Upon graduation from the University of North Dakota, Steve moved to California. He began his investment industry career with Thomson McKinnon Securities in San Francisco in 1983. Steve had a distinguished institutional career from 1989 to 2005 with a variety of companies including Security Benefit Group and Nationwide Financial prior to his acquisition of Tridea Advisors. He is the CEO of Tridea Advisors and provides investment advice to individuals as well as institutions and retirement plans. Steve resides in Lincoln with his wife Darlene, and enjoys an occasional round of golf.
A Northern California native, Allison studied Political Science and received her degree from Sacramento State University. She briefly worked in the California Legislature before ultimately deciding on a career in financial services. She got her start in the financial industry at Franklin Templeton Investments, where she was an Advisor Consultant covering the San Francisco and North Bay region. Allison received her Certificate in Financial Planning from UC Davis, and is a CERTIFIED FINANCIAL PLANNER™. Allison resides in Land Park, Sacramento with her husband.
Gary has been delivering professional financial services with integrity since his graduation from the University of Nevada, Reno. He is a Certified Public Accountant, having worked for KPMG Peat Marwick as a tax accountant. Gary subsequently served as Chief Financial Officer of a community bank, and later as a Principal and Chief Financial Officer of a full-service commercial real estate firm. Since becoming a licensed financial advisor and securities and insurance broker, Gary has been planning, managing, and protecting the financial independence of individuals and families through personalized, objective advice. He also assists company retirement plan sponsors manage fiduciary risk and act in the best interests of plan participants by providing plan design support, vendor evaluation, investment policy statements, investment due diligence, and employee education and guidance. Gary and his family reside in Granite Bay.
Anna graduated with a degree in Sociology from the University of California at Santa Barbara. She entered her career in financial services in 2007. Her professional background as a Client Associate and Financial Advisor includes positions with Morgan Stanley, Ameriprise, and most recently at Patelco Credit Union. With over 10 years of experience, helping clients realize their financial goals is Anna’s top priority. Whether clients are accumulating wealth, planning for a major expense, or near retirement, she guides them to solutions that fit the stage they are in with a long term plan in mind. Anna is a Sacramento area native and currently working towards a Certified Financial Planner ® designation.
Susanne is responsible for maintaining documentation and administration of our client accounts. She processes new client paperwork and current client updates to ensure accurate information is provided to our service and investment partners. Susanne has been with Tridea Advisors since 1997 and is generally the first person you talk to when you call. She resides in Placer County.
Sandy manages our Auburn office and provides a variety of administrative services to our clients. Sandy’s background is in banking and bookkeeping. Her extensive back-office experience makes her an invaluable member of the Tridea Advisors team. She has worked at Tridea Advisors for 22 years and offers tax and accounting services. Sandy resides in Rocklin with her husband Andy.
400 Auburn Folsom Road
Auburn, CA 95603-4727
Granite Bay, CA (By Appointment Only)
7646 Stonewood Court
Granite Bay, CA 95746
Phone: (530) 823-2098 | (800) 823-2098
Fax: (530) 823-2091