Broker Check


We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best 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 specialize in creating an approach that is designed to address your individual situation.


Robert Daly Jr., AIF

Financial Advisor

(916) 643-1400 x 205

(916) 643-2211

A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services. A commitment to...

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Robert Taylor, CFS, AIF

Financial Planner

(916) 643-1400 x 204

(916) 643-2211

For Bob Taylor, assisting people in making the most of their financial resources is a rewarding proposition. Bob actually enjoys coaching his clients through the myriad of wealth management issues and financial planning details. A...

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Glen Cheron, CFS, CDFA

Financial Advisor

(916) 643-1400 x 203

(916) 643-2211

With well over a decade of experience in the financial services industry, Glen experiences great satisfaction assisting people in making the most of their financial resources. He helps his friends and clients grow their assets and...

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Mina Patel

Client Relations Manager



Mina Patel was introduced to the securities industry in 1988. Most of her experience comes from her working in offices where she managed various financial advisors’ practices. Currently, as Client Relations Manager for Robert...
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