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.
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...
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...
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,...
Intern with data gathering, documentation, and file management experience.
On-Call Assistant and Digital Librarian
Stephanie has more than 15 years of experience managing client files and coordinating communication within the office.