Text or Call: 916.846.7733

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Our Team

Your money and your goals are personal. You deserve personal care and service.
Judy Steele, CWS, AIF
Financial Advisor

Someone once said, "if you love what you do, you never need to get a job," and for me, this is absolutely true.  I love my career; making a difference in lives, and being a part of dreams that come true. I have generations of families that I work with, and that makes my heart full.

When I can, I am a lifelong traveler and adventurer. I've been to 45 of the 50 states, and 12 countries and counting.  When I'm home in Loomis, I enjoy my garden, and Kings games!

judy@steelefinancial.org

Call or text:

916.846.7733
Jennifer Vickner
Branch Operations Manager

It is my pleasure to work with our clients and the administrative details of their accounts.  Usually you'll hear my voice answer the phone.  I help with scheduling appointments,  online account access, depositing money or making withdrawals, and all things paperwork.  Getting to know you and making these aspects easy and as seamless as possible makes my job wonderful.

When I'm not at work, I'm a happy busy mom of a toddler, Kade.

jen@steelefinancial.org

Call or text:

916.846.7733

Leaving your finances in just anyone's hands isn't an option.
Why not work with an Advisor that understands what's important in your life?