Broker Check

Our Team

Jerry G. Van Houten, AIF® CKA®

Financial Advisor


Since 1987, Jerry has been advising professionals, individuals, and small business owners toward attainment of the financial goals that they really want. “My mission is to help my clients make an informed decision that...

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Frank A. McHugh III

Advisor Assistant

(209) 869-8200

Frank joined the firm in July 2016. Frank assists Jerry mainly with account application processing, client follow-up and customer service. Frank worked in the financial services industry for well over 10 years, including major firms...
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