Broker Check


Whether it's keeping up with retirement trends or discussing investment principles, our firm is dedicated to providing excellent information in a professional way to people who are concerned about their personal finances. If any of the events below look interesting or if you have any questions, please call our office at (916) 863-1266.


Retirement Asset Management

September 7, 2018 1:00p - 3:00p Pacific Standard Time

California State University Sacramento

This presentation is for the Renaissance Society, under the auspices of Sac. State. The course is 13 weeks long. Click link to the left for more information.


Senior Health & Fitness Faire

November 17, 2018 10:00a - 4:00p Pacific Standard Time

Crowne Plaza Hotel Northeast

Information and Resources for a safer, healthier and happier life. Join us for this great opportunity to be with other seniors and a chance to meet our team member Kevin Harback, Financial Advisor.

Event Registration

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