Santa Rosa Office

Find an advisor in the Santa Rosa Office who can assist with your financial goals. Our experienced advisors pride themselves on understanding your needs, and effectively translating complex financial terminology. We help can help secure your future through our innovative approach.

SPECIALIZATIONS:

OUR ADVISORS

Dru Argue

Financial Advisor
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Deborah A. Orlando, CFP

Senior Vice President, Investments
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Michael Sims

Financial Advisor
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Eric Stine

Vice President, Investments
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Dan Sullivan

Managing Director, Investments
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Doug Van Deren

Financial Advisor
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EVENTS

Check back soon for our office events!