Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Search results for:

West: Sacramento

Clear All Filters

Jessica Caruso - Executive Managing Director

Jessica Caruso, CFP®

Executive Managing Director

Portland, Portland – South, Roseville, Walnut Creek

Kimberly Foss, CFP®, CPWA®

Sr. Wealth Advisor

Kamille Morgan Image

Kamille Morgan, FPQP®

Sr. Client Service Specialist

T Thomasson

Tanya Thomasson, CFP^®

Director, Client Service – UHNW & Private Markets

Roseville, Walnut Creek

Ready to get started?

Explore More

Doctor delivering bad news to an older gentleman

Retirement

When You or a Loved One Are Facing Terminal Illness: Finances To Address

June 26, 2025

Personal Finance

The House Tax Bill: Analyzing the Child Tax Credit

June 25, 2025

Family & Finance

Financial Realities of Adoption for LGBTQ+ and New Families

June 24, 2025

Continue Browsing