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Staff

Amanda Adair

Director of Operations for Robert J. Waldron Jr. and Peter T. Waldron

Phone

925.786.7809

Email Address

Amanda.Adair@lfg.com

Amanda earned a Master’s in Business Administration from the University of Redlands and a Bachelor of Science in Environmental Health Science from California State University – San Bernardino. Amanda joined our team in 2017 and has several years of management, human resources, and operations experience. She is certified in HR (SHRM-CP) and holds a California life insurance license. As the Director of Operations, Amanda oversees all operational activities, investment and insurance implementation, and the client experience for the practice.

 

Marissa Fitrakis

Client Services Specialist for William Roland

Phone

707.789.0642

Email Address

Marissa.Fitrakis@lfg.com

 

Jordan Garcia

Internal Processing Coordinator for James Westermeyer

Phone

925.448.1640

Email Address

Jordan.Garcia@lfg.com

Jordan Garcia joined our team in 2017. While working with the team he is continuing his education in pursuit of a Bachelor’s Degree in Business and Economics.

 

Kathy Kendall

Practice Manager to William Roland

Phone

707.789.0642

Email Address

Kathy.Kendall@lfg.com

Kathy began her career in the financial services industry in 2000 and has been a member of our team since 2011. Kathy holds a California life insurance license and is Series 6 and 63 registered.

 

Lynda Lindley

Financial Assistant for David K. Wood

Phone

707.578.4536

Email Address

Lynda.Lindley@lfg.com

Lynda joined David Wood’s office in early 2018. She relocated back to the Bay Area in 2015 after spending almost 18 years in the Seattle area. Lynda has a Bachelor of Science in Accounting from Salisbury State University.

 

Samantha Mollenhauer

Client Service Coordinator for James Westermeyer

Phone

925.448.1640

Email Address

Samantha.Mollenhauer@lfg.com

Samantha joined our team in 2018 after making a career change. She specializes in customer relations after working in the customer service industry for over ten years.

 

Julie Rich

Internal Operations Coordinator for James Westermeyer

Phone

925.448.1640

Email Address

Julie.Rich@lfg.com

With over 10 years of experience in the financial services industry, Julie works as an Internal Operations Coordinator to James Westermeyer. Julie has been part of the Westermeyer team for over 6 years, where she started as a part-time assistant, and now manages our Spectrum Wealth Portal. Julie works personally with clients to create and maintain their personal financial websites, as well as handles customer service for our life insurance policies. Julie enjoys spending time with her family, going on hikes with her Goldendoodle, and making travel videos with her husband, Robbie. One of Julie’s favorite hobbies is racing with 24 Hours of Lemons, and in 2015 she and her family helped set the Guinness World Record for the most participants in a car race (216)!

 

Troy Rouleau

Investment Specialist for Robert J. Waldron Jr. and Peter T. Waldron

Phone

925.786.7925

Email Address

Troy.Rouleau@lfg.com

Troy earned a Bachelor of Science in Finance from San Diego State University. Troy joined our team in 2018 after spending 11 years as an Investment Consultant with Scottrade. He holds FINRA Series 7, 63, and 66 licenses. As an Investment Specialist, Troy monitors, manages, evaluates, and reallocates the suite of investment portfolios that we implement for our clients. In his free time, Troy enjoys spending time with family, playing golf, and cooking.

 

Ashley Sawyer

Director of Planning and Operations

Phone

707.789.0642

Email Address

Ashley.Sawyer@lfg.com

Ashley joined out team in 2015 and has been in the securities industry since 2012 after graduating from California State University - Chico. She holds a California life insurance license, FINRA Series 7, 63, 65 licenses and is currently pursuing her CFP designation.

 

Bey Schwanauer

Director of Employee Benefits

Phone

707.789.0642

Email Address

Bey.Schwanauer@lfg.com

Bey joined our team in 2014 with ten years of experience in the healthcare industry. Her specialty is employee benefits. She holds a California insurance license in life and health.