We are located in downtown Fresno on the 6th floor in the historic TW Patterson building.

2014 Tulare St, Suite 608
Fresno, CA 93721
559-579-1490

Get Directions

 If you would like additional information, please feel free to contact one of our trusted team members:

  • Rick Roush, AIF®
    Chief Investments Officer
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Jessica Roush
    Operations Manager
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Jamie Oakland
    Communications Coordinator
    This email address is being protected from spambots. You need JavaScript enabled to view it.