Roderick is a wealth management professional specializing in retirement planning. He has over 23 years of experience in the financial services industry and holds his Series 6 and 63 securities registrations.
Eric works in the justice system.
Thomas is retired from San Francisco Chronicle.
John is President of Ultra Business Services, providing accounting and tax services to clients throughout the Bay Area. John is a former IRS agent, an enrolled agent and a member of CTEC with over 30 years of experience in the field.