Team Nick Weber and John Joyce are Financial Advisors with one mission ... “Putting our clients needs first.” We do this by listening carefully, and understanding each individual’s needs, goals, and dreams. We don't believe in “one size fits all.” Our recommendations are tailored to the individual. In our firm, “good business ethics” is not an out dated idea, it’s how we gain the respect of our clients and our community. We are an Office of Supervisory Jurisdiction (OSJ) for our Broker Dealer, Securities America, Inc., located in Omaha, Nebraska.Our associate team has decades of experience in the financial services field. Our team members know that working together and sharing their knowledge and experience is the way to satisfy client needs. This process provides you a unique opportunity to work with experienced professionals in the field of financial services planning and the opportunity to pursue the results you want while receiving the special attention you deserve.Visit the Firm’s website at www.ironpointadvisors.com Alissa Couchman Office Assistant (916) 932-4101 OSJ Office Assistant. Five years customer service experience. Member of Iron Point Financial Advisors, Inc. since 2014. SPECIALIZING IN: Client Data Bases Management, Business Processing, Special Projects, and In-Person & Phone... Read more Anya Vasilenko Assistant to Olga Vasilenko 916-932-2174 916-932-2001 firstname.lastname@example.org Anya is Olga’s younger sister and a great asset to the team. She helps ensure that all the day to day operations are running smoothly so that all our energy can be directed towards our clients. Anya was born and raised in... Read more Blaine Matteoni Office Manager and Business Processor 9169324101 9166084247 OSJ Office Manager and Business Processor. Prior Life, Health & Disability Agent with seven years of sales and service experience. Read more Daryl Clark Consultant 9165347744 Entered Financial Services in 1972. Earned designations of Chartered Financial Consultant & Chartered Life Underwriter. Bachelor of Arts Degree from Loma Linda University, Loma Linda, CA. Life and Qualifying Member of the Million... Read more Joel Hemmings Registered Principal 9169324101 9166084247 Entered Financial Services in 1994. Bachelor of Arts Degree in Communications from California State University Sacramento. Read more John Joyce, CRPS® Financial Advisor 916-932-4101 916-608-4247 email@example.com John's career in financial services began in 2005 in the Financial District of San Francisco with the business banking division of Union Bank of California. After 5 years, he become an advisor with Sutter Wealth Management in Roseville... Read more Kathryn Christensen Assistant to Rob Santoriello (916) 932-4101 ext 5 (916) 608-4247 firstname.lastname@example.org Entered Financial Services in 2006. Holds FINRA Series 6, 63 & 65. CA Insurance 0G27916. Kathryn is a California native, but has traveled around the world and lived in Papua New Guinea for 13 years with her family. She is married to... Read more Lea Callison Assistant to Nick Weber & John Joyce 916-932-4101 x 8 906-608-4247 email@example.com Entered Financial Services in 1995. Born in Santa Rosa, and raised in the Bay Area, Lea is long time resident of Folsom. She moved to Sacramento where she attained her Bachelor’s degree in Human Resources from California State... Read more Nick A Weber, CFP®, AIF®, CRPS® Certified Financial Planner™ (916) 932-4101 ext. 4 (916) 608-4247 firstname.lastname@example.org Nick holds the Certified Financial Planner™ designation, he is an Accredited Investment Fiduciary® and also a Chartered Retirement Plan Specialist®. His financial planning career began in 2007... Read more Olga Garton Financial Advisor (916)932-2174 (916)932-2001 email@example.com Olga comes from a close knit family that immigrated to the United States from Ukraine. Throughout her upbringing, she was able to witness the hardships families go through and the fruits of hard work. The belief that we can achieve... Read more Dick Rios Financial Advisor 9169324101 9166084247 Entered Financial Services in 1985. Earned designations of Chartered Financial Consultant & Chartered Life Underwriter from the American College. Bachelor of Arts Degree from California State University, Los Angeles. Read more Rob Santoriello Financial Advisor and CEO of Iron Point Financial Advisors 9169324101 9166084247 Over 25 years of experience in the Financial Services Industry. A Registered Principal, Financial Advisor and Manager of Business Development for Rios and Associates. Read more Have a Question? Name Email Address Question Thank you! Oops!