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Our Team

<span style="font-weight: 400;" data-mce-style="font-weight: 400;">Dedication. Experience. Commitment.</span>

Dedication. Experience. Commitment.

We’re a close-knit team of financial professionals who share a dedication to serving and empowering our clients. Each of our team members plays a role in helping get our clients closer to their financial goals. Our team-centered approach allows us to utilize every team member’s knowledge, skills, and experience to better serve and support you in your unique financial needs.

You can get to know our team members at the bio links below. Then, reach out to us and schedule a meeting so we can get to know you, too.

Our Team Is Committed to Helping You Pursue Your Goals- Because When You Succeed, We Succeed.

Meet The Team

Sabrina Julian AIF®

Financial Planner

(209) 890-7491

(925) 465-1060

Sabrina Julian Investment Services is my pride and joy. I founded my firm in 2006 with the goal to help others achieve financial independence and stability. Growing up, I always loved solving puzzles. Every client that comes to me has...

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Kathryn Duclo, LUTCF

Financial Planner


An important decision in your financial life is aligning with a professional that can instill confidence in you.  The right person is one who will be knowledgeable, flexible, unbiased and trustworthy.  At our firm, our...

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Summer Long

Operations Associate

I’ve been working in the financial industry since 2017 and specialize in underwriting homeowners insurance policies in Calaveras and Butte Counties. Though much of the work I provide Sabrina tends to be more “behind the...
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Brian Fox

Client Service Associate


Originally from Southern California, I earned my bachelor’s degree from Saginaw Valley State University in Michigan before moving to Calaveras County in 2021. I love the area and am beyond pleased to be working in a small,...

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Alexys Zimzores


Intern with data gathering, documentation, and file management experience.

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Stephanie Cerri

On-Call Assistant and Digital Librarian

Stephanie has more than 15 years of experience managing client files and coordinating communication within the office.

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