My Team

We are experienced professionals committed to delivering superior service and guidance. We look forward to earning your confidence.

Pamela  Hoppe
Financial Services Representative
SR Financial Planner
CASL
SR Retirewise Specialist
CA Insurance License # 0F06191

Jodi McMahon
Financial Services Representative
Sr.Financial Planner
CASL
CA Insurance License # 0F03519

Deidre S. Jones
New Business Associate/Personal Assistant

Lauren D.  Jones-Feltmann
Marketing Associate/ Personal Assistant