Daniel B. Apple
Principal, Senior Wealth Manager
Daniel holds the designation for CERTIFIED FINANCIAL PLANNER™ and a Master's Degree in Financial Planning from the College for Financial Planning in Denver, Colorado. His status as a CFP® and commitment to continuing education are a testimony to his in-depth knowledge and background in the financial and retirement planning fields. Active in his community, Daniel is past President of the Nevada County Arts Council. He is an avid reader with a healthy thirst for knowledge. His hobbies include hiking, exercising, landscaping, and spending time with his loving wife and their two boys. Daniel is a native of Nevada County and resides with his wife Michelle in Grass Valley, California.
Oversees the overall operations of the firm. She is responsible for the planning of special events and services for our clientele. She works with Dan and Dean to implement business development and marketing strategies for the firm. Michelle is very entrepreneurial-minded. She has a passion for astrology and is very spiritual. You will often find her going on nature walks with her husband and spending time with her children.
Dean A. Barda
Dean earned his Bachelor's Degree in Finance with a focus in Financial Planning from California State University, Sacramento. He is currently in the process to obtain the CFP® designation. Extremely extroverted, Dean loves meeting new people and building relationships with the clients that he serves. He uses modern financial planning techniques to find unique solutions to improve the financial situations of his clients. Being an active member of the community, Dean volunteers for local non-profit organizations such as the Nevada County Food Bank. Some of his hobbies include snowboarding, wakeboarding, rock climbing, and mountain biking. Raised in Nevada County, Dean currently lives in Nevada City, California.
Tamara Eaton Bennett
Client Services Representative
Tammy is responsible for all areas of client services such as handling phone calls, scheduling appointments, billing, research, preparing reports, as well as assisting client inquiries regarding all client accounts. Her cheery disposition is infectious and she loves to converse with clients. Tammy is very active in her local community with several target shooting groups. When not at the range, you will find her snowshoeing or skiing in the winter and kayaking or paddleboarding in the summer.