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 Services℠ .
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.
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...
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...