Meet Our Team

Stewarding Client Wealth

Our team brings together decades of experience in tax and wealth management, united by a shared commitment to service. We coordinate every aspect of your financial life under one roof, so you don’t have to juggle multiple advisors or worry about missed opportunities. Get to know the people who will walk alongside you, helping you follow your path with confidence.

Randy Jenkins, EA, CFS, CSA

Financial Advisor & Chief Visionary Officer

(209) 538-7758

Caleb Jenkins, EA, CQP

Business Advisor & Financial Advisor Assistant

(209) 538-7758

Julie Thomas

Administrative Assistant

Melissa King

Administrative Assistant

Nickie Alvernaz

Front-Desk Administrative Assistant

Nicole Alberto

Adminstrative Assistant

Plant The Seed For Inspired Growth

Your financial life doesn’t have to feel complicated. By bringing everything together under one roof, we’ll help you align your resources with your faith, simplify complexity, and steward a legacy.

Schedule A Consultation

Align Your Resources With Your Values

Our Approach

Empowering You To Make A Lasting Impact

Who We Serve

Walk With An Advisor Who Inspires You

Reach Out Today