516 5th Street
President & Chief Financial Advisor
Growing up in the business with my father as an advisor, it was a natural fit to join him full-time in 2004. To gain further knowledge and better serve our clients, I began pursuit of the CFA designation in 2009 and completed Level III...
Client Relations Manager
Client Services Manager
Stacia was born and raised in the city of Modesto, California. She showed an early aptitude for mathematics, and after graduating from high school, she decided to pursue her degree at Fresno State University and earned her Bachelor's...