Our Team

At Monolith Financial Group, our sole focus is YOU.


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.

Jeff Mitchell

Jeff Mitchell is the CEO and Founder of Monolith Financial Group. He has over 22 years’ experience in the insurance and financial industry and holds Chartered Senior Financial Planner (CSFP) and Certified Senior Advisor (CSA) designations. He is a licensed life insurance agent (#0777322) with Monolith and an investment advisor representative (CRD# 2325229) of Crossroads Capital Management, Inc. Jeff has been awarded Million Dollar Round Table “Top of the Table” recognition and has also been a member of  IRA expert Ed Slott’s highly-esteemed group of Elite Advisors.  

Jeff in the News

JEFF MITCHEL, CEO & FOUNDER OF MONOLITH FINANCIAL GROUP IN GRANITE BAY, CALIFORNIA SAYS HIS SECRET TO ACING THE “PILLOW TEST” IS TRANSPARENCY

“I want my clients to lay their heads down on their pillows and not worry about what their financial future will bring in the morning,” says Jeff Mitchell, CEO and Founder of Monolith Financial Group in Granite Bay, California. After more than 22 years working in the financial industry, Mitchell says it’s his ability to help his clients sleep at night, worry-free from the turmoil in the market, that keeps him getting up in the morning...

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Lynnette Oakley
 

Client Account Manager 
Lynnette@monolithfinancial.com 

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: 

  • Meeting with clients and initiating new client forms processing 
  • Following up with clients as needed to make sure all paperwork is processed correctly 
  • Processing new accounts, account transfers, new contributions and redemptions and beneficiary changes 
  • Handling day-to-day operational activities 

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 Mitchell
 

Associate Advisor 
greg@monolithfinancial.com

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: 

  • Developing, servicing and delivering financial planning to clients 
  • Assisting in research concerning market conditions and available products 
  • Assisting in developing client event presentations 
  • Assisting in developing technology services 



To schedule a time to discuss your financial future, contact us at info@monolithfinancial.com  or call us at (916) 367-6430 today!