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Casey Duchesne

Administrative Operations Manager

(916) 579-5160

(916) 352-8485

Joining the team in 2021, Casey began her career in financial services in 2014. She has a vast amount of experience assisting financial advisors with their daily operations while providing exceptional customer service to clients. Casey...

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Dustin was born and raised in Fair Oaks and it was his dream since he was 16 years old to open a financial services business in his hometown. He pursued a degree at Sonoma State University specifically to be a financial advisor and...

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Mark grew up in Carmichael, CA and after attending Jesuit High School, he went on to receive a bachelor’s degree in Finance from Boston College. He then moved to New York City to begin work on the equity trading desk of a...

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