Broker Check



Rachel Evans

Registered Operations Manager



As Operations Manager Rachel is tasked with meeting with our clients and potential clients to facilitate all the necessary steps to make becoming a client successful. Rachel enjoys working with each client to make their experience...

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Stephanie Boers

Director of First Impressions

(707) 441-1496

(707) 441-0609

Stephanie will most often be your first point of contact and is responsible for booking your appointments, fulfilling your cash requests, and ensuring that the right team member follows up with you about other financial requests you...

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