Let us be your guide to financial success and achieve your goals.
Our team
Chase Carlin
Chase has 20 years of experience in the financial services business. He began his career as an operations manager, where he spent seven years gaining knowledge of the industry from start to finish before obtaining his securities license. Chase strongly believes in providing a personalized, hands-on approach to help his clients achieve the best possible results.
When Chase isn't working, he loves spending time outdoors enjoying activities like fly fishing, camping, skiing, and golfing. Of course, nothing beats quality time with his family.
Chase is licensed in various states, including California, and holds his Series 7, 66, and Life and Health licenses.
Owner/Partner
Stace Jensen
Stace Jensen has been in the financial planning industry for 19 years working with individuals, couples, and small businesses. She worked alongside her mother Susan Jensen, until her 2008 retirement. Stace is passionate about the process and assisting with achieving the goals that you will set together. She is committed to maintaining the highest standards of integrity and professionalism in her relationship with you. Knowing and understanding your unique financial situation and providing you with only the highest quality information, services, and products to help you reach your retirement dreams.
Owner/Partner