Associates

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Financial Planning Analyst Riley Flood

Riley Flood

Financial Planning Analyst

Photo of Financial Planning Associate Ruthie E Johnson

Ruthie E Johnson

Financial Planning Associate

916-648-6408

Photo of Client Relations Manager Aurora Abundes-Jones

Aurora Abundes-Jones

Client Relations Manager

Get a financial plan that prioritizes your priorities.

I’ll take the time to listen to what’s important to you and understand your needs. Then drawing upon a broader perspective and financial expertise, I’ll tailor your financial plan to fit your priorities and goals. From planning to implementation, my recommendations always follow a fiduciary standard, so I’ll act in your best interests, not mine. I’ll be transparent about what my planning services will, and will not include, so you’ll know exactly what you’re getting upfront. And when it comes to the cost of our services, I’ll let you know upfront about that, too.

Infographic of a pyramid divided into 4 parts surrounded by circular arrows
Here's how I’ll build your personalized plan:

  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. And as your priorities change throughout your life, I'll shift the financial strategies in your plan, too. So your plan always stays flexible, and you stay on track to consistently meet goal after goal.