Phone (530) 763-3044Fax (530) 435-6146E-mail firstname.lastname@example.org
As our Office Manager, Maria ensures a smooth client experience for all our customers. She leads the way for supporting client on-boarding, applications, underwriting, and transfers between other companies.
After Maria welcomes you to the team, Kevin ensures you remain happy! Kevin is responsible for making sure we keep our promises by frequently communicating with those we serve and ensuring each financial strategy and recommendation is up to date.