To contact a member of our team, please click on the link below or give us a call at 916-487-8700.

Elfrena Foord, Partner
Bonnie Nelson, Professional Services Manager
Matt Page, Certified Financial Planner
Nancy Wolf, Operations Manager
Debbie Celiceo, Operations Assistant

Carol Van Bruggen, Partner
Lana Hurd, Office Manager
Dawn Pedicord, Certified Financial Planner
Leslie W. Leggio, Webmaster

Chuck Ebersole, Partner
Kathy Bazzocco, Client Services Manager
Joslyn Hagan, Administrative Assistant
Betsy Turner, Office Manager
Daniel Cheng, MBA, CFP, Financial Planner

Laura Harger Pajak, Partner
Matt Page, Certified Financial Planner
Erin McGuire, Client Services Manager
Liz Hatch, Receptionist

2255 Watt Avenue, Suite 300, Sacramento, CA 95825
Tel: 916-487-8700     Fax: 916-487-4588     Directions to Our Office