Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family members struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Jason Coddington
Senior Wealth Advisor
Areas of Focus: Protecting Retirement Income, Reducing the Impact of Taxes, Minimizing volatility in Portfolios and Estate Planning Strategies. Qualifications: Wealth Advisor, CRPC® Chartered Retirement Planning Counselor. Education: Bachelor of Science, Agricultural Business, California State University, Fresno. Interests: Married to Shannon for 31 years, has three children; Morgan(26), Paige (23) and Chase (18). Enjoys Golf, basketball, barbecue, wine , hiking, traveling, and cycling. Community Participation: Kingsburg High School Aquatics Boosters, Member; Kingsburg Chamber of Commerce, Member, Kingsburg, CA.
Nick Ruiz
Associate Financial Advisor
I am a Marine Corps veteran who, after spending a few years developing my customer service and analytical skills, worked my way into the field of Finance. I began my finance journey at Ameriprise Financial and spent the last couple of years there. While working there, I was able to acquire my securities licenses and become a registered representative. With the technical knowledge I've developed and my experience in customer service, I plan to assist with helping clients reach their financial goals and provide a memorable experience overall. When I'm not working with clients, I enjoy spending time with my family. Camping, traveling and going on adventures are among our favorite things to do. Some personal hobbies of mine include working out, listening to podcasts, and riding bikes. However, most of my spare time is spent pursuing additional licenses and certifications that will allow me to assist clients on a deeper level.
Kristine Drennen
Client Concierge
Powered by coffee, spite, and mild or severe panic, not to mention being plagued various and assorted ailments, both mental and physical. Soft girl aesthetic, but 100% unhinged execution. A walking red flag who's always on the verge of losing it, but I look amazing even as I fall apart! Hobbies include: ignoring advice, making questionable life choices and judging people.
Mark Baehr
Office Manager
I was born stone-cold stupid, but with a limited capacity to learn. Today, I am a genius, but only in relation to the people around me. In historical terms, however, when compared to historical figures like Eratosthenes or Einstein, I remain dumb as a box of rocks. The best analogy to explain my condition is that I have become Private Joe Bowers in the movie Idiocracy, where a complete idiot has become the smartest man in the world. Because I have electrolytes, and everyone else doesn’t.