Meet Our Team
Guerdon T. Ely has over 25 years of experience in financial and investment counseling. He is the author of Uncertainty is a Certainty: Fables for Fiduciaries, a book on prudent fiduciary investing. He is the creator and developer of two highly regarded retirement distribution software programs, MRD-Determinator and Pre-Determinator, which have been reviewed in MorningstarAdvisor.Com, Investment Advisor, Accounting Today, and WebCPA.
Mr. Ely received a Master of Business Administration degree from California State University, Chico after graduating from the University of California at Santa Barbara with a degree in Economics. He is a Certified Financial Planner™, an Accredited Investment Fiduciary Analyst™, and a Chartered Financial Consultant™.
Mr. Ely has taught courses for the California Continuing Education of the Bar and other professional organizations. He has contributed to educational materials used at American Law Institute-American Bar Association programs, at the Notre Dame Tax Institute, and the Heckerling Institute on Estate Planning. His contributions on various financial subjects have appeared in articles in Newsweek, Forbes, Bloomberg, Trusts and Estates, Retirement Weekly, and The Wall Street Journal.
Mr. Ely has also been acknowledged for his contributions to The Prudent Investor Act: A Guide to Understanding by W. Scott Simon, Life and Death Planning for Retirement Benefits by Natalie Choate and The Terrible Truth About Investing by Bruce J. Temkin.
It is not only what we do, but also what we do not do, for which we are accountable.
Hi! I am Anna. As an Independent Financial Advisor and Enrolled Agent I really see my role best described as a financial guide. I am here to guide you on your unique path as we navigate together. First to identify your current financial situation, and then dream about where you want to go. I see finances as a wholistic picture. We can’t just talk about investing or taxes if the goals are not clearly defined.
As an Enrolled Agent I am able to prepare and discuss taxes with our clients. I see taxes as the start to creating a financial plan. Taxes help us see where we are currently and is a great starting point to guide you where you want to go.
I am a Certified Specialist in Planned Giving. I enjoy working with individuals and families to discover and implement their philanthropic goals. As well as assisting non-profits identify and achieve their financial and organizational goals.
Currently I am a member of The Planned Giving Forum of Sacramento and The National Association of Charitable Gift Planners. I graduated from California State University, Chico and have worked for various financial institutions.
I am a military spouse so I understand transitions and life changes. We have lived all over the country and currently are back in Northern California. My two daughters Sally and Katherine teach me everyday that life is an adventure, beautiful and better when you laugh. You will find me reading, usually WWII historical fiction, running, paddle boarding, talking about taxes and retirement planning, listening to Podcasts and laughing with my family and dog Rocky. My morning coffee is a sacred ritual.
Sometimes the bravest and most important thing you can do is just show up.