As our team grows and changes, we keep our goal of serving you at the forefront of our minds. We look forward to many more years of helping you reach your financial goals. Keep reading to see what’s new!
Sincerely,
Jodi and Mike
Mike Abram, PhD, CFA
Congratulations Mike on earning the Chartered Financial Analyst (CFA) designation! It is one of the highest distinctions in the profession, and we are proud of the expertise in investment management that he brings to our team. Click to learn more
Goodbye Paulette!
Thank you Paulette for your 13 years of dedication to our clients and the firm! Paulette is retiring and looking forward to traveling and spending more quality time with her family. We will miss her and the personalized care she gave to our clients.
Welcome Amy!
Amy Genasci will be the friendly voice you hear on the phones, and she’s here to help with all your scheduling and account service needs. She has many years of experience as a paralegal and a passion for helping others.
Welcome Mallory!
And welcome Mallory as our new Paraplanner! Mallory Sise graduated summa cum laude from CSU Stanislaus with a degree in Business Administration and a concentration in Finance. She will be working alongside Jodi to assist with portfolio reviews and financial plans as she begins her career in the investment industry.
Reflections from Jodi
Jodi has no plans of slowing down. The last few years has reinforced her desire to meaningfully connect with clients either in-person or virtually. She considers it an honor to build relationships with her clients and help guide them in their financial lives. She is also enjoying her new Schnauzer companion, Arlo, who is a frequent visitor at the office.