We have a new staff member! Jessica Sadredin has joined us as a Portfolio Administrator. Jessica is a recent Finance graduate from Fresno State. She has an impressive background and comes to us highly recommended. Jessica aspires to a career in financial planning.
Also, Tina Mistry has been promoted to Support Advisor. This is a new position in our firm and is a natural next step as she completes the Certified Financial Planner™ program. Tina will join in many client meetings and will be more involved with clients' investment and planning issues.