About
As a team, our goal is to help you navigate life's big decisions by getting to know you on a personal level. We want to find out what's important to you and your family, because it's important to us too. In our office, you aren't a number, you are a person.
Our office is located in the heart of downtown Bakersfield on Oak and 19th St. and is composed of myself and Jasmine Farkas, the branch office administrator. Together, we work as a team to ensure that every client gets the attention that they deserve and strive to provide the most personalized care we can offer. We prefer to meet each and every individual face to face if possible, but are more than accommodating to utilize various virtual platforms if distance or time does not permit.
I completed my bachelor's degree in business management at Augsburg College in Minneapolis, MN in 2010, and in 2016, I completed my master's at California State University Bakersfield.
My personal passion is serving children and young adults in the community through the wrestling programs I support which include the Rebel Wrestling Club, Bakersfield College Wrestling and CSUB Wrestling. I also serve as the Kid's Director of the Kern County Wrestling Association.
Jasmine is an avid writer and is pursuing her bachelor's degree in marketing. She and her husband, Michael, have been married for five years and currently have two dogs, Luna and Yoda.
Whether planning for retirement, college savings or a rainy day, you can count on us.
