Roseville Satellite Office

Satellite Office

2241 Douglas Blvd., Suite 100
Roseville, CA 95661

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    MAIN OFFICE


    Our Financial Professionals

    1. Michael Balstad

      Roseville Satellite Office

      Focus:

      • Insurance Strategies
      • Business Owners

      Languages:

      • English
      • Daniel Blum

        Roseville Satellite Office

        Focus:

        • Insurance Strategies
        • Investment Strategies
        • Student Loan Refinancing
        • Business Owners
        • Show More

        Languages:

        • English
      • Scott Bradford

        LUTCF®

        Roseville Satellite Office

        Focus:

        • Insurance Strategies
        • Investment Strategies

        Languages:

        • English
        • Brandon Brooke

          RICP®

          Roseville Satellite Office

          Focus:

          • Insurance Strategies
          • Investment Strategies
          • Business Owners
          • Retirement Income Planning
          • Show More

          Languages:

          • English
          • Mike Coltharp

            Roseville Satellite Office

            Focus:

            • Insurance Strategies

            Languages:

            • English
            • Scott "Scoot" Eisenbarth

              Roseville Satellite Office

              Focus:

              • Insurance Strategies
              • Business Owners
              • Retirement Income Planning
              • College Funding Strategies
              • Show More

              Languages:

              • English
              • John Kelly

                CFP®

                Roseville Satellite Office

                Focus:

                • Insurance Strategies
                • Investment Strategies

                Languages:

                • English
                • Penny Killebrew-Pollard

                  MBA

                  Roseville Satellite Office

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies
                  • Financial Education
                  • Retirement Strategies
                  • Show More

                  Languages:

                  • English
                • Johnny G. Lin

                  Roseville Satellite Office

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies
                  • College Funding Strategies
                  • Business Owners
                  • Show More

                  Languages:

                  • English, Chinese – Cantonese, Chinese – Mandarin
                  • Frank Montoya

                    Roseville Satellite Office

                    Focus:

                    • Insurance Strategies
                    • Business Owners
                    • College Funding Strategies
                    • Charitable Giving
                    • Show More

                    Languages:

                    • English
                    • Leonard "Lenny" Sansone

                      Roseville Satellite Office

                      Focus:

                      • Insurance Strategies
                      • Business Owners
                      • Group Benefits
                      • Business Succession Planning
                      • Show More

                      Languages:

                      • English
                      • Teri Shaules

                        Roseville Satellite Office

                        Focus:

                        • Insurance Strategies
                        • Investment Strategies

                        Languages:

                        • English
                        • Clark Snitko

                          CFBS

                          Roseville Satellite Office

                          Focus:

                          • Insurance Strategies
                          • Business Owners
                          • Investment Strategies

                          Languages:

                          • English
                          • Lee C. Stipp

                            Roseville Satellite Office

                            Focus:

                            • Insurance Strategies
                            • Business Owners
                            • Retirement Income Planning
                            • Retirement Strategies
                            • Show More

                            Languages:

                            • English
                          • Douglas Van Order

                            Roseville Satellite Office

                            Focus:

                            • Insurance Strategies
                            • Investment Strategies

                            Languages:

                            • English
                            • Andrew Walters

                              Roseville Satellite Office

                              Focus:

                              • Insurance Strategies
                              • Retirement Strategies
                              • Risk Management Strategies
                              • Financial Education

                              Languages:

                              • English
                            • Jack Watts

                              CFP®, CLTC®, LUTCF®

                              Roseville Satellite Office

                              Focus:

                              • Insurance Strategies
                              • Investment Strategies

                              Languages:

                              • English
                              CRN202109-253382