Bluespring Wealth Insights

Roseville

Bluespring Wealth - California professionals have been featured in various industry media publications for commentary and perspectives.

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Portrait of Derk Burrus, Business Operations Analyst supporting financial planning and operational strategy at Bluespring Wealth California

Derk Burrus

Derk works as the Business Operations Analyst for Bluespring Wealth Management, where his main responsibilities include ensuring data integrity, facilitating day-to-day behind the scenes operations

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Portrait of Jillian Perry, Marketing Coordinator supporting client communications and financial services marketing at Bluespring Wealth California

Jillian Perry

Jillian is the Marketing Coordinator for Bluespring Wealth Management, out of the Roseville location and loves being able to support the team in efforts to

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Portrait of Elaine Ebbert, Client Service and Office Coordinator supporting client relationships and financial planning operations

Elaine Ebbert

Elaine brings more than 20 years of experience in operations, financial coordination, and client service, including extensive leadership in healthcare and nonprofit organizations. Her background

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Portrait of Lisa Goudy, Senior Client Operations Associate supporting client service and financial planning operations at Bluespring Wealth California

Lisa Goudy

Lisa Goudy is a Senior Client Operations Associate with Bluespring Wealth Management. She brings a diverse professional background that spans marketing, event planning, and operational

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Portrait of Angie Powell, Senior Client Operations Associate supporting wealth management and client service operations at Bluespring Wealth California

Angie Powell

As a Senior Client Operations Associate at Bluespring Wealth Management, Angie plays a key role in delivering a high level of support to clients and

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Portrait of Anthony Okun, Wealth Advisor at Bluespring Wealth California supporting investment management and financial planning services

Anthony Okun

Anthony is a Wealth Advisor for Bluespring Wealth and a Certified Financial Planner® practitioner. He earned a Bachelor of Science degree in Finance from California

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Portrait of Abraham Garcia, Wealth Advisor at Bluespring Wealth California providing financial planning and wealth management services in California

Abraham Garcia

Abraham is a dedicated Wealth Advisor at Bluespring Wealth Management, where he specializes in guiding individuals, families, and businesses toward achieving their financial goals. With

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Portrait of Jim McCarthy, Portfolio Manager and VP of Investment Research supporting investment strategy and market research at Bluespring Wealth California

Jim McCarthy

Jim serves Bluespring Wealth Management as a Portfolio Manager and VP of Investment Research. He has been in the investment management industry for over 30

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Portrait of Donnie Nielson, Wealth Advisor supporting financial planning and wealth management strategies at Bluespring Wealth California

Donnie Nielsen

Donnie Nielsen is a Senior Wealth Advisor who helps individuals, families, and business owners navigate the complex financial decisions that come with building, preserving, and

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Portrait of Jason Martin, Director of Retirement Plans at Bluespring Wealth California supporting retirement plan design and fiduciary planning services

Jason Martin

Jason Martin is a Wealth Advisor and Director of Retirement Plans at Bluespring Wealth Management, where he is responsible for the client experience, fiduciary governance

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Portrait of Michael Smith, Wealth Advisor providing financial planning and investment guidance for individuals and business owners at Bluespring Wealth California

Michael Sollazzo

Michael is a Wealth Management Counsel at Bluespring Wealth Management. Michael previously served clients as an attorney and CPA with business, tax, estate planning, and

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Portrait of Lawrence A. Hansen, Director of Strategic Relationships at Bluespring Wealth California supporting business planning and wealth management relationships

Lawrence A. Hansen

Larry Hansen is a Senior Wealth Advisor and Director of Strategic Relationships at Bluespring Wealth Management. He is passionate about serving the multi-faceted family, business

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