Santa Rosa Office

Find a financial professional in the Santa Rosa Office who can assist with your financial goals. Our experienced advisors and teams 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 TEAM

Gina Balestrieri-Kent

Managing Director, Investments and FC In Charge
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Richard "Rick" Johnson

Investment and Planning Specialist
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Michael Ohlson

Senior Vice President, Investments
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Doug Van Deren

Financial Advisor
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April Young

Senior Vice President, Market Manager
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EVENTS

Check back soon for our office events!