Meet the Team

Our first priority is to help ensure the financial success and security of our clients' financial future. Our team of professionals are committed to your satisfaction. Each member works hard for you and your family's financial needs.

 

Mark R. Evans

Wealth Management Advisor

Office 916-648-6406


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Nancy K Farmer

Executive Assistant

Office 916-929-7200


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Nick Dulleck

Lead Research Analyst

Office 916-929-7200


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Peter Alessandro Cefalu

Client Onboarding Specialist

Office 213-243-7000


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Egbert C Francisco , BBA

Client Onboarding Specialist

Office 213-243-7000


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Noreen J Ramsey

Investment Operations Manager

Mobile 916-544-0830


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