Our Team

At Nerd Nation Financial, we take pride in our team approach to helping you reach your financial goals. They say two brains are better than one, so why not eleven? Learn more about us below!

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Team photo
Team photo

 

Chris Andrews , CFP®, ChFC®, RICP®, WMCP®, CLU®

Private Wealth Advisor

Office 650-264-4902


Email

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David A Bowman , CLU®, ChFC®, CLTC®

Private Wealth Advisor

Office 209-728-2400


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Rick Kalb , CLTC®

Private Wealth Advisor

Office 530-470-1800


Fax 530-470-0463


Email

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Jone Lee , CFA®, MBA, CFP®, CLU®

Director of Private Wealth Planning

Office 650-264-4915


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Joey Carney , CFP®, ChFC®, WMCP®

Associate Private Wealth Advisor

Office 650-264-4927


Email

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Aldo Severson

Associate Private Wealth Advisor

Office 650-264-4900


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Tatum Clarke

Associate Private Wealth Advisor

Office 650-264-4900


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Ashley Clark

Director of Operations

Office 650-264-4900


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Zoe Santos

Operations Assistant

Office 650-264-4900


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Anna A Miyabara

Client Service Associate

Office 415-733-6555


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Karen D Wallace

Associate Financial Representative

Office 530-470-1800


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