2001. She holds a FINRA Series 6 securities license and a CA life insurance license.
Phone: 916-487-8700, ext. 4443
Leslie is the office administrator. She has a BA degree from Miami (Ohio) University and an MS degree from Ball State University. She has worked in administration for more than 35 years. She serves on the board of directors for the Africa Hope Fund.
Phone: 916-487-8700, ext. 6516
Wendy is a client service manager. She attended California State University, Northridge. She has more than 30 years of client service and administrative experience, and has been with the firm since 2012.
Phone: 916-487-8700, ext. 4442