A Napa native, Rhonda joined our team in 2010. With over 25 years of experience in the financial planning industry, Rhonda utilizes her extensive knowledge and experience to manage all aspects pertaining to investments within our practice. She assists our clients with their cash needs, investment account set-up and maintenance, cost basis and gain/loss report requests, and general investment inquiries. She is additionally well versed in the areas of life and health insurance. Rhonda holds her CA life insurance license and FINRA Series 7 and 66 securities registrations.