Elfrena Foord Staff

Bonnie Nelson is the Investment Manager. She is a graduate of California State University, Sacramento with a major in finance and management. She has worked for 20 years in the investment management area, the last 10 years with our firm. 
Bonnie Nelson full bio

email: This email address is being protected from spambots. You need JavaScript enabled to view it.
phone: (916) 487-3964 

Trish Brosnan is the Operations Manager. She is a graduate of San Jose State University with a degree in hospitality management. She has worked in the financial services industry for 20 years, including 15 years with Merrill Lynch. 
Trish Brosnan full bio

email: This email address is being protected from spambots. You need JavaScript enabled to view it.
phone: (916) 487-4441


Carol Van Bruggen Staff

Dawn Pedicord CFP is a CERTIFIED FINANCIAL PLANNER™ Professional, a graduate of the California State University, Sacramento with a major of finance and insurance and has been with our firm for 11 years. Dawn is the director of our retirement plan services, is an investment research analyst, financial planner, and oversees the operations of our investment accounts.
Dawn Pedicord full bio

email: This email address is being protected from spambots. You need JavaScript enabled to view it. 
phone: (916) 487-8700 Ext 6

Wendy Hunsaker is a Client Services Manager with over thirty years of client service and administrative experience. She attended California State University of Northridge. She joined our firm in 2012 and is a tremendous value in supporting the client relationship. 
Wendy Hunsaker full bio

email This email address is being protected from spambots. You need JavaScript enabled to view it. 
phone: (916) 487-4442 

Leslie Leggio joined The firm in 2008 as Office Administrator and has over 30 years of experience in administration. She earned her MS degree from Ball State University, IN, and her BA from Miami University, OH. Leslie also serves on the Board of Directors for the Africa Hope Fund. 
Leslie Leggio full bio

email: This email address is being protected from spambots. You need JavaScript enabled to view it. 
phone: (916) 487-6516 


Laura Pajak Staff

Erin McGuire is the client service manager. She is a graduate of Loyola Marymount University with a degree in humanities. She holds Series 6 and 63 securities with LPL Financial and has worked in the financial planning and investment industry for nine years, all with our firm. - Erin McGuire full bio

email: This email address is being protected from spambots. You need JavaScript enabled to view it. 
phone: (916) 487-4443

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CONTACT US

1900 Point West Way, Ste 190
Sacramento, CA 95815

(916) 487-8700

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