4970 Rocklin Rd, Ste 200, Rocklin, CA 95677
(916) 652-1525

Scott Roseman

Scott Roseman

Chairman – Senior Portfolio Manager
Aaron Wagner

Aaron Wagner

President
Michael Di Dio

Michael Di Dio

Investment Adviser
Rex Roseman

Rex Roseman

Investment Adviser
Sara Wise

Sara Wise

Administrative Assistant
Blake Callison

Blake Callison

Analyst
Broken Check
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