Team At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.We can help you address:Investing principles and strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysisWe also can answer your questions, including:Can I retire early?Are my investments working hard enough?What’s a good approach for college savings?What are the elements of a sound estate strategy?Do I have enough life insurance for my family?Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. Daniel Sutton, CFP® Registered Principal (916) 783-2259 email@example.com Daniel E. Sutton is a Certified Financial Planner (CFP®) Professional who has been serving clients since 1983. Over a thirty-plus year career, Daniel has had great success in helping his clients reach their financial goals. His... Read more Chris Paydock, CMFC®, CFS® Financial Advisor (916) 783-2259 firstname.lastname@example.org Chris was born in Cleveland, OH and brings his Mid-West values into the practice. He loves building relationships and understands the financial needs of everyday people. He thrives on getting to know client’s concerns and... Read more Donna Mann Assistant 916-783-2259 916-772-5761 email@example.com Donna brings to the team, a wealth of knowledge and experience. She spent over 30 years in the casualty & life insurance industry and through those years, trained agents and home office personnel in qualified products. She has worked... Read more Have a Question? Name Email Address Question Thank you! Oops!