Our Team
Jennifer Littlefield CERTIFIED FINANCIAL PLANNER™professional
Managing Partner
As a CERTIFIED FINANCIAL PLANNER™professional, I work with clients to help simplify complex issues, make clear recommendations, spell out options, and ease decision-making.
Cortney Williams CERTIFIED FINANCIAL PLANNER™professional
Partner
I believe that clients deserve to work with a Financial Advisor who is a true advocate for them and their goals. My clients come from all walks of life but they share common characteristics.
Scott Hilbert
Financial Professional
Scott Hilbert is originally from Petaluma, California and Obtained his Business degree from California State University, Chico.
Scott graduated from Chico State near the top of his class and has since joined his current broker-dealer..
Mercy Maina
Financial Professional
Mercy Maina lives in Sacramento CA. She earned her degree in Political Science from the University of California, Merced. Her interest in personal finance and investing inspired her transition to become a Financial Professional. Mercy...
Michael Schuler
Financial Professional
I work with individuals and small businesses to accumulate, protect and distribute wealth. I value using an educational approach to financial planning in order to empower clients to make the best decision for their financial future...
Alan Williamson
Financial Advisor
4087826600
In the early ‘90s I was a young father with a real estate appraisal business, a growing family, and a need for guidance. I wanted to protect my family and my business and grow my assets toward financial independence. A family...