Client Portal

Charles Schwab

GoldRush
Yield Fund

We're here to help!

We have an open-door policy and it is important to discuss your situation at least once a year to keep things on track. As an on-going effort to ensure excellent customer service and communication, please review the descriptions of how we can best assist you below. We offer, phone, zoom and in-person appointments to fit your style and schedule. Simply click below or call us directly at 1.800.345.3155 ext. 1 We look forward to seeing you again soon!

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Scott
Sandell

Your Financial Planner

  • Guide you through the creation and implementation of your comprehensive financial plan.
  • Work closely with you during the initial phases to address retirement, wealth management, tax strategy, and estate planning.
  • Provide strategic oversight and jumps in for major life events or whenever big picture financial planning is needed.
  • Ensure your financial plan stays aligned with your goals, offering fiduciary guidance as circumstances evolve.
Smiling person in a light green blouse standing outdoors near plants and a brick wall.

Greyson
Geiler

Your Manager

  • Oversees your account performance and manages your investment strategy.
  • Implements market-based adjustments based on your preferences and annual financial reviews.
  • Provides expert guidance and evaluation for precious metals and alternative investment opportunities.
  • Advises on inheritance planning, asset liquidation, and gifting strategies.
  • Conducts annual portfolio reviews to ensure your investments stay in line with your objectives.
  • Your primary contact for investment decisions and account optimization.
Smiling person in a light green blouse standing outdoors near plants and a brick wall.

Chandler
Jensen

Your Servicer

  • Your go-to contact for day-to-day account servicing and general questions.
  • Facilitates account overview meetings and explains account details.
  • Handles withdrawals, required minimum distributions (RMDs), beneficiary updates, and direct-deposit changes.
  • Provides notary services.
  • Manages miscellaneous account requests and administrative updates.
  • Offers quotes for home and auto insurance and assistance with Medicare options.
  • Ensures smooth client experience by coordinating service needs and support.

Not Sure? Send Us a Message!

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