Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.


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 strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We 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®

Partner / Registered Principal

(916) 783-2259

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...

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Chris Paydock, CMFC®, CFS®

Partner / Financial Advisor

(916) 783-2259

(916) 772-5761

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...

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