Monolith Financial Group's mission is to build a lasting, trusting relationship with every client we serve. Our primary goal for retirees is to preserve and protect their wealth with comprehensive financial planning.
Joe is an advisor with 23 years of successful financial management experience. His primary concern is asset preservation and protection. “I believe that to truly succeed, I need to know my clients and provide solutions that fit their respective needs and requirements”. “In the world of finance and asset preservations there is not a one-size-fits-all solution”. “This means I need to thoroughly understand your goals, needs and resources so together we can create the best financial plan for your retirement”.
His commitment to our clients is “peace of mind” and working to reduce or eliminate risk from their retirement portfolio. He understands that a safe and secure retirement plan is absolutely essential for those in retirement or about to retire.
Joe holds a Bachelor of Science Degree from Cal Poly. He is also a Certified Senior Advisor, CSA along with being a member of the National Ethics Bureau.
Joe and Melanie, his wife of 31 years, live in Granite Bay and are the proud parents of three adult children, ages 29, 27 and 24.
Client Account Manager
Lynnette was been with Monolith Financial Group since 2008 as the Client Account Manager. She is a graduate of the California State University, Chico with a bachelor’s degree in Psychology and a minor in Business Human Resources. Prior to joining Monolith Financial Group, she’s worked in the insurance industry for over 12 years. She and Jeff worked together at the Roseville CSAA District office.
Lynnette’s primary responsibilities are as follows:
Lynnette resides in Roseville, CA. She has two children; a daughter in college and a son in middle school. She is very active in local sports, enjoys working out at the gym and spending time with her family and friends.
Greg joined Monolith Financial Group full-time in 2010 as a Life Insurance agent. In early 2011 he passes his Series 65 licensing exam and become a registered investment advisor representative of Crossroads Capital Management, Inc.
Greg's primary responsibilities include the following:
To schedule a time to discuss your financial future, contact us at firstname.lastname@example.org or call us at (916) 367-6430 today!