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  • 950 Tharp Road, Bldg 100, Suite 101 - Yuba City, CA 95993
  • 530-674-1150

Team









We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s the best approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

* These services are offered by David Shaw through Avantax Investment Servicesâ„  .

 

David moved to California in 1990 and attended the University of California Sacramento. In 1996, he earned his Enrolled Agent (EA) credentials as a tax professional.

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Susan has been a resident of the Yuba Sutter Area most of her life. As a graduate of Heald Business College, she has a firm grasp on the tax and accounting needs of our clients.

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Dianna Vogel

Senior Executive Assistant

530-674-1150

530-674-7241

Dianna moved to the Bay Area from San Diego in 1982 with her family and started her career in the Financial Industry in 1996 at Dean Witter Reynolds. For the last 23 Years’ she has provided clients with assistance in all aspects...

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Sylvia was born and raised in Sutter, California. After she married in 2008, she moved to Elk Grove and wanted to move back to the area she always considered to be her home Yuba-Sutter. She relocated back to the community she loved in...

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