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Visalia, CA

Visalia, CA

Sharon Jansma,

LUTCF, AIF


Wealth Advisor

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Maria A. Jimenez

Maria A. Jimenez

Office Manager/Administrative Assistant

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Becky Drake

Becky Drake


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Barbara Mannon

Barbara Mannon

Administrative Assistant

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Anees A. Akhund

Anees A. Akhund

President/CEO/Wealth Advisor

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Carin E. Barnes

Carin E. Barnes

Wealth Advisor

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Maria A. Jimenez

Maria A. Jimenez

Office Manager/Administrative Assistant

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Barbara Mannon

Barbara Mannon

Administrative Assistant

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