Santa Rosa Office

Find an advisor in the Santa Rosa Office who can assist with your financial goals. Our experienced advisors pride themselves in understanding your needs, and ensuring you have a comprehensive knowledge of the strategies used to achieve your investing goals. We help can help secure your future through our innovative approach.

SPECIALIZATIONS:

OUR ADVISORS

Dru Argue

Financial Advisor
LEARN MORE

Deborah A. Orlando, CFP

Senior Vice President, Investments
LEARN MORE

Kevin Scarpelli

Financial Advisor
LEARN MORE

Eric Stine

Vice President, Investments
LEARN MORE

Dan Sullivan

Managing Director, Investments
LEARN MORE

Doug Van Deren

Financial Advisor
LEARN MORE

EVENTS

Check back soon for our office events!