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We are excited to welcome Lindsey Cameron, FPQP, to Sierra Ridge Advisor Group as our newest Financial Paraplanner Qualified Professional. Lindsey joins our growing team through Lighthouse Financial Planners & Advisors and brings a strong commitment to delivering exceptional client service and supporting advisors through thoughtful financial planning. Her attention to detail, professionalism, and dedication … Sierra Ridge Advisor Group Welcomes Lindsey Cameron, FPQP

Sierra Ridge Advisor Group is pleased to welcome Joshua Caro as our newest Planning Assistant. Joshua joins Sierra Ridge with a strong commitment to delivering exceptional client service and supporting advisors in every aspect of the financial planning process. His attention to detail, professionalism, and dedication to helping clients achieve their financial goals make him … Sierra Ridge Advisor Group Welcomes Joshua Caro, Planning Assistant

Roseville, Calif. — Sierra Ridge Advisor Group is pleased to announce that Michal Caro, MBA, CFP®, has joined the firm as a Financial Advisor, further strengthening the firm’s commitment to delivering personalized wealth management and financial planning services to individuals, families, and business owners. Michal brings extensive experience in comprehensive financial planning, retirement strategies, investment … Sierra Ridge Advisor Group Welcomes Financial Advisor Michal Caro, MBA, CFP®

Sierra Ridge Advisor Group is proud to welcome Austin Buhtz to our growing advisor community. Austin joins our team as a Financial Advisor and will play an important role in supporting the continued growth and expansion of the Northridge, California branch alongside Sallie DeYoung, CFP®. We are excited to have him as part of the … Sierra Ridge Advisor Group Welcomes Austin Buhtz, Financial Advisor

Dennis brings extensive experience and a deep commitment to helping clients pursue their financial goals through personalized planning, trusted relationships, and a client-first approach to wealth management. We are excited to support his continued growth and look forward to the value he will bring to both clients and our advisor network. At Sierra Ridge Advisor … Sierra Ridge Advisor Group is proud to welcome Dennis DeYoung CFP® to our growing advisor community.

Sierra Ridge Advisor Group is proud to welcome Sallie DeYoung to our growing advisor community. Sallie brings a strong passion for helping clients pursue their financial goals through personalized planning, trusted relationships, and a client-first approach to wealth management. We are excited to support her continued growth and look forward to the value she will … Sierra Ridge Advisor Group Welcomes Sallie DeYoung CFP®

Sierra Ridge Advisor Group (SRAG) is proud to announce the addition of the HD Vest team led by Dylan Hanson, CPFA®, marking another significant milestone in the firm’s continued national growth and advisor-first expansion strategy. The team will join Sierra Ridge Advisor Group and partner closely with Shepherd Financial in Madison, led by Branch Manager … HD Vest Joins Sierra Ridge Advisor Group