to client relationships . This investment

management company ’ s financial advisors

work to forge personal relationships , tailoring

portfolios to help every client accomplish

short- and long-term goals .

“ Our core desire is to know clients intimately

so our advice is relevant to them as a

person , not just a blanket statement ,” says

Sonia Jenkins , partner and CEO . “ We take

great satisfaction in being able to serve a

client ’ s individual needs .” With fee-based

rather than commission-based services , the

firm thrives on robust financial planning

and estate consulting , as well as working

with businesses for retirement planning or

ownership transitions .

Ettlin , Dylan Blomgren and Peter Ketchand . A main office in Grass Valley and second office in Auburn serve local clients as well as clients nationally and internationally .

“ We are very team-oriented , so everyone in our firm will interact with all clients in some form or fashion ,” Jenkins says . “ With our team ’ s structure , though , each member has specialties and clients know which advisor to call with a request so they ’ re not going through a queue for each of their needs .”

The Owens partners look to expand in the future , growing their Auburn office and its client base , and bringing on additional advisors to serve existing clients and to help with future acquisitions . New advisors would include those looking to retire in the next few years , so the firm can help their books of business grow and ultimately create a

“ Whether you ’ re in retirement actively living on investments , strategizing an imminent retirement , or laying an early foundation for your life ’ s journey , we ’ re here to assist you at every step .”

— Sonia Jenkins , CEO

Pictured

Established in 2008 by founder Mary Owens ,

the firm was acquired in June 2020 by

Jenkins and partners Matthew Olsen , Kellie

succession plan as they do retire .

“ Whether you ’ re in retirement actively living on investments , strategizing an imminent

retirement , or laying an early foundation for

your life ’ s journey , we ’ re here to assist you at

every step ,” Jenkins says .