Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Lexie was born and raised in Chico California and has been here for 23 years. A graduate of Pleasant Valley High School, Lexie received a Bachelor’s degree in Business Management from Chico State in 2020. She holds her Series 7...
With over two decades of experience in the investment industry, Rick combines his love of people and love of numbers to create solutions that bring harmony to your financial goals. With his broad knowledge and easy communication style,...